--000000000000a3e78606342721cf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Amy is now appearing in the HCL Scorecard. She is correctly showing 0 goals for April (aligning with how Jackie assigned goals). If she produces 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 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 w= rote: >>> >>>> 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 = 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 ALCA, can someone assist me >>>>>>> with my question below? >>>>>>> >>>>>>> Thanks, >>>>>>> >>>>>>> >>>>>>> *Will Reid* >>>>>>> >>>>>>> Partner | TheKey >>>>>>> >>>>>>> Mobile: 513.707.2304 >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> On