Difference between revisions of "Goals"
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#* Result | #* Result | ||
#* View Note | #* View Note | ||
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=== Search Goals === | === Search Goals === | ||
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Click '''Search''' to display matching goals. | Click '''Search''' to display matching goals. | ||
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=== Add Goal === | === Add Goal === | ||
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'''Note:''' | '''Note:''' | ||
* Only one '''Ongoing''' or '''Not Started''' goal can exist for the same user or market. | * Only one '''Ongoing''' or '''Not Started''' goal can exist for the same user or market. | ||
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=== Edit Goal === | === Edit Goal === | ||
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# Update the goal amount, notes, or restart option. | # Update the goal amount, notes, or restart option. | ||
# Click '''Save'''. | # Click '''Save'''. | ||
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=== Cancel Goal === | === Cancel Goal === | ||
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# Confirm the cancellation. | # Confirm the cancellation. | ||
# The goal status changes to '''Cancelled'''. | # The goal status changes to '''Cancelled'''. | ||
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=== Complete Goal === | === Complete Goal === | ||
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# Confirm the action. | # Confirm the action. | ||
# The goal status changes to '''Completed'''. | # The goal status changes to '''Completed'''. | ||
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== Goal Progress == | == Goal Progress == | ||
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| Points || Total event points earned during the goal date range. | | Points || Total event points earned during the goal date range. | ||
|} | |} | ||
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== Goal Statuses == | == Goal Statuses == | ||
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| Cancelled || Goal was manually cancelled. | | Cancelled || Goal was manually cancelled. | ||
|} | |} | ||
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Revision as of 08:43, 20 July 2026
Path: Callproof Support - Website - Goals - Goals
Contents
Funnel Goals
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.
Navigation: Sales → Goals
Note: This feature is not included in seed_menuurl.sql or the Funnel sidebar (Current Funnel / Opportunities). Access it directly using the URL or through a live menu entry if configured.
Permissions
| 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. |
- Log in to CallProof.
- Navigate to
/funnel/goals/. - Review the list of configured goals.
- The following information is displayed:
- User or Market
- Goal
- End Date
- Status
- Result
- View Note
Search Goals
Filters goals by user or market, Dollar/Points type, and status so managers and market managers can find the targets they need.
- User
- Select Markets
- Goal Type (Dollar or Points)
- Status
Click Search to display matching goals.
Add Goal
Creates a new Dollar or Points target for a user or market over a date range, with optional notes and auto-restart when completed.
Managers only.
- Click Add Goal.
- The New Goal page (
/funnel/new_goal/) 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
Updates an open goal’s target, notes, or restart setting so the assignment stays accurate while it is still Ongoing or Not started. Managers only.
Only goals with the following statuses can be edited:
- Not Started
- Ongoing
- 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
| 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
| 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. |
