How does automatic goal tracking work with CRM activities?
Heffl automatically tracks goal progress based on CRM activities. When you log calls, close deals, send quotes, or receive payments, the system automatically updates relevant goals. No manual entry required - goals stay current with real-time business activities.
Heffl's intelligent tracking system eliminates manual goal updates:
Automatic Activity Recognition
- Deal closure automatically updates revenue goals
- Quote acceptance contributes to quote value targets
- Call logging increments call activity goals
- Meeting scheduling counts toward meeting targets
- Lead creation updates lead generation goals
- Payment receipts contribute to collection targets
Smart Goal Attribution
- Activities automatically assigned to correct goals
- Multi-goal contributions (one activity, multiple goals)
- Team vs individual goal allocation
- Time-period appropriate goal updates
Real-Time Updates
- Instant goal progress updates as activities occur
- Dashboard widgets refresh automatically
- Progress notifications and achievement alerts
- Team leaderboard updates in real-time
Data Validation
- Automatic validation of activity data
- Duplicate activity prevention
- Historical data accuracy checks
- Goal recalculation when data changes
