Goals Tracking

Tracking goals in our CRM helps you set, monitor, and evaluate progress. This is the key to improving team efficiency and achieving business results.

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View the goal with a progress graph

The block displays the current status of the goal in the form of a graph or a progress bar with percentages. The user can see how much has already been accomplished, how much is left, and receive a brief report on interim results. This helps to visualize the achievements and keep the focus on the implementation.

Table of goals

A handy table containing all active and completed goals. Includes fields such as goal name, responsible person, deadline, current progress (%), and status (active, completed, overdue). The functionality allows you to sort, filter, and view the details of each goal.

Add a new goal

A form for creating new goals with flexible settings: name, description, responsible person, deadline, and expected result. Additionally, you can customize the stages of achievement and automatically update progress based on the results of completed tasks.

System versions

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.

System versions Confidence CRM+ERP

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.

Corporate versions

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To run a successful modern business, it is very important to have a tool to automate all processes as much as possible, which will allow you to always “keep your finger on the pulse of the company,” improve the quality of the service provided, and free up additional time.

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