Perhaps the most important Task for an organization is identifying and planning its business Objectives and the paths to achieve them. Business Objectives provide the direction, specify the path, and often even the increments for achieving a business goal. Objectives may include things such as revenue growth, operational changes, technology implementations, productivity gains, performance, etc.
You can add an Initiative to any open Objective. An Objective is not directly associated with a company, Contacts, etc. Associations are made with Initiatives.
- Select Business Planning from the menu on the left.
- Click
at the top of the screen and select Add Objective or click
.
- Complete the Add Objective section:
- Add a name for the Objective in the Name field.
- (Optional) Add a description for the Objective in the Description field.
- Select the calendar icon and select the Objective end date or enter the Objective end date in the Target Date field.
- (Optional) Measurement of Success section: Use this section to define criteria by which the success of this Objective can be measured.
- Describe Measurement of Success: Free-text field.
- Form of measurement: Select Currency, Number, or Percentage.
- Target Value: The Objective's desired target value.
- Actual Value: The Objective's actual value.
-
Optional: Select
.From the Country list, select a country and sub-location if necessary (i.e., United States of America > New York). You can add more than one location if needed.
- Mark a check box to indicate the Objective Type and select at least one Type (i.e., Industry > Banking). The Objective can be associated with one or more industries, one or more practice areas, one or more key clients, or Other.
- Save your changes. After you save the Objective, it displays on the Objective tab.
Business Planning features are only available to Strategic Data users.