Performance goals settings
Performance settings feed Book of Business and manager dashboards. The Performance card on Settings links to Performance workspace (/settings/performance) and Goal categories (/settings/performance?tab=categories). Define work streams and goal taxonomy before reps rely on performance views—empty categories produce blank manager reports. Align categories with compensation plans (revenue, activity, units) and document definitions for coaches. Reps see performance rollups only after deals and activities exist—configure categories early so the first month of data lands in the right buckets.
Video
Who can do this
Owner, Admin, or managers with performance settings access.
Before you begin
- Agreed goal taxonomy with sales leadership
- Book of Business rollout plan and training date
- Sample deals or activities to validate metrics
What you'll accomplish
- Performance workspace structure configured
- Goal categories available in BoB and reports
- Managers see consistent goal buckets
Step-by-step procedure
- Open Settings → Performance → Performance workspace.
- Define work streams and structure shown in UI; save.
- Open Goal categories from the same card.
- Add categories reps will track (e.g. new meetings, pipeline added, closed won).
- Save each category.
- Open
/performance(Book of Business) as a manager. - Confirm metrics align with configured categories.
- Adjust after first month if reps confuse similar category names.
Verify your work
- UI labels match product
- Primary action completes without error
- Data persists after refresh
Tips
Use workspace search if you cannot find a sidebar item—some modules are role-gated.
Troubleshooting
| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |
See also
Field reference (product UI)
Use exact labels when training users or recording videos—they match the live workspace.
| Area | Where to find it |
|---|---|
| Settings hub | /settings — card groups match this Help sidebar |
| Profile tabs | /user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency |
| Workspace admin | /workspace — Settings, Modules, Resources, Delete |
| Team | /workspace/users — Members through Roles & Permissions |
Admin checklist
- Complete organization profile and billing before inviting the team.
- Enable only modules you licensed under Workspace modules.
- Connect integrations before messaging or automation go-live.
- Populate Knowledge Hub before AI Employees or voice.
- Verify Notification preferences personally after changing templates.
Verify your work (extended)
- Settings save without error toast
- A non-admin test user sees expected sidebar (no billing cards if Member)
- Related module (Contacts, Inbox, Campaigns) reflects the configuration change
- Refresh browser after role or module changes
Troubleshooting (extended)
| Symptom | Likely cause | Fix |
|---|---|---|
| Settings card missing | Role or module gate | Check Roles and Modules |
| Save does nothing | Validation error on required field | Scroll for red highlights; complete * fields |
| Team sees old behavior | Cached session | Hard refresh; user re-login |
| Integration broken after change | Order of setup | Reconnect integration; check Communications settings |