Understanding Goals and Quotas

This article covers what goals and quotas are and how to view them. Check out our Configure Goals and Quotas article for more information.

Goals

Goals are used to track actions taken within Bullhorn such as adding certain notes or appointment types, or recruiting activity such as scheduling an interview or adding a candidate. These goals can be set for a weekly or monthly basis.

Quotas

Quotas track revenue generated from closing opportunities using the CRM. You'll need to determine which workflow stages will count as revenue generation for Bullhorn to calculate your users' progress against their quotas.

Viewing and Exporting Goals and Quotas

Viewing Goals Assigned to You (My Activity Card)

You can view goals assigned to you from the Goals and Quotas list view or by using the My Activity dashboard card available on Menu > My Dashboard. If you would like this card enabled, please contact Bullhorn support.

This card shows goals that are currently assigned to you and your attainment towards them. Selecting the hyperlink for one of your goals will open a graph similar to the image on the right that allows you to see your attainment history for goals with the activity you selected.

Viewing Goals Assigned to Others

You can view goals assigned to others from the Goals and Quotas list view.

Select the desired colleagues from the Users drop down.
Click Save.

If you're using department filtering, you can also select departments from this drop down. If you'd like to set up department filters, please contact Bullhorn Support.

Only a closed opportunity's deal value counts towards the user's goal.
For an opportunity’s dollar amount to be counted as revenue, the "Actual Close Date" field must be filled out.
Goals and Quotas reset:
- Monthly Goals reset at 00:00:01 on the first day of the month (adjusted for users' time zone).
- Weekly Goals reset at 00:00:01 on Sunday (adjusted for users' time zone).

Viewing Quotas

This card acts as a leaderboard and displays:

total quota for the current quarter
total revenue for the current quarter
the total number of deals (opportunities) with the statuses selected on the Goals and Quotas Configuration page for the entire company or the top 25 performing users (sorted from highest to lowest).

To enable, do one or more of the following:

From My Dashboard (under Opportunities) or the Opportunity Dashboard, add the Sales Performance card.
On the Goals & Quotas list view, from the Columns drop-down, add or remove columns to display the information you want to see. The available columns are listed in the table below.

Column	Definition
Name	The name of the user.
Department	The primary department of the user.
Date	The quarter and year to which the quota is applicable.
Quota	The monetary value amount of the quota This field can be in-line edited.
Attained	The revenue that the user has attained towards the quota. This is calculated by adding the deal values for each of the user's opportunities in the defined statuses. In most cases the defined status is Closed - Won
% Attained	The percentage of the quota that has been attained.
Deal Count	The number of opportunities that account for the revenue attained. Each number links to a filtered list of those opportunities.

Exporting Goals and Quotas

You can also export lists of goals and quotas from Bullhorn as a CSV file. If you'd like this function enabled, please contact Bullhorn Support.

From your Bullhorn Menu, open Goals and Quotas.
Select Goals or Quotas on the toggle.
Filter and sort your list as needed.
Select the checkbox in the top left corner to Select All.
From the # Selected drop down, choose Export as CSV.