Goal types and source-record rules
Goal types and source-record rules: Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
Goals
Open guide →GuideTrack total income
Sum payment records in the date range; staff-specific goals filter linked invoice sale_agent.
Open guide →GuideTrack invoiced amount
Sum invoice totals by invoice date; staff-specific goals filter invoice sale_agent.
Open guide →GuideTrack converted leads
Count leads converted in range with status=1 and a linked client; staff uses assigned or addedfrom.
Open guide →GuideTrack new customers without lead conversion
Count customers created in range where leadid is null; staff uses addedfrom.
Open guide →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 →GuideTrack contracts added by type
Count non-trash contracts of the selected type by dateadded; staff uses addedfrom.
Open guide →GuideTrack contracts starting by type
Count non-trash contracts of the selected type by datestart; staff uses addedfrom.
Open guide →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.
Open guide →