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Goals & Metrics (KPIs)

Set goals and track KPIs with measurement pulled automatically from across your business — the direction at the top, the daily actions tracked underneath.

Standard module API roadmap
getzulu.io/goals
Goals · June auto-tracked across modules
Monthly revenue $48k of $60k target
New customers 18 of 25 target
Quotes sent 42 of 40 target
What it does

Know exactly where your business is heading.

Goals without measurement are just wishes. Set overall targets and the activity targets beneath them, then let Zulu track progress automatically from data already in the system — no spreadsheets.

Goals & KPIs

Create independent goals for outcomes like revenue, plus the activity targets — cold calls, quotes sent — that drive them.

Automated tracking

Targets update themselves from live numbers in Sales, CRM activity and other modules, so there's no manual data entry.

Progress at a glance

Watch each goal trend toward its target with clear at-a-glance indicators of how you're tracking right now.

By team or person

Split metrics across teams or individual users, with flexible permissions for who sees and owns what.

How it connects

A clean dashboard for your team — an endpoint for your agent.

Goals & Metrics is live in the Zulu app today, pulling live numbers from Sales, CRM activity and other modules so tracking is automatic, not manual. A dedicated goal API resource is on the roadmap — and we never claim an endpoint before it ships.

Planned for your agent
  • Read KPI progress
  • Update targets
  • Report on results

No public endpoints yet

The goal resource is on the roadmap. We never claim an endpoint that isn't live — subscribe to the changelog to know the moment it ships.

See the API reference
Best for

Who gets the most from Goals & Metrics (KPIs).

Sales managers

Track call and quote targets per rep, with results rolling up automatically from CRM activity.

Owners & shareholders

Set a revenue or profit goal and watch it trend against target without building a single spreadsheet.

Operations & production

Monitor team output, efficiency and throughput so managers can see where to improve, in real time.

“It's provided systemisation where we were lacking it — and enabled us to grow year on year.”

Aston Wells Kiwi Commercial Cleaning
More than a module

It all runs as one system.

Every Zulu module is part of the same connected platform — that's what makes it more than the sum of its features.

One connected database

Enter a customer, product or job once and it flows everywhere — quotes, invoices, stock, jobs and reports. No double-entry, no exporting between tools.

Grows with you

Switch on more modules as you scale — same login, same data, one simple bill. You only run the parts of Zulu your business actually needs.

One API for all of it

Every module speaks the same documented REST API — so your team and your AI agent work from one source of truth, with no glue code in between.

Run Goals & Metrics (KPIs) on Zulu.

One login, one simple fee, and API access in every plan. Start free — no credit card.