SMART Sales Goals
Use Case

Angie knows she could be more effective if she was able to overcome two key limitations: 1) balance targets are assigned based on the balance sheet, without insight in the current potential of each branches and 2) unit targets are based on net new accounts and products / Member irrespective of new or lost money flows.

Branch leaders and staff are highly dissatisfied with the goal setting process, complaining it encourages “product push” behavior and is detrimental to the Credit Union’s mission of improving Member financial lives.