--000000000000aafc780633d97cfb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Jackie, Yes, they should show up on the scorecard if they have a goal. Thanks, John Champagne Director of Analytics | *TheKey* *Mobile: 985.696.0424* [image: TheKey] On Mon, Apr 28, 2025 at 11:47=E2=80=AFAM Jackie Summers wrote: > Hello - Yes thisi s something Julia owns with the managers. I will side > bar with you Will and Laura. > Goals are stored in Salesforce. > +John Champagne can you confirm if an HCL > will show up on the HCL scorecard dropdown if they do not yet have any > leads/SOC? Will they show regardless or could this be causing her to not > populate as an HCL option yet. > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Mon, Apr 28, 2025 at 8:53=E2=80=AFAM John Champagne > wrote: > >> This may be something that Julia usually does. @Jackie Summers >> , is this something you can assist with? >> >> Thanks, >> >> John Champagne >> Director of Analytics | *TheKey* >> *Mobile: 985.696.0424* >> >> [image: TheKey] >> >> >> On Mon, Apr 28, 2025 at 10:37=E2=80=AFAM Will Reid wr= ote: >> >>> Who normally assigns the goals? I've not done that before. She will be >>> on the standard new HCL ramp. >>> >>> >>> *Will Reid* >>> >>> Partner | TheKey >>> >>> Mobile: 513.707.2304 >>> >>> >>> >>> >>> >>> On Mon, Apr 28, 2025 at 11:34=E2=80=AFAM John Champagne >> john.champagne@thekey.com> wrote: >>> >>>> Hi Will, >>>> >>>> We looked into this and found that Amy does not yet have revenue/soc >>>> goals assigned. Once she has a goal assigned or actual funnel volume o= r >>>> revenue, she will appear on the dashboard. >>>> >>>> I hope this helps, >>>> >>>> John Champagne >>>> Director of Analytics | *TheKey* >>>> *Mobile: 985.696.0424* >>>> >>>> [image: TheKey] >>>> >>>> >>>> On Mon, Apr 28, 2025 at 10:19=E2=80=AFAM Will Reid = wrote: >>>> >>>>> Tim, >>>>> Do you know who can answer my question below? >>>>> >>>>> Thanks, >>>>> >>>>> >>>>> *Will Reid* >>>>> >>>>> Partner | TheKey >>>>> >>>>> Mobile: 513.707.2304 >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> On Fri, Apr 25, 2025 at 10:20=E2=80=AFAM Will Reid = wrote: >>>>> >>>>>> Hello, >>>>>> With Julia OOO and Jackie tied up with ALCA, can someone assist me >>>>>> with my question below? >>>>>> >>>>>> Thanks, >>>>>> >>>>>> >>>>>> *Will Reid* >>>>>> >>>>>> Partner | TheKey >>>>>> >>>>>> Mobile: 513.707.2304 >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> On Fri, Apr 25, 2025 at 10:13=E2=80=AFAM Will Reid wrote: >>>>>> >>>>>>> Hey Julia, >>>>>>> Thank you for helping Amy with some of her onboarding training. It'= s >>>>>>> very appreciated! Amy is finishing her training today. >>>>>>> >>>>>>> I looked for her HCL Scorecard in Tableau, but she is not listed in >>>>>>> the HCL drop-down menu. I'm looking for her ramp. Is that something= you can >>>>>>> send me, and when will she be added to the Scorecard? >>>>>>> >>>>>>> Thanks, >>>>>>> >>>>>>> >>>>>