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AZ Goals - Goal Tracking for Any Salesforce Object

Goal tracking that lives where your data lives

Overview

Track goals on any Salesforce object with automatic calculations, hierarchies, and proactive notifications. 100% native, no code required.

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  • Track Goals on Any Object Opportunities, Cases, Accounts, Leads—or any custom object. If it's in Salesforce, you can set a goal on it.

  • Automatic Progress Updates Goals calculate in real-time as your data changes. No manual snapshots, no spreadsheet formulas. Choose how to measure: count records, sum a field, track averages, or find highest/lowest values.

  • Percentage Goals Track scenarios like "80% of accounts should have an open opportunity" or "100% of cases should be resolved within SLA."

  • Goal Hierarchies Align goals from company → department → team → individual. Set an annual target and easily break it into quarterly, monthly, or weekly goals.

  • Proactive Notifications Bell alerts and weekly email digests let you know when goals move to At Risk or Off Track status. Stop problems before they become failures.

  • Visual Dashboard See all your goals at a glance with status cards, progress bars, and easy navigation. Sort by status, owner, or due date. Favorite the goals you track most.

The Problem: Salesforce reports tell you what happened but not whether you're on track to hit your goals. Operations managers spend hours every week in spreadsheets, manually calculating goal achievement and building reports. By the time they spot a problem, it's often too late to course-correct. There's a better way. The Solution: AZ Goals transforms Salesforce into a complete goal management platform. Set goals on any object, watch them calculate automatically, organize them into hierarchies, and get notified the moment something goes off-track—all without writing a single line of code. What you get with AZ Goals: Save 2-4 hours per week — No more manual calculations or spreadsheet updates Spot problems early — Get notified when goals go off-track, not after they've failed Keep everything in Salesforce — Your data stays where it belongs Get started fast — Point-and-click setup, no developers needed

Categories

Business Needs
Alerts
Data Visualization
Dashboards & Reports
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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