Goals — sales targets that track themselves
Goals lets you write down what your team is aiming for in a given period — "180,000 lei invoiced by the end of the quarter", "convert 40 leads", "sign 12 maintenance contracts" — and then shows how far along you are.
The part that matters: nobody updates the progress by hand. TSync reads the answer out of your own invoices, leads, customers, contracts and estimates. A goal cannot drift away from reality, because there is no separate number to keep in sync.
Open it
Sales → Goals in the sidebar, or go to /admin/goals.
If you do not see it, the module is switched off for your installation, or your role has no permission for it — ask your administrator.
Create a goal
Press New goal and fill in four things.
Subject. What you call it. This is what everyone sees in the list, so write it the way you would say it out loud: "Q3 invoicing — Chișinău team", not "goal 4".
Goal type. What is actually being counted. This is the only field that changes how progress is measured:
| Goal type | What TSync counts |
|---|---|
| Achieve total income | Money actually received in the period (payments), not invoices issued |
| Achieve total invoiced amount | The value of invoices issued in the period, paid or not |
| Convert X leads | Leads that became customers inside the period |
| Increase customer number (leads excluded) | New customers created directly, not counting converted leads |
| Increase customer number (leads included) | New customers, counting converted leads too |
| Make contracts by type (by date added) | Contracts of one type, counted from the date they were entered |
| Make contracts by type (by start date) | The same contracts, counted from the contract's own start date |
| X estimates converted | Estimates turned into invoices in the period |
Two pairs here look identical in the list and are not. Income vs invoiced is the difference between money in the bank and money owed to you — pick "income" if the goal is about cash, "invoiced" if it is about sales activity. And contracts by date added vs by start date will give different answers whenever you enter a contract in one month that starts in another; choose the one your team is actually judged on.
Total. The number to reach — an amount for the money goals, a plain count for the rest.
Start date and end date. The period. Everything outside it is ignored, so a goal is a window, not a running total since the beginning of time.
Optionally, Contract type narrows a contract goal to one type, and Notify staff when the goal succeeds or fails sends an e-mail once the period closes.
Reading the list
Each goal shows its period, its target and its achievement — the progress TSync computed just now. Open a goal to see the same figure with the detail behind it.
Because the number is derived, it moves on its own: record a payment today and the income goal moves today. There is nothing to press.
Notifications
If you ticked the notification option, TSync e-mails the chosen staff when the period ends — one message saying the goal was reached or missed. It is a closing note, not a daily nag; nothing is sent while the period is still open.
What Goals is not
- It does not assign a target to an individual salesperson and score them. A goal belongs to the company for a period, not to a person.
- It does not change anything. Nothing in Goals writes to an invoice, lead or contract — it only reads.
- It is not a forecast. It reports what has happened so far against what you asked for; it makes no attempt to predict where you will land. For forward-looking work see Reports.
If the number looks wrong
Check these three, in this order — one of them explains almost every surprise:
- The period. A payment dated one day outside the window is not counted, and dates are the most common cause of a "missing" amount.
- Income vs invoiced. An unpaid invoice counts towards invoiced, never towards income.
- The contract goal's date basis. "Date added" and "start date" legitimately disagree — confirm which one the goal uses.
If all three check out and the figure is still off, the underlying records are what the goal reads, so open the matching list (Invoices, Leads, Contracts) and filter it to the same period — the goal cannot show anything the list does not.