Goal types and source-record rules
Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
Track total income
Sum payment records in the date range; staff-specific goals filter linked invoice sale_agent.
Open guide →How-to guideTrack invoiced amount
Sum invoice totals by invoice date; staff-specific goals filter invoice sale_agent.
Open guide →How-to guideTrack converted leads
Count leads converted in range with status=1 and a linked client; staff uses assigned or addedfrom.
Open guide →How-to guideTrack new customers without lead conversion
Count customers created in range where leadid is null; staff uses addedfrom.
Open guide →How-to guideTrack customers created in the period
The implementation counts all customers created in range; staff uses addedfrom despite the label referring to lead conversions.
Open guide →How-to guideTrack contracts added by type
Count non-trash contracts of the selected type by dateadded; staff uses addedfrom.
Open guide →How-to guideTrack contracts starting by type
Count non-trash contracts of the selected type by datestart; staff uses addedfrom.
Open guide →How-to guideTrack estimates converted to invoices
Count estimates with invoiceid and invoiced_date in range, excluding linked invoices with status 5; staff uses estimate addedfrom or sale_agent.
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