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Goals · Module v2.3.0

Progress, labels and calculations

Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.

2 guidesExact navigationCode-backed rules

Interpret goal progress percentages

Compare the calculated total with the target and understand the 100% cap.

Open guide →How-to guide

Interpret achieved, close and failed goal labels

Understand the label order used by the goal table.