Difference between revisions of "Goals"

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(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...")
 
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Path: [[Callproof Support]] - [[Website]] - [[Goals]] - [[Goals]]
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= Funnel Goals =
 
= Funnel Goals =
  
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== Navigation ==
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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.
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'''Direct URL:'''
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[[File:GoalsIndex.png|250px|thumb|Goals Index]]
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<code>/funnel/goals/</code>
 
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'''Menu:'''
 
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Funnel / Sales → Goals
 
  
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'''Navigation:''' '''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.
 
''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.
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== Purpose ==
 
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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 ==
 
== Permissions ==
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| Market Manager || View and search goals for assigned markets. Cannot create, edit, complete, or cancel goals.
 
| Market Manager || View and search goals for assigned markets. Cannot create, edit, complete, or cancel goals.
 
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|}
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== Steps ==
 
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=== View Goals ===
 
  
 
# Log in to CallProof.
 
# Log in to CallProof.
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=== Search Goals ===
 
=== Search Goals ===
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Filters goals by user or market, Dollar/Points type, and status so managers and market managers can find the targets they need.
  
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Managers and Market Managers can filter goals using:
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[[File:GoalsSearch.png|250px|thumb|Goals Search]]
  
 
* User
 
* User
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=== Add Goal ===
 
=== Add Goal ===
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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.''
 
''Managers only.''
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<div style="float:right; margin:0 0 1em 1em;">
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{| style="border:0;"
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| [[File:GoalsAdd.png|250px|thumb|Click the Add Goal (plus) icon]]
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| [[File:GoalsAddView.png|250px|thumb|Add Goal ]]
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|}
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</div>
  
 
# Click '''Add Goal'''.
 
# Click '''Add Goal'''.
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=== Edit Goal ===
 
=== Edit Goal ===
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Updates an open goal’s target, notes, or restart setting so the assignment stays accurate while it is still Ongoing or Not started.
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''Managers only.''
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<div style="float:right; margin:0 0 1em 1em;">
  
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''Managers only.''
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{| style="border:0;"
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| [[File:GoalsEdit.png|250px|thumb|Click the Edit Goal (pencil) icon]]
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| [[File:GoalsEditView.png|250px|thumb|Edit Goal ]]
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|}
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</div>
  
 
Only goals with the following statuses can be edited:
 
Only goals with the following statuses can be edited:
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* Not Started
 
* Not Started
 
* Ongoing
 
* Ongoing
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Steps:
 
  
 
# Click the '''Edit''' icon.
 
# Click the '''Edit''' icon.
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| Cancelled || Goal was manually cancelled.
 
| Cancelled || Goal was manually cancelled.
 
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|}
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== Automatic Restart ==
 
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When '''Restart Goal when Completed''' is enabled, a new goal is automatically created after the current goal ends.
 
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Background processing is handled by:
 
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* <code>goals_update_restart</code>
 
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* <code>GoalsUpdateWrapper</code>
 

Revision as of 08:42, 20 July 2026

Path: Callproof Support - Website - Goals - Goals

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.

Goals Index

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.
  1. Log in to CallProof.
  2. Navigate to /funnel/goals/.
  3. Review the list of configured goals.
  4. 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.

Goals Search
  • 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 the Add Goal (plus) icon
Add Goal
  1. Click Add Goal.
  2. The New Goal page (/funnel/new_goal/) opens.
  3. Select the Goal Type.
    • Dollar
    • Points
  4. Enter the target amount.
  5. Assign the goal to:
    • A specific user, or
    • Select Markets and choose a market.
  6. Select the Start Date.
  7. Select the End Date.
  8. Optionally enter Notes.
  9. Optionally enable Restart Goal when Completed.
  10. 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.

Click the Edit Goal (pencil) icon
Edit Goal

Only goals with the following statuses can be edited:

  • Not Started
  • Ongoing
  1. Click the Edit icon.
  2. Update the goal amount, notes, or restart option.
  3. Click Save.

Cancel Goal

Managers only.

Only goals with the following statuses can be cancelled:

  • Not Started
  • Ongoing

Steps:

  1. Click the Cancel icon.
  2. Confirm the cancellation.
  3. The goal status changes to Cancelled.

Complete Goal

Managers only.

  1. Click the Complete icon.
  2. Confirm the action.
  3. 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.
Retrieved from "http://docs.callproof.com/index.php?title=Goals&oldid=2479"