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Strategy🚀 COMING SOONModule 24

Team Goals & KPIs

OKR Tracking & Team Performance Dashboards

Set OKRs and KPIs, track individual and team performance in real time, and connect objectives directly to CRM pipeline and activity data.

What is Team Goals & KPIs?

Team Goals & KPIs brings strategic alignment into daily operations. Set company-level OKRs and break them into team and individual KPIs. Each KPI can be connected to a live metric — deals closed, revenue generated, WhatsApp conversations handled, leads converted. Progress bars update in real time as CRM data changes. Managers get a performance dashboard showing every team member's progress at a glance. Quarterly review tools help teams reflect, celebrate wins and reset for the next period. Recognition features let managers highlight top performers publicly.

🚀This feature is currently in development. Enter the platform and install it from the App Store the moment it launches.
Key Capabilities
OKR framework — company, team and individual
KPI connected to live CRM metrics
Real-time progress tracking
Team performance dashboard
Quarterly review & reflection tools
Recognition & leaderboard features

How It Will Work

01
Set company OKRs and break them into team KPIs
02
Link each KPI to a live metric — deals, revenue, leads
03
Progress updates automatically as CRM activity occurs
04
Managers monitor performance from the team dashboard
05
Quarterly reviews summarise progress and reset targets

Frequently Asked Questions

Can KPIs pull data from the CRM automatically?

Yes. KPIs can be linked to CRM metrics like deals closed, revenue generated or contacts created — and update in real time.

Is OKR methodology supported?

Yes. The module is built around the OKR framework with Objectives and measurable Key Results.

When does this launch?

Currently in development.

Works Best With

Team Goals & KPIs connects natively with these modules — install them together for the full automated workflow.

Team Goals & KPIs is coming soon.

We are building Team Goals & KPIs right now. Enter the platform to see what is live today — and get notified the moment this launches.