CRMcy Docs

Goals

Track team and individual targets with progress bars.

Last updated 2026-05-05

Goals (also called targets) capture a measurable objective — invoiced revenue, tickets closed, leads converted — over a time period. Each goal has an owner (staff member, department, or the whole tenant), a metric definition (one of the curated catalogue or a custom SQL view), a target value, and a period. Progress recomputes hourly and renders as a progress bar on the staff dashboard plus a historical trend on the goal detail page. Achievement triggers an optional newsfeed post and a webhook event.

For sales-specific commission tracking, layer the Reports commission view on top of goals.

Related endpoints

  • GET /api/tenant/goals — list with owner / period filters.
  • POST /api/tenant/goals — create.
  • GET /api/tenant/goals/:id/progress — current vs target.
  • POST /api/tenant/goals/:id/recompute — force recomputation (admin).

See the source at apps/web/src/app/(tenant)/goals and apps/api/src/goals.