Goals
Create Goals and monitor calculation groups, periods, team progress, and history.
- Goals List and Key MetricsGoals list, details card, progress, and key actions.
- How to create and edit a goalGoal group, target value, period, filters, and Staff.
- Goal groups and calculation typesWhat the CRM calculates: **Tasks**, sales, and other goal groups.
- Period, target, and progressSelecting periods and calculating goal progress.
- Shared vs. Individual Team GoalTeam target, individual quota, and team member assignment.
- CRM, Tasks, and communication goalsLeads, Contacts, Tasks, email and call goals.
- Sales, finance, contract, and activity goalsInvoices, payments, Opportunities, contracts, and Orders indicators.
- Notifications and goal historyAchievement and non-achievement notifications and period history.
- Goals DashboardCross-sections and comparison of indicators for widgets and Staff.
- Why the goal result might be unexpectedDiagnostics for dates, filters, Staff, and reach.