Goals

Goals let you set targets at different organizational levels and track performance over time. Define what to measure, who is responsible, and over which period.

Goal Categories

Goals support three categories, each suited to different business objectives:

Creating a Goal

1. Navigate to Goals from the sales menu
2. Click Create
3. Choose a Category — this determines which metrics and options are available
4. Fill in the details:
   • Description — A descriptive title for the goal
   • Date Range — The goal period (shortcuts available: This month, This quarter, This semester, This year)
   • Metric — What to measure (auto-set to Count for Activities)
   • Aim — The target value (hidden for Activities — calculated from intervals)
   • Team — Assign to a specific team to restrict tracking to its members
5. Choose whether to Split into sub-periods for granular interval tracking
6. Configure Additional options specific to the category

Activity Goals

Activity goals have special features:

• Goal Mode — Choose between a total for the period or a daily target per business day
• Per Business Day — Enter the daily target (e.g., 10 visits/day) and the system calculates the effective total by multiplying by business days in each period
• Activity Types — Select which activity types count toward the goal (e.g., Visit, Inbound call)
• Verified Only — Only count activities verified via GPS check-in
• No main aim is needed — it's calculated automatically from intervals and user allocations

Order Goals

Order goals share the same brand and customer filters as sales goals, plus:

• Ordered Only — Count only confirmed orders (excludes pending quotes)
• Channel — Filter by order channel (Phone, Email, Web, Shop, Social)

Intervals

Goals can be divided into time-based intervals for granular tracking.

Single Period

When "Split into sub-periods" is disabled, a single interval covering the full date range is created automatically. This is the simplest setup — one target for the entire period.

Multiple Periods

Enable "Split into sub-periods" to create monthly intervals within the goal range. For each interval, you can set a specific target.

Copying Intervals

For activity goals, use the duplicate icon on any interval row to copy its values to all other periods. This saves time when targets are consistent across months.

Distributing to Team Members

When a goal is assigned to a team with "Split by team members" enabled, you can allocate targets to individual members.

Distribution Strategies

For activity goals, instead of splitting a fixed total, you set each member's target directly. The interval total is calculated automatically.

Exceeding the Goal

If allocations exceed the interval or goal aim, a confirmation prompt asks whether to update the target. This cascades: the interval aim updates, then the goal aim adjusts to match.

Recurring Goals

Activity goals can be set to recur automatically:

How Recurrence Works

1. Create an activity goal and select a recurrence frequency
2. The date range auto-fills to the current period
3. At the start of each new period, the system automatically creates a clone with the same settings
4. Each clone is fully independent — edit without affecting other periods
5. The recurrence flag passes forward to the latest clone

New Team Members

When recurring goals are cloned:

• If all existing members have the same target, new members automatically get that target
• If members have different targets, new members get a zero target and the goal creator receives a notification to review

Ending Recurrence

Set an optional Recurring until date to stop automatic creation. When the end date passes, the recurrence flag is removed.

Goal Dashboards

Team Goals Widget

Shows team performance at a glance:

• Current value vs. target
• Forecast based on current pace
• Achievement percentage
• Goals grouped by category (Sales, Orders, Activities)

Individual Goals Widget

Shows personal performance:

• Your target for the period
• Current achievement
• Projected end-of-period result

Filtering Options

Sales & Orders Goals

Activity Goals

Order Goals

All sales filters plus:

Migrating from Legacy Goals

If your organization previously used the team-level activity goals (daily visit targets configured on team settings), these can be migrated to the new goal system. Contact your administrator to run the migration, which creates recurring monthly goals preserving all existing daily targets per user.

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