anyGoal

Highlights

• SALESFORCE NATIVE DATA-DRIVEN GOAL TRACKING anyGoal is a Salesforce-native app for creating, assigning, and calculating data-driven goal performance directly in Salesforce without spreadsheets, custom code, or external tools.
• ACTUAL VS TARGET, PERCENT TO GOAL, PEER RANKINGS Automatically calculate actual results vs target goal and Percent Achieved from live Salesforce data, so results are always current and measured against expectations, not raw numbers.
• CALCULATE GOAL RESULTS FROM ANY SALESFORCE DATA Derive target performance from any data in Salesforce including Opportunities, Accounts, Orders, Invoices, Tasks, Leads, Activities, Products, Cases, Campaigns or any standard or custom Salesforce object.
• SET TARGET GOALS BY ANY DIMENSION, NOT JUST USERS Set target goals by what matters to you, including users, teams, territories, accounts, products, regions, any standard or custom object, or picklists like Lead Source and Stage.
• PURPOSE-BUILT CUSTOM LIGHTNING COMPONENTS Drop a goal component on any page and see results in seconds: Stack Ranking, Matrix, Progress Bar, Line Chart, Dynamic Gauge. Transparent, secure, role-based actual vs target for every viewer. No Code.
• NATIVE SALESFORCE SECURITY AND ROLE ALIGNMENT Assign owners to target goals so access and visibility automatically follow your Salesforce role hierarchy and permissions, powering fast, secure rollout at scale.
• CUSTOM GOAL CRITERIA FOR PRECISE RESULTS Apply goal-specific filters so only the exact records you intend count toward performance. Define criteria by fields like Stage, Task Type, Record Type, or custom logic to ensure results are 100% accurate.
• FAST, FULLY NATIVE SETUP AND ADMIN CONTROL Set up and configure goal definitions in minutes entirely inside Salesforce. Clone goal definitions, bulk import or edit target goals, and update goal configurations over time without any code or external tools.
• FLEXIBLE INTERVALS AND HISTORICAL PERFORMANCE Enter target goals by any interval - week, month, quarter, year, fiscal, or custom. Calendar and fiscal intervals automatically roll up higher-level periods. Historical results retained for YOY comparisons.