Goals

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

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

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

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.

Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback

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.

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 ...

Schedulable reports so progress reports can be sent to other teams via email

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.