Goal groups and calculation types

What the CRM calculates: **Tasks**, sales, and other goal groups.

Last updated 20 days ago

The group defines the source of the result for Hanna. Leads applies to the volume of new or converted records, Contacts to the volume of created Contacts, and Tasks to created or completed Tasks. Sales covers Invoices, preliminary Invoices, payments, and Opportunities. Contracts measures the volume or value of contracts, Communication tracks logged emails or calls, and Orders tracks the volume or value of Orders.

The type specifies the action being calculated. For example, within the sales group, the Invoices value and Opportunities stage changes represent different types. Once a type is selected, the form displays the relevant filters. Choose a single, clear business outcome for each goal. If you wish to track both the value and the volume of Invoices, create two separate goals—this makes progress easier to understand.

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