Setting Goals In AutyFi Follow
Welcome to the Goals feature in Autyfi.ai! This guide will help you navigate the Goals section with ease and precision. Let’s dive right in!
Step 1: Accessing Goals
- Find the Goals page: On your Autyfi.ai dashboard, locate the Scorecard.
- Enter the Objectives section: Inside the Scorecard, click the Options button in front of each scorecard. From the drop-down menu, select Edit this Scorecard. It will take you to the following page.
Step 2: Understanding Goals
- What are Goals? Goals in Autyfi.ai are targets you set for your business.
- Types of Goals: These could relate to sales, customer service, or any other business aspect.
- Purpose: Goals help you track progress and ensure you're on the right path.
Step 3: Setting Goals
- Add a new goal: Click the 'Advanced Setup' button. It will show a new page on your screen called Custom Goal Settings.
- Fill in details: Enter the goal value and save Goals.
- Tip: The more specific the goal, the better it is for business tracking.
- Tip: The more specific the goal, the better it is for business tracking.
Step 4: Tracking Goals
- Monitor progress: Once you've set a goal, it's time to track it.
- Real-time updates: Autyfi.ai provides real-time updates to see how close you are to achieving your goals.
- Progress bar: Keep an eye on the progress bar for visual tracking.
Step 5: Celebrating Achievements
- Celebrate success: When a goal is achieved, it will be marked as completed in Autyfi.ai.
- Appreciate your work: Take a moment to appreciate your hard work and success.
Tips for Success
- Be Specific: Clearly define each goal for better tracking.
- Stay Consistent: Regularly check progress to stay on track.
- Adjust as Needed: Don’t hesitate to tweak goals based on performance data.
And that’s it! You’re now a pro at using the Goals feature in Autyfi.ai. Setting and tracking goals is a powerful way to drive your business forward. So set those goals and let Autyfi.ai help you achieve them.
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