База знаний

Expenses

Tracks company costs associated with projects or departments.

• Add supplier, category, amount, and invoice attachment.
• Mark expenses as billable when applicable.

Goals

Monitors financial or operational targets.

• Define metric type (Sales, Leads, Projects Completed).
• Set start and end dates.
• Track percentage completion.

Surveys

Collects feedback from customers or staff.

• Build survey forms and distribute via link or email.
• Review responses in real‑time analytics.

Fields & Functions Summary

• Expense Category: Classification of spending.
• Goal Type: Metric to measure.
• Survey Question: Data collection point.

Section Summary: Auxiliary modules provide insight into internal performance and customer sentiment.

Key Takeaways:

• Record all project‑related costs.
• Use goals to motivate and measure performance.
• Deploy surveys for data‑driven improvements.