new
Goals
For admins
For end-users
Integration
📊 Automatically Update Goal Progress via Excel Integration
You can now connect Excel files directly to your Teamflect goals! This powerful update lets you automatically update your goal progress by linking a specific cell in an Excel file stored in your OneDrive or SharePoint.
Here’s what you can do:
⚙️ Set up a
dynamic goal progress update
from a cell in Excel🔁
Automatically sync updates
from Excel without manual editsThis feature is perfect for teams tracking metrics like KPIs, budget, or completion rates in spreadsheets. Once set up, progress is pulled straight from your Excel file—no more copy-pasting!
Prerequisites – Before You Begin:
- Enable Excel Integration from the Admin Center
- Navigate to the Admin Center in Teamflect.
- Open the Goals module.
- Locate and enable the toggle labeled "Excel Integration"
ℹ️ Note: This step must be completed by a Teamflect Administrator.