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Tracking KPIs in Sugar: An Easy Way to Add Goals

by Roxana Dicu on October 3, 2018

3 minute read

Do you want to easily define, capture and visualize Key Performance Indicators (KPIs) inside Sugar? wBenchmark adds the unique capability to capture and store KPIs from any Sugar standard or user-defined modules at specific points in time such as daily, weekly, monthly, quarterly, and yearly periods.

One of the new features from wBenchmark, is the goal import tool which allows users to import goals from a CSV file. The previous import tool was too complex and time-consuming, so we developed a way to both simplify the import process and save even more time.

Before this, each goal had to be created manually in Sugar. With this tool, managers can easily load many users with multiple monthly goals into Sugar using a single CSV file.

Take a look below to see how the simplified import process works:

Upload Goals Button

When looking at a Goals Group record there will be an “Upload Goals” button in the record header. The button will bring users to a page where the user can upload a CSV.

CSV Upload

Users will be able to upload a CSV file. The CSV has a  standard template, and it’s columns are listed below. The CSV will be parsed by Sugar to create goal records.

CSV Columns

  • Team/User
  • Name
  • Calculate Type
  • Goal Start Date
  • Goal Valid Until
  • Goal Value

Creating Goal Records

Each row in the CSV will be used to create a new Goal record. The created record will be related to the goal record where the Upload Goal button is clicked. See the table below for mapping the CSV to the fields in a goal record. The Goal record’s team will be the same as the importer's default team. 

CSV Column Goal Field
Team/User Relate to Module - Values will only be Team or User
Name This will be a lookup of users/teams by name. ID of the User/Team will be added here
Calculate Type Calculate Type
Goal Start Date - Format will be  mm-dd-YYYY                                                 Goal Start Date
Goal Valid Until - Format will be mm-dd-YYYY                    Goal Valid Until
Goal Value Goal Value

The Goal Import Tool is a part of our wBenchmark Add-On for Sugar. Contact us today if you want to learn more about wBenchmark.