When creating a new goal in Introw, you define exactly what you want to measure, how it should be counted, and who can see it. Goals are powered directly by your CRM data and can track any object, metric, or partner-related activity available in your CRM.
Creating a goal and configuring goal settings
Step 1: Name and describe our Goal
Give your goal a clear and meaningful name and an optional description.
Examples:
Revenue target 2025: Amount of revenue to be closed won via partners
X-mas lead goal: Register 5 new leads before Christmas
The name appears in all overviews, details, and partner views (if visible externally).
Step 2: Set the visibility
Choose who should be able to see the goal:
Public
This goal is visible to Introw users and partners via a goal section in the partner experience. Learn more
Internal
This goal is for internal team use only and will not be visible to the partner.
Visibility can be changed later without affecting the goal’s data.
Step 3: Select the attributed CRM object you want to track
Select the CRM object that is attributed to partners and you want to measure.
By default Introw will include all attributions but if you want you can create a goal that only takes into account specific attributed deals for example.
Deals or opportunities
Leads
Tickets or cases
Any custom object in your CRM
Step 3: Configure how the goal is calculated
Here you define what and how goals gets counted, which date determines inclusion, and which records qualify. These three settings work together to define exactly which records count toward your goal.
Aggregation method (how progress is measured
Count: Number of objects (e.g. Leads registered this quarter)
Sum: Total of a numeric field (e.g., deal amount)
Date property (which timestamp to evaluate)
The date property determines which date field of your object is used to determine when a record falls inside your goal’s timeframe.
E.g. Created Date, Close date (“deals closed this month”)
Filters (which records qualify)
Apply filters to include only relevant items, such as:
E.g. Deal Stage = Closed Won
E.g. Opportunity type = New opportunity
Aggregation property (which property to use for the aggregation of data)
Choose which numeric property Introw should use to calculate a sum.
Examples:E.g. Deal Amount
E.g. ARR
E.g. Number of subscriptions
Step 4: Choose a frequency and time range
Select a frequency and time range to define how often the goal repeats and which records count toward achieving it.
Frequency
Set a recurring frequency to quickly create recurring goals at scale, such as:
Monthly goals
Quarterly goals
Annual goals
Example: “Partners must register 3 new leads every month.”
This is ideal for partner performance rhythms and automated recurring measurement.
Time Range
Defines when a record must fall with the previously selected date property to count toward the goal. Also determines when a goal is considered Not started, On track, Behind
Example: “Track all partner-sourced created deals between Jan 1 and Mar 31.”
Step 5. Define the target type and values
Choose how targets are assigned:
Tier-Based Target: Apply the same target to all partners in a tier (e.g., all Gold partners must achieve 10 deals per quarter).
Partner-Specific Target: Each partner has their own personalized target. You can also define a default target for new partners automatically.
Adding a partner override: For partner-specific goals, you can adjust the default targets individually for each partner.
Example: Most partners have a target of 10 deals, but Partner X has a target of 15 deals due to higher capacity or a better joint value proposition or co-marketing activities.
This allows scaling personalized goals while still managing them efficiently.