Reports, goals and surveys
Create and manage goals
Use this Pixie CRM guide to create and manage goals. It covers the navigation path, key controls and the checks that confirm completion.
Where to goGoals → New Goal
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create and manage goals, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Goals → New Goal in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Goal type, Subject or metric, Staff/team, Target.
- Then check Start and end dates, Achievement status. Use verified information and do not fill optional values with placeholders.
- Complete Create and manage goals using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Goal type
Subject or metric
Staff/team
Target
Start and end dates
Achievement status
Checks before you finish
- Check date range, filters and grouping.
- Keep the same context when comparing periods.
- Validate exports against the on-screen report.
- Record the reporting period when sharing figures.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.