Page 10 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

vi. Series 1: Personnel
vii. Goal Type: Sales Goal

TIP: Make sure that you give it a name that makes sense to you and will tell you exactly
what you're looking for. Avoid leaving the name Sales Goal Gauge.

5. Open the Actual Settings tab
a. Choose the following:
i. Fee Source: Firm Estimated Fee
ii. Date Source: Close Date
6. Open the Personnel tab
a. Search and select Joe Manning
7. Click Save

NOTE: The Actual Settings should be selected to match what your firm has chosen as
the preferred fee field.

9
Lesson 1: Track Personal Progress