Goals

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

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