{"id":32964,"date":"2021-03-04T09:33:05","date_gmt":"2021-03-04T08:33:05","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=32964"},"modified":"2025-11-27T13:34:08","modified_gmt":"2025-11-27T12:34:08","slug":"obiective","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/obiective\/","title":{"rendered":"Obiective"},"content":{"rendered":"

\u00cen fiecare produs, ai ocazia s\u0103 stabile\u0219ti obiective pentru utilizatori \u0219i, \u00een acest sens, s\u0103 decide\u021bi \u00eempreun\u0103 ce rezultate trebuie s\u0103 aduce\u021bi \u00eempreun\u0103, de-a lungul unei s\u0103pt\u0103m\u00e2ni.<\/p>\n

Po\u021bi avea un raport cu realizarea obiectivelor sau po\u021bi primi o notificare automat\u0103 \u00een cadrul sistemului.<\/p>\n

Urm\u0103torii pa\u0219i necesit\u0103 drepturi de administrator, manager sau manager de grup!<\/div>\n
Po\u021bi g\u0103si cursul complet pe urm\u0103toarea pagin\u0103: (Este necesar\u0103 autentificarea cu datele utilizate \u00een sistemul MiniCRM): https:\/\/minicrm.ro\/cursuri\/courses\/seteaza-ti-obiective-si-elimina-micromanagementul\/<\/a><\/div>\n

Crea\u021bi un nou obiectiv<\/h3>\n

1) \u00cen cadrul produsului dorit, deschide\u021bi Obiective \u0219i face\u021bi clic pe butonul \u201dAdaug\u0103 obiectiv nou\u201d.<\/p>\n

\"\"<\/p>\n

Completa\u021bi c\u00e2mpurile obiectivului pe baza urm\u0103toarelor puncte:<\/p>\n

\"\"<\/p>\n

 <\/p>\n

1.) Numele obiectivului principal – \u201eCe vreau s\u0103 ating?\u201d
\nTrebuie sa dai un nume intuitiv, ulterior va ap\u0103rea \u00een raport \u0219i \u00een notific\u0103ri.<\/p>\n

2.) Filtru – \u201eUnde verific\u0103m rezultatul, eu \u0219i echipa mea?\u201d
\nSelecteaz\u0103 filtrul \u021bint\u0103. \u00cen list\u0103 apar doar filtrele pentru produsul curent. Po\u021bi citi mai multe despre crearea unui filtru personalizat aici.<\/a><\/p>\n

3.) Tipul obiectivului – \u201eCum voi m\u0103sura rezultatul?\u201d
\nAici po\u021bi alege dintre dou\u0103 op\u021biuni:<\/p>\n

Bucat\u0103: Num\u0103rul de \u201ebuc\u0103\u021bi\u201d reprezint\u0103 num\u0103rul de carduri care intr\u0103 \u00een filtru. Exemplu: 10 clien\u021bi c\u00e2\u0219tiga\u021bi care s\u0103 apar\u0103 \u00een filtrul \u201eFiltru pentru managerul Marius\u201d, indiferent de suma v\u00e2nz\u0103rii realizate cu succes.<\/p>\n

Suma: Valoarea total\u0103 a unui c\u00e2mp selectat va fi monitorizat\u0103 pe fi\u0219ele de date introduse \u00een filtru. Aici pot fi selectate numai c\u00e2mpurile de date de tip num\u0103r \u00eentreg \u0219i frac\u021bie zecimal\u0103. Alege acest tip de obiectiv pentru atunci c\u00e2nd \u00ee\u021bi propui s\u0103 atingi anumite sume.<\/p>\n

4.) Valoarea obiectivului – \u201eC\u00e2nd a\u0219 spune c\u0103 am atins deja obiectivul?\u201d
\n5.) Perioada – \u201eC\u00e2t timp voi examina rezultatele?\u201d<\/p>\n

Nu po\u021bi selecta datele anterioare. Dac\u0103 a \u00eenceput deja o perioad\u0103 de obiectiv (data de \u00eencepere a unui obiectiv salvat este mai mic\u0103 sau egal\u0103 cu ast\u0103zi), data de \u00eencepere nu poate fi modificat\u0103 ulterior.<\/div>\n
\n

7.) Ac\u021biuni – \u201eCe sarcini trebuie s\u0103 \u00eendeplineasc\u0103 o persoan\u0103 \u00eentr-o s\u0103pt\u0103m\u00e2n\u0103 pentru a atinge obiectivul principal?\u201d
\nSistemul va monitoriza sarcinile finalizate cu succes. \u00cen list\u0103, po\u021bi alege dintre tipurile de sarcini stabilite \u00een produs. Introdu num\u0103rul de \u00eenchideri de succes dorite (1 s\u0103pt\u0103m\u00e2n\u0103 \/ persoan\u0103). De exemplu, pentru a-\u0219i aduce o contribu\u021bie la obiectivul stabilit, un coleg trebuie s\u0103 fac\u0103 5 apeluri de analiz\u0103 nevoi, s\u0103 trimit\u0103 5 oferte la care s\u0103 fac\u0103 \u0219i follow-up, s\u0103 fac\u0103 2 contract\u0103ri \u0219i s\u0103 realizeze \u0219i 3 \u00eencerc\u0103ri de reactivare.<\/p>\n

8.) Utilizatori – \u201eCine sunt colegii participan\u021bi la acest obiectiv?\u201d
\nDoar utilizatorii care au acces la produs pot fi selecta\u021bi.<\/p>\n

9.) Dup\u0103 finalizarea set\u0103rilor, d\u0103 clic pe Salvare.<\/p>\n<\/div>\n

Vezi rapoartele obiectivelor<\/h3>\n

Ca s\u0103 verifici periodic statusul obiectivului (c\u00e2t la sut\u0103 a fost realizat, care a fost contribu\u021bia colegilor de p\u00e2n\u0103 acum etc.):<\/p>\n

 <\/p>\n

1). Deschide zona de rapoarte din produsul \u00een care ai setat obiectivul:<\/strong><\/p>\n

Atunci c\u00e2nd te aflii \u00een cadrul panoului de rapoarte, d\u0103 scroll \u00een jos p\u00e2n\u0103 ajungi \u00een josul paginii, unde obiectivele \u00ee\u021bi vor fi ad\u0103ugate cu hyperlink.<\/p>\n

Ca administrator ori manager, vei putea vedea toate obiectivele setate \u00een produs.<\/p>\n

Ca manager de grup, vei putea vedea doar obiectivele \u00een care tu sau un membru al echipei tale este implicat.<\/p>\n

ATEN\u021aIE:<\/strong> De asemenea, este bine s\u0103 \u0219tii c\u0103, \u00een aceast\u0103 zon\u0103, or s\u0103 \u00ee\u021bi apar\u0103 doar obiectivele al c\u0103ror interval setat cuprinde \u0219i data de azi. \u00cenainte de data de \u00eenceput a unui obiectiv, c\u00e2t \u0219i odat\u0103 ce vine data de sf\u00e2r\u0219it, nu vei mai putea accesa raportul dedicat.<\/div>\n

\"\"<\/p>\n

 <\/p>\n

2). Urm\u0103re\u0219te rezultatele!<\/strong>
\nPo\u021bi vedea sarcinile individuale care trebuie \u00eendeplinite, defalcate pe s\u0103pt\u0103m\u00e2ni, \u0219i num\u0103rul lor total deja realizat, \u00een graficul de mai jos.<\/p>\n

Numerele care nu au atins \u021binta s\u0103pt\u0103m\u00e2nal\u0103 primesc un fundal colorat.<\/p>\n

\"\"<\/p>\n

 <\/p>\n

3). Notific\u0103ri ale sarcinilor finalizate<\/strong>
\nDac\u0103 participi la un obiectiv ca utilizator \u0219i finalizezi cu succes o sarcin\u0103 asociat\u0103, sistemul \u00ee\u021bi va trimite o notificare instantanee \u00een acest sens, cu un semnal sonor.<\/p>\n

La fiecare 15 minute, sistemul trimite o astfel de notificare a rezultatelor asociate tuturor utilizatorilor care particip\u0103 la obiectivul dat. (Desigur, dac\u0103 nu exist\u0103 nicio \u00eenchidere f\u0103cut\u0103, nu vei fi anun\u021bat \u00een acel sfert de or\u0103).<\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

4). Obiective \u00een Vederea de azi<\/strong>
\nDac\u0103 participi la un obiectiv ca utilizator, rezultatele actuale \u00ee\u021bi vor ap\u0103rea \u00een Vederea de azi.<\/p>\n

Dac\u0103 ai obiective \u00een mai multe produse, numai unul va ap\u0103rea \u00een Vederea de azi. Fiecare obiectiv are o prioritate \u0219i \u00een func\u021bie de aceast\u0103 prioritate va ap\u0103rea. Exemplu: obiectivul cu data de start mai recent\u0103, obiectivul cu data de expirare cea mai rapid\u0103, ori, dac\u0103 sunt egale, acestea \u00ee\u021bi vor ap\u0103rea in ordinea produselor din bara de produse<\/div>\n

\"\"<\/p>\n

Scopul principal:
\nPe o diagram\u0103 circular\u0103 mai mare, po\u021bi vedea unde se afl\u0103 \u00eentreaga echip\u0103 pe cale s\u0103 ating\u0103 obiectivul principal.<\/p>\n

Ce ai de f\u0103cut tu, ca utilizator, pentru realizarea obiectivului:<\/p>\n

Diagrama circular\u0103, mai mic\u0103, arat\u0103 rezultatele sarcinilor \u0219i sarcinilor finalizate cu succes pentru s\u0103pt\u0103m\u00e2na curent\u0103.<\/p>\n

D\u0103 clic pe diagrame pentru a deschide raportul complet al obiectivului, altminteri vizibil doar din zona de Rapoarte.<\/div>\n","protected":false},"excerpt":{"rendered":"

\u00cen fiecare produs, ai ocazia s\u0103 stabile\u0219ti obiective pentru utilizatori \u0219i, \u00een acest sens, s\u0103 decide\u021bi \u00eempreun\u0103 ce rezultate trebuie s\u0103 aduce\u021bi \u00eempreun\u0103, de-a lungul unei s\u0103pt\u0103m\u00e2ni. Po\u021bi avea un raport cu realizarea obiectivelor sau po\u021bi primi o notificare automat\u0103 \u00een cadrul sistemului. Urm\u0103torii pa\u0219i necesit\u0103 drepturi de administrator, manager sau manager de grup! Po\u021bi […]<\/p>\n","protected":false},"author":84,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2565,2561],"tags":[1632,1626],"class_list":["post-32964","post","type-post","status-publish","format-standard","hentry","category-rapoarte-implicite-ro","category-rapoarte-implicite-si-personalizate","tag-obiective","tag-rapoarte"],"yoast_head":"\nObiective - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"\u00cen fiecare produs, ai ocazia s\u0103 stabile\u0219ti obiective pentru utilizatori \u0219i, \u00een acest sens, s\u0103 decide\u021bi \u00eempreun\u0103 ce rezultate trebuie s\u0103 aduce\u021bi \u00eempreun\u0103,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/obiective\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Obiective - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"\u00cen fiecare produs, ai ocazia s\u0103 stabile\u0219ti obiective pentru utilizatori \u0219i, \u00een acest sens, s\u0103 decide\u021bi \u00eempreun\u0103 ce rezultate trebuie s\u0103 aduce\u021bi \u00eempreun\u0103,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.minicrm.ro\/help\/obiective\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-04T08:33:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-27T12:34:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/03\/Screenshot-2024-09-19-at-11.02.36.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2846\" \/>\n\t<meta property=\"og:image:height\" content=\"1368\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Lajos Hompoth\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lajos Hompoth\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.minicrm.ro\/help\/obiective\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/obiective\/\"},\"author\":{\"name\":\"Lajos Hompoth\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/7aeda83e95d0c3f5c8328f28bc5e84ea\"},\"headline\":\"Obiective\",\"datePublished\":\"2021-03-04T08:33:05+00:00\",\"dateModified\":\"2025-11-27T12:34:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/obiective\/\"},\"wordCount\":890,\"image\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/obiective\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/03\/Screenshot-2024-09-19-at-11.02.36.png\",\"keywords\":[\"obiective\",\"rapoarte\"],\"articleSection\":[\"Rapoarte implicite\",\"Rapoarte implicite si personalizate\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.minicrm.ro\/help\/obiective\/\",\"url\":\"https:\/\/www.minicrm.ro\/help\/obiective\/\",\"name\":\"Obiective - 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