Performance Agreements

Learn how to create performance agreements and stay on top of your team and employee targets.

Last updated: Feb. 18, 2022

To create a performance agreement, you need to be a team manager. Once created, the performance agreements are only visible to the team manager, and team managers can only access their team's agreements. Employees that are not team managers don't have access to the performance agreements.

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An example preview of performance agreements for "Team Champ".

To create a performance agreement, do the following:

  1. Go to Coaching > Performance agreements. You will see all employees that are part of your team.
  2. Click on the "+ New performance agreement" button below an employee's name.
  3. Add a team.
  4. Choose a formula to track (for example, Salesforce Deals Value).
  5. Add a target value.
  6. Apply a time period (Start date and End date). Your employee will have to reach the established target within this time period.
  7. Click "Save" to finish.
Create multiple performance agreements

You can create more than one performance agreement for an employee. That way, you can use different formulas, targets, and time periods.

To delete a performance agreement, go to Coaching > Performance agreements and click on the X button on the right to the progress bar.

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