--0000000000000458c9063427d5f3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you all! On Fri, May 2, 2025 at 9:28=E2=80=AFAM John Champagne wrote: > Amy is now appearing in the HCL Scorecard. She is correctly showing 0 > goals for April (aligning with how Jackie assigned goals). If she produce= s > any volume in May, it will now be captured in the dashboard. > > Thanks, > > John Champagne > Director of Analytics | *TheKey* > *Mobile: 985.696.0424* > > [image: TheKey] > > > On Mon, Apr 28, 2025 at 11:50=E2=80=AFAM John Champagne > wrote: > >> 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 no= t >>> 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 >> john.champagne@thekey.com> 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 = wrote: >>>> >>>>> Who normally assigns the goals? I've not done that before. She will b= e >>>>> 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= or >>>>>> 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