--00000000000020b5c00633d97114 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wro= te: > >> Who normally assigns the goals? I've not done that before. She will be o= n >> 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 w= rote: >>> >>>> 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, >>>>>> >>>>>> >>>>>> >>>>>> *Will Reid* >>>>>> >>>>>> Partner | TheKey >>>>>> >>>>>> Mobile: 513.707.2304 >>>>>> >>>>>> >>>>>> >>>>>> --00000000000020b5c00633d97114 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello - Yes thisi s=C2=A0something Julia owns with th= e managers. I will side bar with you Will and Laura.=C2=A0 Goals = are stored in