> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.gohandy.us/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Goals by new leads

| In this report, you can establish lead objectives and goals for each salesperson.

You'll find it in the Reports and Goals section, under Goals:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/9/8/a298560812e22000/72605ad6-d378-4df6-9009-5259cd_my4nof.png =230xauto)

Create new leads goals for each of your salespeople:

![](https://storage.crisp.chat/users/helpdesk/website/-/e/8/8/0/e880dfbad8d2c800/56906679-585e-4239-a7e3-14cbc6_1wo4rt8.png =749xauto)

||| For example: if Marcus has to find 5 new leads in the next week, we can set it up this way:

1.- Select the 7 days that Marcus has to create new leads:

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/3/4/4c34c81d73644800/faab73f6-7dad-45e1-80ee-c1ab01_oz304d.png =654xauto)

2.- Select the name of the user and select the number of leads. Remember to click on *Create* to save the goal.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/a/3/d/ba3d5084a0d00800/4036d56f-a18d-4250-8ddc-fa5acf_t52cxz.png =420xauto)

# Objective progress

To check on your user's progress and see if they accomplished their established goal:

Filter the dates according to the time period you set for each goal.

Don't forget to refresh so you can see the filter's results.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/d/4/3/7d434a94b429a400/78f6181d-a518-4804-a619-9d7913_1vw7bss.png =854xauto)

The column *New leads goal* shows how many "new clients" we wanted the user to find.

The *Compliance* column shows how much progress the user has made on the goal you set for them.

|| In this case, our goal for this user was to find 5 new leads. By the time we checked, the report shows they've found 0 leads, which is why Compliance is showing a progress of 0%.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/8/4/f/e84ff33511856800/73619dbe-a426-4929-87d0-69602a_skin1b.png)

Remember to reach out in the chat if you have any questions! 😎