Goals

Funnel Goals

Navigation

Direct URL: /funnel/goals/

Menu: Funnel / 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.

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

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

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

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.

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

Managers only.

Only goals with the following statuses can be edited:

• Not Started
• Ongoing

Steps:

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.

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:

• goals_update_restart
• GoalsUpdateWrapper