Overview
Sets and monitors KPIs for individuals or teams, with progress visibility over time.
For Admins
Configure access, defaults, and data settings for Goals Tracker in XFatora.
For End Users
Follow the daily workflows and keep records updated in Goals Tracker in XFatora.
Key concepts
Key terms, statuses, and records that appear in Goals Tracker in XFatora.
Setup & prerequisites
Connect required settings, templates, and defaults for Goals Tracker in XFatora.
Roles & permissions
Assign role-based access, approvals, and visibility for Goals Tracker in XFatora.
Main workflows
Content coming soon.
Screens & fields reference
Use these screens and fields to complete tasks inside Goals Tracker in XFatora.
Automations & notifications
Review automation rules and notifications available in Goals Tracker in XFatora.
Reports & dashboards
Track KPIs and dashboards powered by Goals Tracker in XFatora.
Common mistakes
- Skipping required configuration before the first workflow.
- Not assigning the correct permissions for team roles.
- Forgetting to review automation or notification settings.
FAQs
How do I enable this module?
Ask an admin to enable the module from Settings > Modules, then refresh your access.
Can I export data from Goals Tracker?
Yes, use the export actions available in list views to download CSV files.
How do I get notified of changes?
Configure notifications in Settings > Notifications for this module.