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