Activity goals help track day-to-day performance by measuring direct outreach efforts such as calls, emails, meetings, and follow-ups. Setting activity goals in MediaOS ensures your team stays accountable and aligned with overall engagement targets.
Setting Up an Activity Goal #
To create an activity goal, navigate to the Sales tab and click Goals at the top of the screen. In the Goals Management window, click the + New button to open the New Goals setup panel.
From the Preferences panel on the left, start by naming your goal and selecting an icon and color to visually represent it. You can choose whether to enable Allow All Sales Reps to See Each Other's Sales Totals, which promotes visibility and team-wide transparency.
If your team uses User Groups, you can assign the goal to a specific group. This ensures that only members of that group will have access to the goal’s performance data. Then, under Goal Type, select Activity to specify the type of goal you're creating.
Define the Time Units (e.g., weekly, monthly, quarterly) and set a clear Date Range. These values determine how frequently the goal resets and ensure that the performance data aligns with your intended tracking period.
Choosing Activity Types #
Once the structure of your goal is in place, select the Activity Types you want to track. MediaOS supports tracking for Appointments, Emails, Follow-Ups, and Phone Calls. You can check one or more of these activity types, depending on which actions are most relevant to your sales strategy.
Additional Features and Tools #
Activity goals also come with several helpful features to support ongoing performance tracking. When viewing a goal, you’ll be able to see both the top-level goal and the associated users’ progress in real time. MediaOS also offers goal support for advanced metrics like page count totals, discount totals, insertion counts, revenue per page averages, hard costs, commission totals, and invoice net minus hard costs—giving your team detailed insights beyond basic activity counts.
If you're managing recurring or seasonal goals, use the Copy Targets Forward option to save time when setting up future goals. This tool duplicates targets across time periods, so you don’t need to rebuild your goals from scratch.
