Goals - Revision history

Ashley DeBon at 09:04, 20 July 2026

2026-07-20T09:04:02Z

Ashley DeBon at 09:03, 20 July 2026

2026-07-20T09:03:20Z

Ashley DeBon: /* Cancel Goal */

2026-07-20T08:55:51Z

‎Cancel Goal

Ashley DeBon at 08:44, 20 July 2026

2026-07-20T08:44:39Z

Ashley DeBon at 08:44, 20 July 2026

2026-07-20T08:44:06Z

Ashley DeBon: /* Funnel Goals */

2026-07-20T08:43:44Z

‎Funnel Goals

Ashley DeBon at 08:43, 20 July 2026

2026-07-20T08:43:29Z

Ashley DeBon at 08:42, 20 July 2026

2026-07-20T08:42:44Z

Ashley DeBon: Created page with "= Funnel Goals = == Navigation == '''Direct URL:''' `/funnel/goals/` '''Menu:''' Funnel / Sales → Goals ''Note:'' This feature is not included in `seed_me..."`


2026-07-20T08:32:44Z
Created page with "= Funnel Goals =  == Navigation == '''Direct URL:''' <code>/funnel/goals/</code>  '''Menu:''' Funnel / Sales → Goals  ''Note:'' This feature is not included in <code>seed_me..."
New page
= Funnel Goals =



== Navigation ==

'''Direct URL:'''

<code>/funnel/goals/</code>



'''Menu:'''

Funnel / Sales → Goals



''Note:'' This feature is not included in <code>seed_menuurl.sql</code> or the Funnel sidebar (Current Funnel / Opportunities). Access it directly using the URL or through a live menu entry if configured.



== Purpose ==



Allows managers to create and manage sales goals based on '''Dollar''' or '''Points''' targets for individual users or markets. Progress is calculated from opportunities or event points within the selected date range. Goals can be edited, completed, cancelled, or configured to automatically restart.



== Permissions ==



{| class="wikitable"

! Role !! Access

|-

| Logged-in User || View goals available to their assigned users/markets.

|-

| Manager || View, search, create, edit, complete, and cancel goals.

|-

| Market Manager || View and search goals for assigned markets. Cannot create, edit, complete, or cancel goals.

|}



== Steps ==



=== View Goals ===



# Log in to CallProof.

# Navigate to <code>/funnel/goals/</code>.

# Review the list of configured goals.

# The following information is displayed:

#* User or Market

#* Goal

#* End Date

#* Status

#* Result

#* View Note



=== Search Goals ===



Managers and Market Managers can filter goals using:



* User

* Select Markets

* Goal Type (Dollar or Points)

* Status



Click '''Search''' to display matching goals.



=== Add Goal ===



''Managers only.''



# Click '''Add Goal'''.

# The New Goal page (<code>/funnel/new_goal/</code>) opens.

# Select the '''Goal Type'''.

#* Dollar

#* Points

# Enter the target amount.

# Assign the goal to:

#* A specific user, or

#* Select '''Markets''' and choose a market.

# Select the '''Start Date'''.

# Select the '''End Date'''.

# Optionally enter '''Notes'''.

# Optionally enable '''Restart Goal when Completed'''.

# Click '''Add'''.



'''Note:'''

* Only one '''Ongoing''' or '''Not Started''' goal can exist for the same user or market.



=== Edit Goal ===



''Managers only.''



Only goals with the following statuses can be edited:



* Not Started

* Ongoing



Steps:



# Click the '''Edit''' icon.

# Update the goal amount, notes, or restart option.

# Click '''Save'''.



=== Cancel Goal ===



''Managers only.''



Only goals with the following statuses can be cancelled:



* Not Started

* Ongoing



Steps:



# Click the '''Cancel''' icon.

# Confirm the cancellation.

# The goal status changes to '''Cancelled'''.



=== Complete Goal ===



''Managers only.''



# Click the '''Complete''' icon.

# Confirm the action.

# The goal status changes to '''Completed'''.



== Goal Progress ==



{| class="wikitable"

! Goal Type !! Progress Calculation

|-

| Dollar || Opportunity Value × Opportunity Probability within the goal date range.

|-

| Points || Total event points earned during the goal date range.

|}



== Goal Statuses ==



{| class="wikitable"

! Status !! Description

|-

| Not Started || Goal has not yet reached its start date.

|-

| Ongoing || Goal is currently active.

|-

| Completed || Goal has been marked as completed.

|-

| Not Completed || Goal ended without completion.

|-

| Cancelled || Goal was manually cancelled.

|}



== Automatic Restart ==



When '''Restart Goal when Completed''' is enabled, a new goal is automatically created after the current goal ends.



Background processing is handled by:



* <code>goals_update_restart</code>

* <code>GoalsUpdateWrapper</code>

← Older revision		Revision as of 09:04, 20 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[Website]] - [[Goals]]	+	Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Goals]]

	= Funnel Goals =		= Funnel Goals =

← Older revision		Revision as of 09:03, 20 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[Website~~]] - [[Goals~~]] - [[Goals]]	+	Path: [[Callproof Support]] - [[Website]] - [[Goals]]

	= Funnel Goals =		= Funnel Goals =

Goals - Revision history

Ashley DeBon at 09:04, 20 July 2026

Ashley DeBon at 09:03, 20 July 2026

Ashley DeBon: /* Cancel Goal */

Ashley DeBon at 08:44, 20 July 2026

Ashley DeBon at 08:44, 20 July 2026

Ashley DeBon: /* Funnel Goals */

Ashley DeBon at 08:43, 20 July 2026

Ashley DeBon at 08:42, 20 July 2026

Ashley DeBon: Created page with "= Funnel Goals = == Navigation == '''Direct URL:''' /funnel/goals/ '''Menu:''' Funnel / Sales → Goals ''Note:'' This feature is not included in seed_me..."

Ashley DeBon: Created page with "= Funnel Goals = == Navigation == '''Direct URL:''' `/funnel/goals/` '''Menu:''' Funnel / Sales → Goals ''Note:'' This feature is not included in `seed_me..."`