User Guide

When using the KPI add-on as a Lime user, you can Set targets for existing KPIs. Edit targets and of course view your targets and progress towards them.

Setting a Target

To set a target you need to navigate to the limetype that owns the target. This means, that if you want to set a target for you as a coworker, you need to navigate to the coworker limetype and open your own coworker card. If you want to set, see or or edit a target for a company, you open a company card.

Examples provided in the Configuration section set with Coworker as owner are Customer Visits, Customer Visits A Customers, Sales Calls and Won Deals.

Editing a Target

Viewing Targets

View targets for specific limetype