[{"data":1,"prerenderedAt":130},["ShallowReactive",2],{"shell":3,"article:sales-goals":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":35,"kind":36,"href":37,"icon":38,"title":39,"description":40,"level":41,"status":42,"verification":43,"reviewedAt":44,"videoStatus":45,"productLocation":46,"topic":47,"html":50,"toc":51,"shots":62,"related":70,"topicNext":108,"paths":109,"videos":110,"sidebar":111},"reference-sales-goals","sales-goals","guide","\u002Fguides\u002Fsales-goals","chart-column","Create a goal period and preserve revisions","Goals & Plans manages a goal period, targets and revision history inside Sales Command Center. Viewing requires reporting access; goal changes require…","advanced","published","browser-observed-read-only","2026-11-04","planned","Dashboard → Sales Command Center → Goals & Plans",{"slug":29,"title":48,"href":49},"Dashboard and reporting","\u002Ftopics\u002Fperformance","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>\u003Cstrong>Goals & Plans\u003C\u002Fstrong> manages a goal period, targets and revision history inside Sales Command Center. Viewing requires reporting access; goal changes require management permission. The page explicitly identifies read-only access when the current role cannot make changes.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"report-goals-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"report-goals-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Goals & Plans with goal filters, a New goal button, a No goals in this category message, and Plan and history notes\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Freport-goals-desktop.jpg\" alt=\"Goals & Plans with goal filters, a New goal button, a No goals in this category message, and Plan and history notes\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Goals & Plans before any goals are set, with goal filters and a New goal button.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"report-goals-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"prepare-an-authorized-goal\">\u003Ch2 id=\"prepare-an-authorized-goal\">Prepare an authorized goal\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Choose \u003Cstrong>New goal\u003C\u002Fstrong>, or open an existing goal and select \u003Cstrong>Edit goal\u003C\u002Fstrong>. Review its owner, dates and status before revising it.\u003C\u002Fli>\n\u003Cli>Set \u003Cstrong>Goal name\u003C\u002Fstrong>, \u003Cstrong>Status\u003C\u002Fstrong>, \u003Cstrong>Owner\u003C\u002Fstrong>, \u003Cstrong>Cadence\u003C\u002Fstrong>, \u003Cstrong>Start date\u003C\u002Fstrong>, \u003Cstrong>End date\u003C\u002Fstrong>, \u003Cstrong>Timezone\u003C\u002Fstrong>, and \u003Cstrong>Currency\u003C\u002Fstrong>. Team or individual ownership requires the corresponding selection.\u003C\u002Fli>\n\u003Cli>Review \u003Cstrong>Initiative \u002F campaign\u003C\u002Fstrong>, \u003Cstrong>Channel\u003C\u002Fstrong>, and \u003Cstrong>Working days for expected pace\u003C\u002Fstrong>. Cadence initializes one period; saving does not schedule recurring goals automatically.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Targets\u003C\u002Fstrong>, choose the metric, \u003Cstrong>Semantics\u003C\u002Fstrong>, \u003Cstrong>Input period\u003C\u002Fstrong>, unit and target values. Exact, minimum, maximum and range mean different things. Read the metric explanation before entering a number.\u003C\u002Fli>\n\u003Cli>Set \u003Cstrong>Pacing status thresholds\u003C\u002Fstrong> and \u003Cstrong>Reason for this revision\u003C\u002Fstrong>. Ratios such as 1 and 0.8 mean 100% and 80%, and missing evidence remains \u003Cstrong>No Data\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>Preview calendar allocation\u003C\u002Fstrong> to review allocation before \u003Cstrong>Save goal revision\u003C\u002Fstrong>. Saving creates a new revision effective today; historical allocations retain their original revision.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-and-recover\">\u003Ch2 id=\"confirm-and-recover\">Confirm and recover\u003C\u002Fh2>\u003Cp>Inspect the saved plan and \u003Cstrong>Revision history\u003C\u002Fstrong>, including the reason and effective date. Dashboard pacing uses the active reporting scope, not automatically the goal’s whole period. If validation or loading fails, resolve it before saving. Do not create a second goal to compensate for an uncertain revision result; reopen the existing goal first.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fdashboard\">Dashboard\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59],{"id":53,"text":54,"depth":55},"prepare-an-authorized-goal","Prepare an authorized goal",2,{"id":57,"text":58,"depth":55},"confirm-and-recover","Confirm and recover",{"id":60,"text":61,"depth":55},"screenshots","Screenshots",{"report-goals-desktop":63},{"id":64,"src":65,"alt":66,"caption":67,"width":68,"height":69},"report-goals-desktop","\u002Fmedia\u002Fscreenshots\u002Freport-goals-desktop.jpg","Goals & Plans with goal filters, a New goal button, a No goals in this category message, and Plan and history notes","Goals & Plans before any goals are set, with goal filters and a New goal button.",1920,873,[71,78,85,92,98,103],{"slug":72,"title":73,"href":74,"icon":38,"description":75,"level":76,"productLocation":77},"dashboard","Read the Sales Command Center","\u002Fguides\u002Fdashboard","The Dashboard route currently opens Sales Command Center. Use it to inspect recorded performance and the activities behind a metric. It is also available as…","beginner","Dashboard",{"slug":79,"title":80,"href":81,"icon":82,"description":83,"level":76,"productLocation":84},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","calendar-check","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":86,"title":87,"href":88,"icon":38,"description":89,"level":90,"productLocation":91},"outreach-analytics","Compare attributed outreach results","\u002Fguides\u002Foutreach-analytics","Outreach Analytics helps compare recorded outreach outcomes by campaign, message, channel and sender. Use an account with reporting access and verify the…","intermediate","Communication → Inbox → open a reply → View outreach analytics",{"slug":93,"title":94,"href":95,"icon":38,"description":96,"level":90,"productLocation":97},"activity-monitor","Inspect recorded activity and background jobs","\u002Fguides\u002Factivity-monitor","Activity Monitor helps inspect background jobs and recorded changes. Open it from the header\u002Fprofile navigation with an account authorized to view workspace…","Profile menu → Activity Monitor",{"slug":99,"title":100,"href":101,"icon":38,"description":102,"level":90},"profit-calculator","Explore a local profit projection","\u002Fguides\u002Fprofit-calculator","The calculator is an illustrative planning tool with locally computed funnel and profit projections. It is not an account revenue report and does not load…",{"slug":104,"title":105,"href":106,"icon":38,"description":107,"level":76},"usage","Read usage and quota status","\u002Fguides\u002Fusage","Usage & Quotas summarizes the resources consumed by the current account and the limits supplied by its billing service. Use it to understand an approaching…",{"slug":86,"title":87,"href":88},[],[],{"title":48,"href":49,"groups":112},[113],{"title":114,"items":115},null,[116,117,121,125,126,127,128,129],{"label":73,"href":74,"slug":72},{"label":118,"href":119,"slug":120},"Navigate sales performance subviews","\u002Fguides\u002Fsales-command-subviews","sales-command-subviews",{"label":122,"href":123,"slug":124},"Read outbound sales activity","\u002Fguides\u002Fsales-activity","sales-activity",{"label":39,"href":37,"slug":35},{"label":87,"href":88,"slug":86},{"label":94,"href":95,"slug":93},{"label":100,"href":101,"slug":99},{"label":105,"href":106,"slug":104},1793910213880]