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Goals

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Run Rate Reporting in CRM

Example: Run Rate: (# admits / the currently completed working days) x total working days Ex: August has 22 working days and a rep has 14 admits with a goal of 33. 14 admits / 16 completed days (Friday's math) 14/16 = .875 .875 x 22 (#working ...
Alex Chesnutt about 1 month ago in Goals 0

Goals Reports

Schedulable reports so progress reports can be sent to other teams via email
Amery Zita about 1 month ago in Goals 0

Goals Accessibility on Mobile

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.
Amery Zita about 1 month ago in Goals 0

Goals Filter for Event Purpose and Accounts

Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.
Amery Zita about 1 month ago in Goals 0

Add as a goal use of Market Spotlight and Data

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.
Laura Green about 2 months ago in Goals / Market Data 0

Limit "Needed Per Day" in Goals to M-F

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.
Madison Levine about 2 months ago in Goals 0

ability to set goals once a quarter and auto-update/reset monthly

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.
Mary Nichols 3 months ago in Goals 0

Goals: charts by user in group goals

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)
Jessi Owens about 2 months ago in Goals 0

Facility Type Filter on Goals Page for Admissions

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...
Josh Price 3 months ago in Goals / Reporting 0