The item “Goals” is found in the main menu, in the "Tasks" category. This feature allows you to pin, edit and view the goals to be achieved.
The Goose Goals can in fact be a viable alternative to documents for those who prefer them. Thanks to this feature, in fact, you can keep track of, for example, the number of quotes or taxable amount of invoices of a customer or over a selected period of time.
Once the module is accessed a list is displayed.
The top bar shows the basic and advanced search tools on the left.
On the top right are the New Element and Show Favourites functions. These functions may be displayed or not, depending on the data displayed in the module or on the permissions set by the system administrator.
Allows you to enter a new element in the list.
Allows you to export all the displayed data.
This allows you to filter the list by displaying only the elements already entered in favourites.
The New Element function is only displayed if the module allows for data input but above all, based on user privileges.
Clicking on the Goal in the list displays the Goal tab.
Clicking on the input button opens a new window that allows you to complete the fields regarding the Goal.
Would you like to learn more about the Dashboard and its potential? Click here.
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