ImprovementOctober 13, 2026
Goals show what counted
A number on a goal is only half the story. Now the other half is one click away.
- What counted. Open a pipeline-measured goal and you'll see the records behind this period's number — the jobs bid or won (with their dollars), the calls logged, the daily reports filed. Click any one to go to it.
- Hand-logged goals keep their log. Open one to see every number logged, with the note, the period and who logged it.
- Wins go somewhere. A win in the feed opens the job, its proposal, or its billing; a goal hit opens the goal itself.
- Straight to the goal. A goal tile on the dashboard, or a goal-hit notification, opens Goals with that goal expanded and in view. Project goals link to their project.