Goals
Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
Browse Goals by workflow
Start with the area that matches the menu, task or issue in the CRM.
Setup, access and navigation
Use version 2.3.0 to define targets whose achievement is calculated from CRM records.
Goal form fields and ownership
Enter subject, type, target, dates, owner, notifications and any required contract type.
Progress, labels and calculations
Compare the calculated total with the target and understand the 100% cap.
Notifications and cron
Allow the CRM cron to evaluate unnotified goals after each cron run.
Dashboard, search and lifecycle
Review eligible unnotified goals and progress from the dashboard right column.
Limitations and troubleshooting
Avoid expecting exports, API endpoints, webhooks, public portal pages, file uploads or module settings that are not supplied.
Goal types and source-record rules
Sum payment records in the date range; staff-specific goals filter linked invoice sale_agent.