---
title: "Setting up Goals in Klenty"
description: "Step by step procedure to set up goals in Klenty"
url: https://hckacqqlv.gleap.help/en/articles/8259382-setting-up-goals-in-klenty
collection: "Goals"
updated: 2025-08-07
language: en
---

# Setting up Goals in Klenty

Step by step procedure to set up goals in Klenty

## **How to Set Goals on Klenty**

The screenshots shown below illustrate how your **_Goals Dashboard_** would look once goals are created.

Click on **Get Started** as soon as you enter the Goals feature.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102553_6061.png)

**_Pick a Goal_** (_Conversion Goal, Contact Goal, or Activity Goal_) from the following screen, and click on **_Next_**.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102553_5856.png)

Set the details of the goals such as if it is a monthly or a weekly goal, and if the goal is applicable to all users or to specific users. Finally, define the goal target for the users you’ve selected and click on **_Create Goal_**

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102553_0846.png)

You can also set targets for individual team members by choosing the "**Specific User(s)**" option.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102553_3462.png)

Once the goals are set, you can view the details of three individual Goals by clicking on **_View Details_** from the Goals Dashboard.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102553_8235.png)

The leaderboard for the users who are assigned the selected goal (in this case: Contact Goals) appears upon clicking View Details from the Goals Dashboard.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102553_1100.png)

## **Prerequisites for setting a goal**

-   Goals can be set Only by the Admin or the Owner of a team
    
-   Teams can have a maximum of 3 goals in parallel
    
-   The goal frequency and target values must be defined before creating a goal
    
-   The targets can be the same or different for the goal assignees
    

* * *

**More Articles:**

-   [Modifying or deleting Goals](https://support.klenty.com/en/articles/6704994-modifying-or-deleting-a-goal)
    
-   [Goal Insights](https://support.klenty.com/en/articles/8254913-goal-insights)