57.1 Goals Overview

The AIUNIFY CRM Goals module tracks measurable business targets and calculates progress toward those targets.

Goals are permission-controlled. View, create, edit, and delete actions depend on the permissions assigned to the signed-in user.

57.2 Goals List

The Goals table displays operational Goal information including:

• Goal Subject.
• Staff Member.
• Achievement.
• Start Date.
• End Date.
• Goal Type.
• Goal Progress.

57.3 Creating a Goal

Users with Goal creation permission can add a Goal.

1. Open Goals.
2. Select the action to add a new Goal.
3. Enter a clear Goal Subject.
4. Select the appropriate Goal Type.
5. Select the applicable staff member when the Goal is staff-related.
6. Enter the target information presented by the Goal form.
7. Enter the Start Date.
8. Enter the End Date.
9. Review the Goal.
10. Save it.
11. Open the saved Goal and verify its information.

57.4 Goal Subject

The Subject should state what the Goal is intended to achieve.

Use a business description that will still make sense when the Goal appears later in reports or historical Goal lists.

57.5 Goal Types

The CRM provides existing Goal Types representing measurable CRM activity.

Examples confirmed in the Goal module include:

• Converting a target number of Leads.
• Increasing the number of Customers.
• Customer-growth calculations that can include or exclude Lead conversions.

Select from the Goal Types available in your CRM rather than creating an unrelated target under an inaccurate Goal Type.

57.6 Start and End Dates

The Start Date and End Date define the period during which the Goal is measured.

Choose dates that correspond to the intended business period so the resulting achievement calculation is meaningful.

57.7 Staff Member

The Goals table can associate a Goal with a staff member.

When a Goal is assigned to an individual, confirm that the selected user is the person whose activity should be measured.

57.8 Achievement and Progress

The Goals module calculates achievement and presents progress as a percentage.

Use the calculated result to review movement toward the target. The progress value is based on the applicable CRM data and Goal definition rather than a manually chosen display percentage.

57.9 Reviewing Goal Progress

During the Goal period:

1. Open Goals.
2. Locate the Goal.
3. Review the current achievement percentage.
4. Review the Start and End Dates.
5. Review the Goal Type.
6. Investigate the underlying CRM activity when progress differs from expectations.

57.10 Editing a Goal

Users with edit permission can update an existing Goal.

Change the Goal only when the business target itself legitimately changes or an error needs correction. Avoid repeatedly changing targets merely to make current performance appear closer to completion.

57.11 Deleting a Goal

Goal deletion requires delete permission.

Before deletion, verify that the Goal is not needed for historical performance review. A completed or missed Goal can still provide useful business context.

57.12 Best Practices

• Use measurable Goal Types.
• Use clear Subjects.
• Use realistic target periods.
• Assign the correct staff member.
• Review calculated progress regularly.
• Investigate underlying CRM records when progress is unexpected.
• Preserve meaningful historical Goals.