Add additional filters to allow us to create goals based on codes and recurring vs new orders.

custmers want the ability to email goals outside of the system to execs & folks that don't access every day

Saves duplication of effort in Accounts to Leads.

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly

customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there

customers already have goals in their EHR - it would be ideal for this to be a part of the integration

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.

Please add a Goal filter of Contact