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.
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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 edits
This 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:
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  • 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.