What types of goals can I set and track in Heffl?
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.
Heffl's goal management system covers all aspects of sales performance:
Revenue-Based Goals
- Revenue targets based on accepted quotations, invoices, and payments
- Quote accepted value tracking
- Invoiced amount goals
- Payment received targets
- Daily, weekly, or monthly tracking
Activity-Based Goals
- Number of leads added
- Lead generation targets
- Total calls made goals
- Successful call targets
- Successful meeting targets
Broader Performance Reviews
Use the tracked results to inform these broader business objectives; they are not separate built-in goal 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
