What types of goals can I set and track in Heffl?
Heffl supports comprehensive goal tracking including deal won value, quote accepted value, number of deals added, leads added, calls made (total/successful), meetings, invoiced amount, and payment received. All goals can be assigned to individuals or teams.
Heffl's goal management system covers all aspects of sales performance:
Revenue-Based Goals
- Deal won value targets (monthly, quarterly, yearly)
- Quote accepted value tracking
- Invoiced amount goals
- Payment received targets
- Average deal size objectives
Activity-Based Goals
- Number of deals added to pipeline
- Lead generation targets
- Total calls made goals
- Successful call completion rates
- Meeting targets and attendance
- Email outreach goals
Performance Metrics
- Conversion rate improvements
- Pipeline velocity targets
- Customer retention goals
- Upselling and cross-selling objectives
Assignment Flexibility
- Individual performance goals
- Team-based targets
- Department-wide objectives
- Company-level goals
