Final answer:
To create a goal record, data must be entered for the Owner, Goal Metric, and Time Period. These fields ensure the goal is Specific, Measurable, and has a set Time Period to measure progress.
Step-by-step explanation:
To create a goal record, there are three mandatory fields that you must enter data into. These are:
- Owner: The person or group responsible for accomplishing the goal.
- Goal Metric: The specific metric that will be used to measure progress toward the goal.
- Time Period: The defined duration within which the goal should be achieved.
It's important to make sure that each goal adheres to the SMART criteria: Specific, Measurable, Achievable, Relevant, and Time-bound. The goal must be detailed and clear with measurable progress. For instance, one might consider a metric such as sales volume to determine the actual value or progress, represent it categorically, and decide on appropriate units of measurement.