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The Goals Over Time viewport displays how much progress the selected Officer(s)s have made over the FY or CY, and the average amount per month they would need to reach their goal for the FY or CY. The viewport is capable of showing progress of a single Officer or a group of Officers depending on the Officer Selection drop-down at the top of the page. Each goal is displayed based on the drop down selection of the goal type.

Available Goals

  • Contacts - Choose the number and type of contact reports that count towards the goal.
  • Visits - The number of contact reports submitted in the selected year with a type mapped in Reeher to "Visit".
  • First Time Visits - The number of "Visit" contact reports entered on prospects who have never previously had a visit by any officer at your institution.
  • Proposals Submitted - Number of proposals submitted with an Ask Date in the current year and an Ask Amount in the selected range (Ex: 20 submitted proposals ≥ $25,000).
  • Proposals Granted - Number of proposals granted with a Granted Date in the current year and a Granted Amount in the selected range (Ex: 10 granted proposals ≥ $50,000).
  • Proposal Dollars Submitted - The total dollar amount of proposals submitted in the current year. Qualifying proposals have an Ask Date this year. Then the Ask Amount is used to determine the total towards the goal.
  • Proposal Dollars Granted - The total dollar amount of proposals granted in the current year. Qualifying proposals have an Granted Date this year. Then the Granted Amount is used to determine the total towards the goal. It does not matter what year the proposal was submitted.