Objectives give sellers and managers clarity around expectations and support skill development with trackable progress. Managers and admins can align each objective with a specific capability, helping drive individual and team growth.

Creating and Assigning Objectives

To create a new objective, navigate to My Organization > Objective Tracker and click Add New Objective.

Step 1: Select Recipients

You can assign objectives to individuals or your full downline. Use filters to narrow your list by:

• Job title
• Manager
• Role
• Department
• Location
• Business unit
• Behavior Score

Step 2: Choose the Objective Type

Select the type of objective that best matches the developmental focus:

• Standard Objective: A free-text task or prompt
• Video Practice Objective: Requires the seller to upload or record a skills demonstration
• Metric-Based Objective: Tied to a numeric goal (e.g., “Book 10 meetings”)
• Learning-Based Objective: Assigns a course or learning module for completion

Step 3: Customize the Objective

Personalize the objective to align with the seller’s development needs:

• Tag it to a specific behavior to enable tracking
• Set a due date
• Include detailed instructions, links, or resources

• Decide if manager approval is required before completion

  Click to View: Assigning Objectives and Objective Types

What to Keep in Mind

Creating clear, actionable objectives ensures sellers stay aligned with development goals and focused on high-impact behaviors. By tracking progress and outcomes, managers gain visibility into what’s working and where additional support is needed.

Tracking Objectives

Under My Organization > Objective Tracker you can:

• Search by User Name, Email, Job Title, or Objective Title

• Filter by: 

  • Type
  • Role, Department, Business Unit, Location, Job Title
  • Manager Name 
  • Behavior
  • Assigned By
  • Objective Status (Not Started, In Progress, Complete)
  • Assigned Date (Date Range)
  • Due Date (Date Range)
  • Language

  All filter dropdowns include multi-select, “Select All”, and alphabetical sorting for ease of use.

Exporting Objective Data

You can run targeted searches and export objective data right from My Organization > Objective Tracker. Filter by role, region, or status, then download exactly what you see. It’s a faster, smarter way to track team performance and share progress with stakeholders.

Export Includes:

Questions? Reach out to Support and we’ll be happy to help.