Team Goal Tracking
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Overview
Great recruitment teams thrive on clarity and momentum. ATZ CRM’s built-in goal tracking system helps you set clear targets, boost accountability, and keep performance aligned with growth—whether you're scaling a team or driving individual excellence.
🎯 Multi-level Goal Setting
Easily create goals at the agency, team, or individual level. Set targets for placements, revenue, outreach, or custom KPIs—ensuring alignment across strategic goals while accommodating personal performance drivers and team-specific workflows.
📊 Visual Progress Tracking
Get instant clarity with live dashboards and visual indicators. See performance with color-coded bars, achievement percentages, and trend lines—so managers can recognize wins, detect risks, and support teams proactively.
🔄 Real-time Performance Updates
No spreadsheets. No delay. ATZ CRM updates goal metrics live as your team works—whether it's activities logged, interviews scheduled, or placements made—keeping everyone informed and focused on what matters.
⚙️ Customisable Goal Structure
Design targets your way—from simple activity counts to advanced weighted metrics tied to compensation or client priority. ATZ CRM adapts to your exact operational needs and performance models.
📈 Performance Analytics
Dig deeper with analytics that highlight underperformance trends, top contributor habits, and conversion gaps. Benchmark against historical performance or set tailored thresholds to drive improvement across every metric you care about.
Key Benefits
Increase team motivation and accountability by tracking performance against clearly defined, transparent goals in real time.
Align individual, team, and organizational goals to ensure everyone is working toward the same strategic objectives efficiently.
Identify top performers and those needing coaching using real-time data across placements, revenue, and activity goals.
Eliminate the need for manual performance reporting with automated goal progress updates pulled directly from CRM activity.
Foster healthy competition by displaying real-time goal progress and leaderboards that encourage consistent high performance across teams.
Support fair compensation and review cycles with objective performance data tied to goal achievement and role-specific targets.
Celebrate wins and recognize achievements as they happen to boost morale, motivation, and long-term engagement across your team.
Track and measure progress toward quarterly and annual revenue, hiring, or growth goals with clear visibility into pipeline impact.
Optimize workload distribution and resource planning by identifying underperformance patterns early through consistent team goal tracking.
Promote transparency and clarity around expectations by making goal metrics visible to all users within your agency’s CRM.
How It Works
Hierarchical Goal Structure
Set goals at organization, team, and individual levels to ensure complete alignment with your agency’s performance and growth strategy.
Custom Performance Metrics
Define KPIs that reflect your agency’s priorities—placements, revenue, activities, or custom targets based on team roles and responsibilities.
Real-time Progress Visualisation
Track goal progress through live dashboards with trend lines, comparisons, and color indicators for instant performance clarity and insights.
Achievement Recognition
Automatically celebrate milestones with badges, alerts, and leaderboards that spotlight top performers and reinforce high-performance behaviors across teams.
Performance Comparisons
Compare current performance with past data, peer averages, or custom targets to identify trends and improvement opportunities within your team.
Personalised Goal Dashboards
Each user sees a tailored dashboard showing their specific goals, achievements, and progress in a clear, motivating visual format.
Use Cases
📈 Sales Team Management
Track meetings, proposals, job orders, and revenue to ensure your business development team consistently delivers strong client acquisition results.
🎯 Recruiter Performance Optimisation
Monitor submissions, interviews, placements, and ratios to identify top performers, support underachievers, and optimise overall recruitment delivery efficiency.
🥇 Team Competition Framework
Foster healthy competition using transparent leaderboards, real-time metrics, and goal-based rewards that drive consistent motivation and higher output.
👶 New Hire Onboarding
Set realistic performance milestones for new recruiters with progressive targets that align with their onboarding phase and learning curve.
📊 Executive Performance Dashboard
Give leadership real-time visibility into team and company-wide performance metrics to inform strategic decisions and forecast agency growth effectively.
Integrations
Google Workspace
Microsoft 365
Microsoft Teams
Microsoft Teams
Slack
Frequently Asked Questions
❓ Can I track different types of goals for different team members?
Yes. ATZ CRM allows full customisation of goals by role, department, or individual. For instance, sales staff can be tracked on job orders and revenue, while recruiters can be measured on CV submissions, interviews, and placements. You can tailor metrics to align with each person’s responsibilities, ensuring relevant and fair performance tracking across your organisation.
🗓️ Can goals adjust automatically based on working days or holidays?
Definitely. ATZ CRM automatically adjusts goals based on non-working days, weekends, public holidays, and approved leaves. This means your monthly and quarterly targets are always realistic and fair—ensuring that employees aren’t penalised for unavailable workdays and comparisons remain consistent across time periods and teams.
💰 Is it possible to tie goal achievement to commission calculations?
Yes. ATZ CRM integrates goal tracking with commission logic, supporting individual and team-based payout models. You can configure straight-line targets, multipliers for overachievement, tiered commissions, or role-specific incentive schemes—giving you full flexibility to reward your team based on actual performance.
👥 How does ATZ CRM handle team vs. individual goals?
ATZ CRM uses a hierarchical goal tracking system that links team and individual goals seamlessly. Managers can define team targets and distribute them proportionally across members, or set completely separate goals per individual. Aggregated metrics help visualise how individual performance contributes to collective outcomes.
👀 Can team members see each other’s goals and progress?
Visibility is fully configurable. You can restrict goal access to managers and individuals, make leaderboards public for healthy competition, or share specific KPI progress across teams. ATZ CRM gives you full control to reflect your organisation’s culture—whether it's transparency-driven or privately managed.
Have more questions?
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