What is anyGoal, and how does it help turn data into action in Salesforce?
anyGoal is a native Salesforce solution that helps organizations improve what matters most by setting and tracking data-driven goals for any data (Opportunities, Activities, Custom Objects, etc.), any target (Users, Products, Territories, Offices, Teams, Custom Objects, etc.), and any time period. Instead of just showing raw numbers, anyGoal compares actual vs. target performance and calculates percentage achieved and peer ranking, making it easy to take action and drive continuous improvement.
Can I track goals for any Salesforce object with anyGoal?
Yes. anyGoal supports any Salesforce object, including standard and custom objects. More than just flexibility, it’s fully customizable to your needs—whether tracking sales performance, customer success, activities, fundraising, operations, or other key metrics. You define the goals that matter most, and anyGoal ensures you stay focused on driving real impact.
How does anyGoal help my team understand performance analytics better than standard reports?
anyGoal provides real-time, visual goal tracking using custom Lightning components like Donut, Gauge, Line Chart, Matrix, Progress Bar, Metric, and Stack Ranking. These components make it easy to compare actual results vs. targets and, more importantly, track percentage achieved, which gives a clearer picture of progress than raw data alone. By highlighting actual performance relative to goals, anyGoal enables users to make data-driven adjustments and improve results. anyGoal’s components also allow users to build interactive analytics on Lightning pages, providing real-time insights directly in Salesforce.
How quickly can I set up and start tracking goals with anyGoal?
Setup is fast—just define your goals, choose a target group, and start tracking. anyGoal’s drag-drop-done approach makes it easy to configure goal tracking in Salesforce. Within minutes, you can see how you're performing against targets, identify trends, and make informed adjustments to stay on track.
Can anyGoal track goals across different time periods?
Yes, anyGoal supports daily, weekly, monthly, quarterly, annual, fiscal and custom intervals, allowing you to track performance over any timeframe that aligns with your business strategy. When you create a goal definition for a smaller interval, such as weekly, anyGoal automatically calculates results for all larger intervals—including month, two-month, quarter, and year—without any additional setup. This ensures seamless tracking across different timeframes while providing historical comparisons and trend insights using Line Chart and Matrix components.
Can anyGoal track performance at different levels, from individuals to company-wide goals?
Yes. anyGoal allows you to track performance at any level—individual users, teams, departments, territories, regions, products, branches and custom objects. You can set goals for a single individual or scale up to company-wide objectives, ensuring alignment across the organization. Instead of just showing raw numbers, anyGoal calculates percentage achieved against targets, making it easy to measure progress and drive informed decisions.
How does anyGoal enhance accountability and team empowerment?
anyGoal provides clear, real-time visibility into performance for individuals, teams, and the entire company. By visually comparing actual results to targets and showing percentage achieved, it helps teams stay aligned, make proactive adjustments, and improve performance—whether tracking sales, service metrics, or operational goals.
How does anyGoal help maximize our Salesforce investment?
Salesforce provides the data—anyGoal ensures you take action on it. By enabling goal tracking for any data, any target, and any time period, anyGoal adds essential performance insights directly inside Salesforce. Teams can instantly see actual vs. target comparisons, percentage achieved, and trends over time, helping organizations close performance gaps and drive measurable improvements—all without complex reports or manual data tracking.
How does anyGoal help companies make better decisions with their Salesforce data?
anyGoal transforms raw Salesforce data into actionable insights by adding context—actual results vs. target goals and percentage achieved. This allows leadership to make data-driven decisions in real time, ensuring teams stay on track and continuously improve performance. By making goals visible and measurable across any level—from individual reps to the entire company—organizations can align priorities and drive meaningful outcomes.
How do I get started with anyGoal in Salesforce?
Getting started is easy. You can request a free demo or trial to see how anyGoal helps you set and track goals that align with your organization’s key priorities. Whether you need to improve sales velocity, customer engagement, or operational efficiency, anyGoal makes it simple to track and improve what matters most.