Interpret achieved, close and failed goal labels

Understand the label order used by the goal table.

What this guide covers

Understand the label order used by the goal table. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Exact step-by-step process

1. Sign in to the staff admin area and open Admin Area → Utilities → Goals.
2. Confirm that your account meets the access rule: Goals: View.
3. Open the required record or configuration and review its current values before making a change.
4. Complete the displayed fields or action exactly as described in this guide.
5. Save, submit, download or confirm the action using the button presented by the module.
6. Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields, choices and supported possibilities

Code-backed validations and workflow rules

• The table checks an expired end date before the 100% achieved branch.
• An expired goal can therefore display failed even if its current percentage later reaches 100.

Expected result and verification

• The interpret achieved, close and failed goal labels workflow completes without bypassing the module’s permission and validation checks.
• The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
• Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

• Use least-privilege staff access and do not use another person’s account to reach a hidden action.
• Review personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
• Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.

Related Goals and CRM guides