Issue 1: “My Goal Isn’t Tracking Progress”
Possible Causes
The selected metric has no data in the chosen time period
Filters are too restrictive (e.g., filtering by job type with no active jobs)
The goal start date is in the future
A user’s team changed during the goal period (team-level tracking impact)
Solutions
✅ Check Your Data
Go to Advanced Reporting.
Run the same metric and filters used in the goal.
If no data appears, there are no matching records in your CRM.
Fix:
Adjust filters to include active data.
Wait for relevant activities (placements, submissions, etc.) to be logged.
✅ Verify Goal Settings
Open the goal from your Goals Dashboard.
Check the start and end dates.
If the start date is in the future, progress will only begin tracking when the goal period starts.
Fix:
Edit the goal and set the correct start date if needed.
✅ Review Filters
Go to the goal → Details section.
Review all applied filters (job type, client segment, etc.).
If your filters are too specific, they might exclude all data.
Fix:
Simplify your filters or remove unnecessary ones.
✅ Team Changes (For Team Goals)
If users switch teams mid-period:
Their earlier contributions count toward the old team.
Their new contributions start counting only after they join the new team.
Fix:
This is expected system behavior.
If you want to reallocate past progress, manually edit the goal and adjust targets.
Issue 2: “I Can’t See a Goal That Was Created”
Possible Causes
You don’t have permission to view that goal.
The goal was assigned to another team or user.
You’re viewing the wrong tab on the Goals Dashboard.
Solutions
✅ Check Your Role
Role | What You Can See |
Admin | All company, team, and user goals |
Team Manager | Goals for their team and users (Team Goals + User Goals tabs) |
User | Only their assigned goals (User Goals tab only) |
Fix:
If you’re not an admin, you may not have access to all goal types.
✅ Check Goal Scope
Company Goals (No Team Breakdown): Only visible to Admins.
Company Goals (With Team Breakdown): Team Managers can see their team’s portion.
Team Goals: Only visible to the assigned team.
User Goals: Visible only to assigned users and their team manager.
Fix:
Ask the goal creator or admin to confirm which team or users the goal was assigned to.
✅ Check the Right Tab
Tab | What It Shows | Who Can See It |
Overview | Summary of all goals (Company, Team, User) | Admins & Team Managers |
Company Goals | Company-wide targets | Admins only |
Team Goals | Goals assigned to specific teams | Admins & relevant Team Managers |
User Goals | Goals assigned to individual users | Admins, Team Managers (for their teams), and assigned users |
Fix:
Switch to the Team Goals or User Goals tab to find goals relevant to your role.
Issue 3: “Goal Progress Looks Incorrect”
Possible Causes
Metric definition differs from what’s shown in Advanced Reporting
A user was removed from a team mid-period
Delayed CRM data sync
Solutions
✅ Recheck Metric Definition
Compare the goal’s metric setup with Advanced Reporting.
If the metric or filters differ, results will too.
Example: A goal tracking “Placements” but the report uses “Deals Closed” will show different numbers.
Fix:
Align both metrics or recreate the goal with consistent definitions.
✅ Confirm Team Membership
If a user left or joined a team mid-period:
Their data might be split between teams.
Progress shown per team reflects only their active period in that team.
Fix:
This is by design. Edit the goal if redistribution of targets is needed.
✅ Wait for Data Sync
Data syncs with the goal dashboard takes some time. Updates may take a few hours to reflect.
Fix:
Wait a few hours and refresh the dashboard.
Issue 4: “Notifications Aren’t Sending”
Possible Causes
Notifications are disabled for that goal.
User doesn’t have email or Slack/Teams integration enabled.
The goal hasn’t started yet (no trigger condition).
Solutions
Go to Goal → Edit → Step 3: Notifications.
Check that relevant notification types (Goal Start, Goal Met, Weekly Updates, etc.) are selected.
Ensure users have valid email addresses or connected integrations.
Fix:
Re-enable notifications or wait until the goal period begins.
Issue 5: “I Deleted a Goal by Mistake”
What Happens
When a goal is deleted:
It’s permanently removed from Recruiterflow.
All historical progress and data are erased.
Deleted goals cannot be recovered.
Solutions
Unfortunately, deleted goals cannot be restored.
Fix:
Recreate the goal with the same metric and duration. You can reference Advanced Reporting to rebuild historical data if needed.
Quick Tips
✅ Use Advanced Reporting to Validate: Always cross-check your goal metrics against live reports.
✅ Simplify Filters: Over-filtering is the #1 reason for missing or incomplete data.
✅ Check the Right Dashboard Tab: Company, team, and user goals are displayed separately.
✅ Don’t Panic Over “At Risk” Status: It’s a pacing indicator, not an error.
❌ Don’t Manually Adjust Data: Progress updates automatically, changing CRM records will update your goals too.