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The Goals by Officer viewport shows a breakdown of each Officer’s goals and where they currently stand in achieving them.  This the breakdown of the data presented in the Goal Progress viewport by individual Officers rather than the entire group. Any officer selected in the Officer Selection drop-down menu at the top of the page will be included in this viewport.

 

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.