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 <john.champagne@thekey.com> 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 <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>
On Mon, Apr 28, 2025 at 8:53 AM John Champagne <john.champagne@thekey.com>
wrote:
> This may be something that Julia usually does. @Jackie Summers
> <jsummers@thekey.com> , 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 AM Will Reid <wreid@thekey.com> wrote:
>
>> 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
>>
>> <http://www.thekey.com>
>>
>>
>>
>> On Mon, Apr 28, 2025 at 11:34 AM 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 AM Will Reid <wreid@thekey.com> wrote:
>>>
>>>> Tim,
>>>> Do you know who can answer my question below?
>>>>
>>>> Thanks,
>>>>
>>>>
>>>> *Will Reid*
>>>>
>>>> Partner | TheKey
>>>>
>>>> Mobile: 513.707.2304
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>>
>>>> On Fri, Apr 25, 2025 at 10:20 AM Will Reid <wreid@thekey.com> 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
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> On Fri, Apr 25, 2025 at 10:13 AM Will Reid <wreid@thekey.com> 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
>>>>>>
>>>>>> <http://www.thekey.com>
>>>>>>
>>>>>>