How easy is it to set up?

How easy is it to set up?

Assuming you already have a Zoho CRM account, you can login to Motivator and begin visualizing and analyzing your sales performance in minutes. Most people are able to configure KPIs, set-up targets, and start contests with a day. Visit our User Guide for more information.

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                                                                                                      • Related Articles

                                                                                                      • Set Targets

                                                                                                        Administrators can set all types of targets (company, teams, and individual) for the active Motivator users. Other users can only view their scorecards and create personal targets. The free plan (including trial) only supports company targets. Target ...
                                                                                                      • Set Week, Fiscal Year, and Time Zone

                                                                                                        Match the work week and fiscal year in Motivator to those used in your company and ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected. Set week, fiscal year, bi-weekly settings, and time zone Click your name ...
                                                                                                      • Can I set weekdays as 5 days from Monday to Friday?

                                                                                                        No, you cannot change the weekdays to 5 days. However, you can change the First day of week in Week/Year settings page.
                                                                                                      • Targets/Scorecards - An Introduction

                                                                                                        The Targets page shows targets set for the company, teams, and individuals. Administrators can view all targets, targets they're managing, their scorecard, and their personal targets. Non-administrators can view their scorecard and personal targets. ...
                                                                                                      • Check Scorecards

                                                                                                        Scorecards provide an overview of target status at a glance and make it easy to identify targets in need of attention. At the top navigation bar, click TARGETS to check the following: Scorecard: Targets/scorecards which are assigned to you. Personal: ...
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