How do dashboard widgets show goal progress to assigned users?
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's dashboard widgets keep goals front and center for maximum impact:
Personal Goal Widgets
- Individual goal progress with visual progress bars
- Achievement percentage and current status
- Time remaining to achieve targets
- Daily/weekly pace needed to stay on track
- Recent activities contributing to goals
Team Overview Widgets
- Team-wide goal progress summary
- Individual team member performance comparison
- Top performers and achievement leaders
- Goals at risk and requiring attention
- Team challenges and competitions
Interactive Features
- Click-through to detailed goal history
- Quick actions to log activities toward goals
- Goal adjustment and target modification
- Performance trend analysis
Customization Options
- Choose which goals to display prominently
- Customize widget size and position
- Set notification preferences
- Personal vs team view options
