Goals and Quotas in Bullhorn ATS
Goals and quotas help you measure performance in Bullhorn ATS. Goals track activity-based behaviours — such as how many candidates a recruiter adds each week — while quotas track revenue generated from closing opportunities in the CRM. This article explains how each works, what the standard preset goals are, and the rules that govern how progress is calculated and reset.
To set up goals and quotas for your users, see Configuring Goals and Quotas. To view progress and export data, see Viewing and Reporting on Goals and Quotas.
Goals
Goals track actions taken within Bullhorn. You can use them to measure recruiting activity (such as the number of candidates added or interviews scheduled) or specific note and appointment types (such as client visits). Goals can be set on a weekly or monthly basis, and they recur automatically until you modify or delete them.
There are two types of goals:
-
Standard goals — preset goals that Bullhorn calculates automatically based on common recruiting activities.
-
Custom activity goals — goals you define yourself, based on specific note or appointment types.
Standard Goals
Bullhorn includes the following preset standard goals. Each goal is attributed to a specific user based on record ownership or creation, as described below.
| Standard Goal | Attributed To |
|---|---|
|
Candidates Added |
The owner of the candidate record. |
|
Client Submissions Added |
The user who creates the client submission. |
|
Jobs Added |
The owner of the job record. |
|
Placements Added |
The job owner and the user listed in the job's Assignment field. |
|
Submissions Added |
The user specified in the submission's Added By field. |
Standard goals are calculated based on the user associated with a record, regardless of who originally created it.
Custom Activity Goals
If the standard goals don't cover everything your team tracks, admins can create custom activity goals based on specific note or appointment types. For setup instructions, see Configuring Goals and Quotas.
Quotas
Quotas track revenue generated from closing opportunities in the CRM. Before adding a quota for a user, you must first configure which opportunity workflow stages count as revenue generation — for example, "Placement" or "Closed/Won". Only opportunities in those defined statuses will contribute to a user's quota attainment.
For a closed opportunity's value to count towards a user's quota, the Actual Close Date field must be populated on the opportunity record. Opportunities without an Actual Close Date will not be included in quota calculations.
Goal and Quota Reset Schedule
Goals reset automatically on the following schedule, adjusted for each user's time zone:
Monthly Goals reset at 00:00:01 on the first day of each month
Weekly Goals reset at 00:00:01 every Sunday
Reset times are adjusted for each individual user's time zone, not the organisation's default time zone.