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How to evaluate PD's include different goals in separate Goal Plans but in the same review period? — Cloud Customer Connect
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How to evaluate PD's include different goals in separate Goal Plans but in the same review period?

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Our business requirement is :

We have one review period for Sales team performance evaluation : RP1.

We have two goal plans (Sales 1 GP and Sales 2 GP ) which are associated with RP1 review period.

Sales 1 GP Goals : A, B, C, D

Sales 2 GP Goals : E, F, G

We have 2 performance template for the same period, one is for Sales 1 and the other one is Sales 2. We have selected the period info as RP1 for both of them.

What we want is to create below performance documents :

2024 Q1 Performance Evaluation (Sales 1) --> include the goals A, B, C, D

2024 Q1 Performance Evaluation (Sales 2) --> include the goals E, F, G

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