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Add Sales Goals / Quotas #638

@micropyramid-dev

Description

@micropyramid-dev

Summary

Set and track sales targets for reps and teams by period.

Description

Sales goals that:

  1. Set revenue/deal targets per rep
  2. Monthly/quarterly/yearly goals
  3. Track progress vs target
  4. Team rollup goals
  5. Goal attainment reporting

Acceptance Criteria

  • Create goals (revenue, deals closed, activities)
  • Assign to user or team
  • Time period (month, quarter, year, custom)
  • Real-time progress tracking
  • Visual progress indicator (% of goal)
  • Goal dashboard for managers
  • Leaderboard view
  • Goal attainment history
  • Notifications at milestones (50%, 90%, 100%)
  • Weighted goals by deal type

Technical Notes

  • Goal model with target type and value
  • Aggregate queries for progress
  • Consider caching for performance
  • Historical tracking for trends

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