Goals

A goal says what to measure, who it is for, and how much they should reach in each period. For example: “Deals won — each sales rep, 10 per month.” Workstation counts progress for you from the records your team already works on, such as deals, activities, and tickets.

Each goal has its own measurement built in. There is no separate setup step: you pick a template or build your own measure while creating the goal.

Create a goal

Open Performance → Goals.
Click Create goal and choose Create from template or Create from scratch.
Work through the three steps: Setup, Targets, and Notifications.
Click Save goal.

Step 1: Setup

Template — choose a ready-made measure, or Custom goal (build your own). Use View definition to see exactly what a template counts.
Goal name — defaults to the template name; change it if you want.
Contributors — who the goal is for:

Option	How targets work
Individual users	Each person gets their own target.
Team goals only	One target per team. Everyone in the team counts toward it.
Team goal with individual user targets	You set a target for each person. The team target is their total.

Cadence — how often the target resets: Weekly (week 1 is the week that holds January 1st), Monthly, Quarterly, Yearly, or Non-recurring (one target with your own start and end date).

Teams are the departments set up in Settings → Team.

Step 2: Targets

The targets grid shows one row per person or team and one column per period of the year. Use the arrows to move to the previous or next year.

Type a target in any period. Only targets above zero are saved, so you can leave quiet months empty or set higher targets for busy seasons.
Select several rows, then use Fill selected rows to give everyone the same target for every period.
For goals on deals or contacts, you can limit each row to specific Pipelines. Leave it empty to count all pipelines.
Yearly total adds up each row; team totals are worked out from their people.

Step 3: Notifications

Choose which notifications the goal’s contributors receive:

Goal kick-off — when a new period starts.
Goal becomes achieved — as soon as a target reaches 100%.
Goal becomes exceeded — when a period ends above 100% of its target.
Goal becomes missed — when a period ends below 100% of its target.

People can still turn individual channels on or off in their notification preferences.

Goal templates

Open Create from template (or Browse goal templates) to pick from ready-made goals, grouped into Sales, Activities, and Service:

Category	Templates
Sales	Revenue won, Deals won, Deals created, Contacts created, Accounts created, Quotes created, Revenue invoiced, Payments collected
Activities	Activities completed, Calls made, Meetings booked, Tasks completed, Emails logged, Notes created
Service	Tickets created, Tickets closed, Projects completed

Each template states who a record counts for. For example, deals count for the deal owner and tickets count for the ticket assignee. Amount templates such as Revenue won add up values in your base currency, so records in different currencies count fairly.

Build your own goal

Choose Create from scratch (or Build your own in the template gallery) when no template fits. You then decide:

Record — Deals, Activities, Tickets, Projects, Invoices, Quotes, Contacts, or Accounts.
Measure — Number of records, Total of a field, or Average of a field. For total and average, pick the numeric Field.
Count it on — the date that places a record in a period, such as the created date or the close date.
Only count records where — add conditions on any native field or custom property, for example “Stage is Won” or “Type is Call”.

The record type and date field you choose affect every period, so check them before you fill in targets.

Track progress

The Goals page has three tabs:

Goals overview — one row per goal.
Team performance — goals grouped under each team.
User performance — goals grouped under each person.

Use the breakdown menu to switch the columns between Total progress breakdown, Quarterly breakdown, Monthly breakdown, and Weekly breakdown. Filter by goal template, goal name, team, or pipeline, and use Display options to hide columns. All of these choices stay in the page URL, so you can share a view with a colleague.

Click a goal to open it. The goal page shows:

the current period’s Current, Target, and Remaining values;
By contributor — each person or team’s progress for the period. Click a row to see the Records counted, which is the fastest way to check an unexpected number;
By period — progress across every period of the goal.

Statuses you may see are Not started, In progress, Achieved, Exceeded, Missed, and No target.

Export and report

Export downloads the Goals table as a CSV file, using the same filters, year, and breakdown you see on screen.
Create goal report builds a report in Reports from the Goals data source. Pick a goal, choose users or teams, and choose a Gauge (total progress), Line (progress over time), or Bar (progress by person or team) chart.

Edit or delete a goal

Open the goal and click Edit to change its setup, targets, or notifications. Changing the cadence clears the targets, because they belong to the old periods.

Deleting a goal removes it and all of its targets. Commission statements that already used the goal are kept.

Permissions and visibility

kpis.view opens the Goals page. kpis.create, kpis.update, and kpis.delete control creating, editing, and deleting goals.
Members without kpis.view still see their own goals on the KPI Dashboard.
Goals follow your workspace’s data visibility. Editing a goal never changes targets for people outside what you can see.