Goals (New web) - Revision history

Ashley DeBon at 07:20, 23 July 2026

2026-07-23T07:20:17Z

Ashley DeBon at 07:17, 23 July 2026

2026-07-23T07:17:50Z

Ashley DeBon: /* Mark Complete */

2026-07-23T07:16:06Z

‎Mark Complete

Ashley DeBon at 07:15, 23 July 2026

2026-07-23T07:15:49Z

Ashley DeBon: /* Goals */

2026-07-23T07:14:53Z

‎Goals

Ashley DeBon: /* Cancel a Goal */

2026-07-23T07:10:17Z

‎Cancel a Goal

Ashley DeBon: /* View Goals */

2026-07-23T07:03:01Z

‎View Goals

Ashley DeBon: /* Goals table */

2026-07-23T07:01:15Z

‎Goals table

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Goals (New Web) = Goals = '''Screen title:''' Goals '''Browser title:''' Goals '''Address:''' /funnel/goals/ 2026-07-23T07:01:03Z Created page with "Path: Callproof Support - New Website - Goals (New Web) = Goals = '''Screen title:''' Goals '''Browser title:''' Goals '''Address:''' <code>/funnel/goals/</c..." New page Path: [[Callproof Support]] - [[New Website]] - [[Goals (New Web)]] = Goals = '''Screen title:''' Goals '''Browser title:''' Goals '''Address:''' <code>/funnel/goals/</code> Use this screen to set and track sales goals for a '''rep''' (individual) or a '''market'''. Goals can be measured in '''Dollars''' (opportunity pipeline value) or '''Points''' (activity points). [[File:Goals.png|300px|thumb|Goals]] From this screen you can: * Add a goal for a user or a market * Filter goals by type, user/market, and status * View progress (Result vs target) * View and edit notes * Edit an active goal (amount, notes, auto-restart) * Cancel a goal * Mark a goal complete (managers) <div style="clear:both;"></div> == How to open Goals == === Option A — From the main menu === # Sign in to CallProof. # In the left sidebar, open the Opportunities / Funnel / Goals area (label may vary by company setup). # Choose '''Goals'''. === Option B — Open Goals directly === # Open your web browser. # Go to your CallProof website and add <code>/funnel/goals/</code> at the end of the address (for example: <code>https://appv2.callproof.com/funnel/goals/</code>). # Press '''Enter'''. # The Goals list appears. == Permissions == * You must be '''signed in'''. * Signed-in users with access can '''view''' goals for users/markets they are allowed to see. * '''Managers''' can '''Add Goal''', '''Edit''', '''Cancel''', and '''Mark Complete'''. * '''Market managers''' may be blocked from adding goals (manager permission required for Add). * Non-managers typically do not see Edit / Cancel / Mark Complete actions. * Company menu permissions control whether this screen appears in your sidebar. == What you see on the screen == === Header === * Title: '''Goals''' * '''Add Goal''' button * '''Filter''' button === Goals table === | Column | What it shows | |---|---| | '''User/Market''' | Rep name (individual goals) or market name (market goals) | | '''Goal''' / '''Goal (Dollar)''' / '''Goal (Points)''' | Target amount — label changes based on filter | | '''End Date''' | When the goal period ends | | '''Status''' | Not started, Ongoing, Completed, Not completed, or Cancelled | | '''Result''' | Progress as '''current / target''' (for example <code>12500/20000</code>) | | '''Notes''' | Eye icon to view / edit notes | | '''Mark Complete''' | Toggle (managers) — for Completed, Ongoing, or Not completed goals | | '''Actions''' | Edit and Cancel (managers) — only enabled when status is '''Ongoing''' or '''Not started''' | === Empty state === * If nothing matches: '''No goals found''' == How Result is calculated == * '''Dollar goals:''' Result adds opportunity '''derived value''' (value × probability %) for opportunities whose '''close date''' falls between the goal’s start and end dates. #* Individual goal → that rep’s opportunities #* Market goal → opportunities for users in that market * '''Points goals:''' Result uses activity / event points earned in the goal period. * '''Not started''' goals show '''0''' progress until the goal becomes active. == Field guide == === Goals Filter === Open with the '''Filter''' button. * '''Goal Type''' — All, Dollar, or Points * '''Select User''' — one user or all (when not filtering by market) * '''Select Markets''' checkbox — switch filter to markets * '''Select Market''' — one market or all (when Select Markets is checked) * '''Goal Status''' — All, or a specific status * Apply / Clear filters with the filter panel buttons === Add Goal fields === * '''Goal Type''' — Dollar or Points * '''Rep Assigned to''' — user for an individual goal * '''Select Market to Assign to''' — check to assign to a market instead of a user * '''Market Assigned to''' — market (when Select Market is checked) * '''Amount''' — whole number target (required) * '''Start Date''' / '''End Date''' — goal period (required; start must be on or before end) * '''Add Notes''' — optional * '''Restart Goal when Completed?''' — optional auto-restart === Edit Goal fields === * '''Amount''' — new target (required) * '''Add Notes''' * '''Restart Goal when Completed?''' == Why Add, Edit, and Cancel matter == {| class="wikitable" ! Action ! Purpose ! When to use it |- | '''Add Goal''' | Create a new Dollar or Points target for a rep or market for a date range, so progress can be tracked on this screen. | New quarter/month target, onboarding a rep, or setting a team (market) target. |- | '''Edit Goal''' | Change the target amount, notes, or auto-restart for an active goal without cancelling it. | Raise/lower the target mid-period, update coaching notes, or turn auto-restart on/off. |- | '''Cancel Goal''' | Stop an active goal (sets status to '''Cancelled'''). Does not permanently erase history from the list when you filter for cancelled goals. | Wrong assignee, wrong dates, duplicate goal, or goal no longer needed. |- | '''Mark Complete''' | Manually mark a goal as '''Completed''' when the period or target is done. | Close out a goal that should show as finished. |- | '''Edit Notes''' | Update notes without changing the target amount. | Quick coaching comments or status notes. |} == View Goals == [[File:GoalsList.png|250px|thumb|right|Goals list]] # Open '''Goals''' (<code>/funnel/goals/</code>). # Review User/Market, Goal amount, End Date, Status, and Result. # Click the notes (eye) icon to read notes. # Use pagination if there are many goals. <div style="clear:both;"></div> == Filter Goals == [[File:GoalsFilter.png|250px|thumb|right|Goals Filter]] # Click the '''Filter''' button. # Choose '''Goal Type''' (All / Dollar / Points). # Choose a user, or check '''Select Markets''' and choose a market. # Choose '''Goal Status''' if needed. # Apply the filter. # The table refreshes with matching goals. # Use '''Clear''' to reset and show the default list again. <div style="clear:both;"></div> == Add a Goal == [[File:AddGoal.png|250px|thumb|right|Add Goal]] '''Purpose:''' Assign a new sales target so CallProof can track Result against Amount for a user or market. === Steps === # Confirm you are a '''manager'''. # Click '''Add Goal'''. # In the '''Add Goal''' popup: #* Choose '''Goal Type''' (Dollar or Points). #* Choose '''Rep Assigned to''', '''or''' check '''Select Market to Assign to''' and choose a market. #* Enter '''Amount''' as a whole number (no decimals). #* Set '''Start Date''' and '''End Date'''. #* (Optional) Enter notes. #* (Optional) Check '''Restart Goal when Completed?''' # Click '''Add'''. # The list refreshes with the new goal. === Status after Add === * Start date in the '''future''' → '''Not started''' * Today is between start and end → '''Ongoing''' * End date already past → '''Completed''' (based on dates at creation) === Rules === * Amount, dates, and user/market are required. * Amount must be a '''whole number'''. * Start date cannot be after end date. * A user or market can have only '''one active''' goal at a time (Ongoing or Not started). Cancel or complete the existing one before adding another. <div style="clear:both;"></div> == Edit a Goal == [[File:EditGoal.png|250px|thumb|right|Edit Goal]] '''Purpose:''' Update target amount, notes, or auto-restart while the goal is still active. === Steps === # Confirm the goal status is '''Ongoing''' or '''Not started''' (Edit is disabled for other statuses). # Click the '''Edit''' icon. # In '''Edit Goal''', change '''Amount''', '''Notes''', and/or '''Restart Goal when Completed?''' # Click '''Update'''. # The list refreshes. === Notes === * Edit does not change the assigned user/market or date range from this popup. * To fix the wrong person or dates, '''Cancel''' the goal and '''Add''' a new one. <div style="clear:both;"></div> == Cancel a Goal == [[File:CancelGoal.png|250px|thumb|right|Cancel Goal]] '''Purpose:''' Stop an active goal so it no longer counts as Ongoing / Not started (frees the user or market to receive a new goal). === Steps === # Confirm the goal status is '''Ongoing''' or '''Not started'''. # Click the trash / '''Cancel Goal''' icon. # In '''Cancel Goal Confirmation''', confirm you want to cancel. # Click '''Okay'''. # Status becomes '''Cancelled'''. # Edit and Cancel actions are no longer available for that goal. '''Tip:''' Cancel is not a hard “delete forever” from your company’s goal history — it marks the goal cancelled. Use filter by status if you need to find cancelled goals. <div style="clear:both;"></div> == Mark Complete == [[File:MarkGoalComplete.png|250px|thumb|right|Mark Complete]] '''Purpose:''' Manually set a goal’s status to '''Completed'''. === Steps === # Confirm you are a manager. # Find a goal with status '''Ongoing''', '''Not completed''', or already '''Completed'''. # Use the '''Mark Complete''' toggle. # If the goal is not already Completed, CallProof sets status to '''Completed''' and refreshes the list. # If it is already Completed, the toggle stays checked. == View or edit Notes == [[File:GoalNotes.png|250px|thumb|right|Goal notes]] # Click the notes (eye) icon on a row. # In '''Edit Goal Notes''', read or change the notes. # Click '''Save'''. # The list refreshes. <div style="clear:both;"></div> == Tips and important notes == * Use '''Dollar''' goals to track pipeline value; use '''Points''' goals to track activity. * Keep one active goal per rep or market — CallProof blocks a second Ongoing/Not started goal. * Result for Dollar goals depends on opportunities with close dates inside the goal window. * Amount must be a whole number when adding. * Edit and Cancel only work for '''Ongoing''' and '''Not started''' goals. * After Cancel or Complete, add a new goal if you need a fresh target. * '''Restart Goal when Completed?''' is for automatic restart behavior when a goal finishes (company process may rely on this). * Managers manage goals; reps usually view progress on the list. == Need help? == * No goals found: clear filters, or add the first goal * Cannot add goal: confirm you are a manager (not only a market manager) * “Goal already exists”: cancel or complete the active goal for that user/market first * Invalid amount: enter a whole number only * Invalid dates: ensure start is on or before end * Edit/Cancel greyed out: goal is Completed, Cancelled, or Not completed — add a new goal instead * Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:20, 23 July 2026
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−	Path: [[Callproof Support]] - [[~~New Website~~]] - [[Goals (New web)]]	+	Path: [[Callproof Support]] - [[Sales_Menu]] - [[Goals (New web)]]

	= Goals =		= Goals =

← Older revision		Revision as of 07:17, 23 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Goals (New ~~Web~~)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Goals (New web)]]

	= Goals =		= Goals =

@@ Line 228: / Line 228: @@
 # If the goal is not already Completed, CallProof sets status to '''Completed''' and refreshes the list.
 # If it is already Completed, the toggle stays checked.
 == View or edit Notes ==

@@ Line 9: / Line 9: @@
 Use this screen to set and track sales goals for a '''rep''' (individual) or a '''market'''.
 Goals can be measured in '''Dollars''' (opportunity pipeline value) or '''Points''' (activity points).
-[[File:Goals.png|300px|thumb|Goals]]
+[[File:Goals.png|350px|thumb|Goals]]
 '''Navigation:''' '''Sales''' &rarr; '''Goals'''
@@ Line 127: / Line 127: @@
 == View Goals ==
-[[File:Goals.png|250px|thumb|right|Goals list]]
+[[File:Goals.png|350px|thumb|right|Goals list]]
 # Open '''Goals''' (<code>/funnel/goals/</code>).
@@ Line 136: / Line 136: @@
 == Filter Goals ==
-[[File:GoalsFilter.png|250px|thumb|right|Goals Filter]]
+[[File:GoalsFilter.png|350px|thumb|right|Goals Filter]]
 # Click the '''Filter''' button.
@@ Line 148: / Line 148: @@
 == Add a Goal ==
-[[File:AddGoal.png|250px|thumb|right|Add Goal]]
+[[File:AddGoal.png|350px|thumb|right|Add Goal]]
 '''Purpose:''' Assign a new sales target so CallProof can track Result against Amount for a user or market.
@@ Line 181: / Line 181: @@
 == Edit a Goal ==
-[[File:EditGoal.png|250px|thumb|right|Edit Goal]]
+[[File:EditGoal.png|350px|thumb|right|Edit Goal]]
 '''Purpose:''' Update target amount, notes, or auto-restart while the goal is still active.
@@ Line 200: / Line 200: @@
 == Cancel a Goal ==
-[[File:DeleteGoal.png|250px|thumb|right|Cancel Goal]]
+[[File:DeleteGoal.png|350px|thumb|right|Cancel Goal]]
 '''Purpose:''' Stop an active goal so it no longer counts as Ongoing / Not started (frees the user or market to receive a new goal).
@@ Line 217: / Line 217: @@
 == Mark Complete ==
-[[File:MarkGoalComplete.png|250px|thumb|right|Mark Complete]]
+[[File:MarkGoalComplete.png|350px|thumb|right|Mark Complete]]
 '''Purpose:''' Manually set a goal’s status to '''Completed'''.
@@ Line 230: / Line 230: @@
 == View or edit Notes ==
-[[File:GoalNotes.png|250px|thumb|right|Goal notes]]
+[[File:GoalNotes.png|350px|thumb|right|Goal notes]]
 # Click the notes (eye) icon on a row.

@@ Line 54: / Line 54: @@
 * '''Add Goal''' button
 * '''Filter''' button
 === Empty state ===