Can I migrate data between anyGoal - Set Goals. Recognize Achievement. Improve Performance. and CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services?

Migration support varies by app and category. anyGoal - Set Goals. Recognize Achievement. Improve Performance. and CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

anyGoal - Set Goals vs CLIENT ASSETS & — Salesforce

anyGoal - Set Goals. Recognize Achievement. Improve Performance. vs CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services

Side-by-side comparison · 24 data points

anyGoal - Set Goals. Recognize Achievement. Improve Performance.

5.0·33reviews

No spreadsheets. Sales goals, quotas, KPI tracking vs targets: % to goal, quota attainment, leaderboards. Data from any Salesforce object. Targets by any lookup (reps), picklist (Lead Source), custom object (Region). 100% native. Respects role hierarchy.

salesforcepaid

Change

1. Listing metadata

Field-level data

	anyGoal - Set Goals. Recognize Achievement. Improve Performance.	CLIENT ASSETS & LIABILITIES \| Tableau Accelerator for Financial Services
Tagline	“No spreadsheets. Sales goals, quotas, KPI tracking vs targets: % to goal, quota attainment, leaderboards. Data from any Salesforce object. Targets by any lookup (reps), picklist (Lead Source), custom object (Region). 100% native. Respects role hierarchy.”254 chars	“Assess and improve the profitability of your client's assets and liabilities. Identify most impactful Business Lines. Review your Client Portfolio and identify outliers. Determine the dynamics of (in/out)flows across mandates. ”227 chars
Description	1187 / 2000 chars59% used	124 / 2000 chars6% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	anyGoal	Salesforce Labs

At a glance

8 metrics · auto-computed

Feature comparison between anyGoal - Set Goals. Recognize Achievement. Improve Performance. and CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services
Metric	anyGoal - Set Goals. Recognize Achievement. Improve Performance.	CLIENT ASSETS & LIABILITIES \| Tableau Accelerator for Financial Services
Rating	5.0 ★	—
Total reviews	33	0
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	1 tier	—
Listed features	★ 9	4
Languages	1 supported	1 supported
Listed since	Aug 2012	Aug 2023

Last updated	—	—

3. Features

As listed by each developer

anyGoal - Set Goals. Recognize Achievement. Improve Performance.

SALESFORCE NATIVE DATA-DRIVEN GOAL TRACKING anyGoal is a Salesforce-native app for creating, assigning, and calculating data-driven goal performance directly in Salesforce without spreadsheets, custom code, or external tools.
ACTUAL VS TARGET, PERCENT TO GOAL, PEER RANKINGS Automatically calculate actual results vs target goal and Percent Achieved from live Salesforce data, so results are always current and measured against expectations, not raw numbers.
CALCULATE GOAL RESULTS FROM ANY SALESFORCE DATA Derive target performance from any data in Salesforce including Opportunities, Accounts, Orders, Invoices, Tasks, Leads, Activities, Products, Cases, Campaigns or any standard or custom Salesforce object.
SET TARGET GOALS BY ANY DIMENSION, NOT JUST USERS Set target goals by what matters to you, including users, teams, territories, accounts, products, regions, any standard or custom object, or picklists like Lead Source and Stage.
PURPOSE-BUILT CUSTOM LIGHTNING COMPONENTS Drop a goal component on any page and see results in seconds: Stack Ranking, Matrix, Progress Bar, Line Chart, Dynamic Gauge. Transparent, secure, role-based actual vs target for every viewer. No Code.
NATIVE SALESFORCE SECURITY AND ROLE ALIGNMENT Assign owners to target goals so access and visibility automatically follow your Salesforce role hierarchy and permissions, powering fast, secure rollout at scale.
CUSTOM GOAL CRITERIA FOR PRECISE RESULTS Apply goal-specific filters so only the exact records you intend count toward performance. Define criteria by fields like Stage, Task Type, Record Type, or custom logic to ensure results are 100% accurate.
FAST, FULLY NATIVE SETUP AND ADMIN CONTROL Set up and configure goal definitions in minutes entirely inside Salesforce. Clone goal definitions, bulk import or edit target goals, and update goal configurations over time without any code or external tools.
FLEXIBLE INTERVALS AND HISTORICAL PERFORMANCE Enter target goals by any interval - week, month, quarter, year, fiscal, or custom. Calendar and fiscal intervals automatically roll up higher-level periods. Historical results retained for YOY comparisons.

CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services

🚀 Rapid & Cost-effective Deployment Pre-built solutions that significantly reduce the time and effort required to implement analytical apps
🎯 Business Relevance & Outcome Driven Instant access to peer best practices that address common challenges and requirements for your specific industry & business function
️ Trust, Consistency & Standardization Promote consistency and standardization in data analysis and reporting across your organization Consistent metrics & user experience
🏆 Elevation of your Performance Interactive, engaging, highly professional restitutions will add value to your presentation, reinforce trust, and impress your audience

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	anyGoal - Set Goals. Recognize Achievement. Improve Performance.	CLIENT ASSETS & LIABILITIES \| Tableau Accelerator for Financial Services
quota	#9	Not ranked
dynamic	#9	Not ranked
bring neighborhood-level	#9	Not ranked

Frequently asked

Common questions about this comparison

Is anyGoal - Set Goals. Recognize Achievement. Improve Performance. or CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services cheaper?

CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services is the cheaper option — it offers a free plan (free). anyGoal - Set Goals. Recognize Achievement. Improve Performance. starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose anyGoal - Set Goals. Recognize Achievement. Improve Performance. or CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services?

AppRanks cannot separate these two on rating, because neither publishes one. anyGoal - Set Goals. Recognize Achievement. Improve Performance. does carry the larger published review base (33 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, anyGoal - Set Goals. Recognize Achievement. Improve Performance. or CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services?

Both apps are one-click installs from the Salesforce AppExchange. anyGoal - Set Goals. Recognize Achievement. Improve Performance. has the deeper published review base (33 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

anyGoal - Set Goals. Recognize Achievement. Improve Performance. typically suits early-stage and growth-mode teams based on its published review base (33 reviews). CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

anyGoal - Set Goals. Recognize Achievement. Improve Performance. vs CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services

anyGoal - Set Goals. Recognize Achievement. Improve Performance.

1. Listing metadata

CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

anyGoal - Set Goals. Recognize Achievement. Improve Performance. · 3 changes

CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services · 0 changes

7. App details

Frequently asked

Is anyGoal - Set Goals. Recognize Achievement. Improve Performance. or CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services cheaper?

Should I choose anyGoal - Set Goals. Recognize Achievement. Improve Performance. or CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services?

Which is faster to set up, anyGoal - Set Goals. Recognize Achievement. Improve Performance. or CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services?

Which works better for small vs large Salesforce AppExchange admins?

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Can I migrate data between anyGoal - Set Goals. Recognize Achievement. Improve Performance. and CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services?