Goals

We need to have the ability for Admins to bulk upload goals within the CRM.

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

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

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