Heffl supports comprehensive goal tracking including quote accepted value, leads added, calls made (total/successful), successful meetings, invoiced amount, and payment received. Goals can be assigned to individuals or teams.
Goals Management
Set clear targets, track progress automatically, and drive team performance with intelligent goal management. From revenue targets to activity goals, keep everyone focused and accountable.
Still Managing Team Performance Without Clear Goals?
Transform your team's performance from guesswork to goal-driven success with Heffl's intelligent goal management system.
Stop Losing Performance to Unclear Targets
Before Heffl
Vague targets, manual tracking, no accountability. Team members work without clear direction, performance is inconsistent, and revenue goals are missed regularly.
With Heffl CRM
Crystal clear goals, automatic progress tracking, real-time dashboard visibility. Every team member knows exactly what they need to achieve and how they're performing.
The Problem
Sales teams lack clear targets and accountability, leading to inconsistent performance
Heffl Solution
Heffl creates specific, measurable goals for individuals and teams with real-time tracking
The Problem
No visibility into team performance and progress toward revenue targets
Heffl Solution
Dashboard widgets show goal progress instantly with automated performance tracking
The Problem
Manual tracking of calls, meetings, and activities wastes valuable selling time
Heffl Solution
Automated goal tracking captures all activities and updates progress in real-time
Complete Goal Management for High-Performance Teams
Heffl's goal management system is designed for businesses worldwide who need to drive consistent performance through clear targets and automatic tracking.
Whether you're managing individual sales targets, team revenue goals, or activity-based objectives, our intelligent system tracks progress automatically and keeps everyone accountable.
From deal value goals to call activity targets, from individual achievements to team competitions, Heffl provides everything you need to transform performance through goal-driven management.
From Goal Setting to Achievement — All Inside Heffl
Follow the complete goal management journey from target setting to performance achievement.
Goal Creation
Set targets for deals, quotes, calls, meetings, and revenue
Assign & Schedule
Assign to individuals or teams with daily/weekly/monthly/quarterly/yearly frequency
Auto Tracking
System automatically tracks progress from CRM activities
Dashboard Widgets
Real-time progress visible on CRM dashboard for assigned users
Performance Alerts
Notifications when goals are at risk or achieved
History & Reports
Complete goal history and performance analytics
Goal Creation
Set targets for deals, quotes, calls, meetings, and revenue
Assign & Schedule
Assign to individuals or teams with daily/weekly/monthly/quarterly/yearly frequency
Auto Tracking
System automatically tracks progress from CRM activities
Dashboard Widgets
Real-time progress visible on CRM dashboard for assigned users
Performance Alerts
Notifications when goals are at risk or achieved
History & Reports
Complete goal history and performance analytics
Smart Features That Drive Goal Achievement
Deal won value goals
Quote accepted value tracking
Number of deals added targets
Lead generation goals
Call activity tracking (total/successful)
Meeting targets and tracking
Invoiced amount goals
Payment received tracking
Individual and team goals
Put Hefy to work on the actions behind your targets.
Setting the target is one thing. Making room for the work is another. Use Hefy to prepare tasks and surface what needs attention, alongside Heffl's goal tracking.
Make the review a real task
Ask Hefy to prepare a sales review task with a due date, so it has a place in your week.
Start with what needs you
A morning briefing brings together your schedule, overdue work and items waiting for attention.
Hefy
Tasks · Example workspace
Create a task to review this week's sales activity on Friday.
I've prepared your sales review task. Review it before creating it.
Review this week's sales activity
New task
Due Friday
Dismiss Create
Performance Insights for Smarter Goal Management
Get real-time insights into goal performance across your team. Track achievement rates, identify top performers, and optimize your goal-setting strategy with AI-powered analytics.
Illustrative report values, not customer results.
Goal Achievement Rate
Percentage of goals met across all team members
78%
Top Performer
Team member exceeding targets consistently
Sarah: 125%
Revenue Progress
Current month progress toward revenue goals
$45K / $60K
Activity Goals
Team-wide call and meeting targets progress
87% Complete
At-Risk Goals
Goals that need attention to stay on track
3 Goals
Why teams choose Heffl for their everyday work.
More customer storiesWallersandCo
“Our operations were suffering because our Task Management SaaS was siloed from our CRM activity. I've tried Monday, Asana, and now have been on Clickup for some time now. When I discovered Heffl... I was so impressed by the simple but powerful UI.”
Rebekah Waller
WallersandCo
Customer review excerpt
“There are so many software solutions out there, but Heffl really stands out to me. Not only because the software is incredibly comprehensive, but also because the team consistently goes above and beyond to help with absolutely everything. Their support is truly top-notch.”
Sabrine Mol
Wrappie
Customer review excerpt
Frequently Asked Questions About Goal Management
Yes! Heffl supports flexible goal frequencies including daily, weekly, and monthly targets. You can set different frequencies for different goal types and team members, along with start and end dates, based on your business needs.
Dashboard widgets provide real-time goal visibility directly in the CRM interface. Assigned users see their personal goals, progress bars, achievement percentages, and time remaining. Team leaders can view team-wide progress and individual performance at a glance.
Heffl automatically tracks goal progress based on CRM activities. When you log calls, record accepted quotes, create invoices, or receive payments, the system calculates relevant goals from those records. No separate goal-progress entry is required.
Yes! Heffl maintains complete goal history with detailed performance reports. View achievement trends, compare periods, analyze team performance, and export data for deeper analysis. Historical data helps optimize future goal setting and performance management.
Team goals aggregate individual contributions while maintaining personal accountability. Individual goals track personal performance, while team goals show collective progress. Both types include progress tracking, achievement recognition, and performance analytics with appropriate visibility levels.
Ready to Transform Your Team's Performance?
Join thousands of high-performance teams worldwide already achieving more with Heffl's intelligent goal management. Set clear targets and watch results soar.
No setup fees
No long contracts
Priority support
