Goals Tracking

Goals Tracking is feature in SudoWorkspace to track goals.

Available goals tracking:

• Achieve Total Income (Income will be calculated in your base currency (not converted)
• Convert X Leads
• Increase Customer Number (Leads Conversion is Excluded)
• Increase Customer Number (Leads Conversions is Included)
• Make Contracts By Type (Is calculated from the date added to database)
• Make Contracts By Type (Is calculated from the contract start date)
• X Estimates Conversion (Will be taken only estimates who will be converted to invoices)

Setup New Goal

To setup new goal go to Utilities -> Goals Tracking and click on the button New Goal .

• Subject – This field is for your own purpose. Set subject so you can easily recognize your goals.
• Goal Type – Goal types are explained above this article.
• Achievement – Eq. If is goal type is Convert X Leads . This is is the total number of lead to convert so this goal can be achieved. Achievement field also can be and amount when setting goal type Achieve Total Income .
• Start Date – When calculation achievement for this goal start.
• End Date – When calculation achievement for this goal end.
• Description – Description is for your own purposes.
• Notify staff members when goal achieve – Do you want to notify all staff members when this goal achieve.
• Notify staff members when goal failed to achieve- Do you want to notify all staff members when this goal failed.