Overview
Meeting Goals compares the selected client's weekly target with live booked-meeting results from launch through the current week. Every week remains visible, even when no goal was saved. Staff can add or edit targets, while clients have read-only access to progress. The summary keeps launch-wide results separate from target coverage, and shows configured-week attainment only when every launch week has a saved goal.
How to use this page
Select the client
Choose the client in the top-right switcher. The page uses that client's meeting timezone and launch week to build the current view.
Read this week's pace
The This Week card shows the Monday-starting date range, meetings set, meetings held, and progress against the saved target. If no target exists, live results still appear and staff can select Set this week's goal.
Review launch-to-current totals
Total Goal adds only saved targets, while Meetings Set and Meetings Held include every week from launch through the current week. Goal Coverage shows Incomplete when any launch week lacks a target, with the configured-week count beside it. When every launch week has a saved target, that card becomes Configured-week attainment and divides meetings set by goals across the same complete period. Pending is Meetings Set minus Meetings Held.
Work through Since Launch
Review every week from the current week back to launch. A saved target shows progress and Achieved or a percentage. A week without a target stays visible as No goal, with its live set and held results preserved. Staff can use Set Goal for that exact week.
Add or edit a target
Staff can select Set Goal, Edit, Edit This Week, or Set Weekly Goal. Choose a Monday-starting week for a new target, enter the meeting goal and optional notes, then save. When editing an existing goal, its week is fixed. Meetings Set and Meetings Held are read-only because SalesHive calculates them from meeting records.
Check upcoming plans
Upcoming Goals lists saved targets after the current week. Staff can edit those targets. Upcoming weeks do not affect the launch-to-current totals until their week arrives.
What the buttons do
- + Set Weekly Goal / Set this week's goal
- Opens a new weekly target. The current week is preselected from the client's meeting timezone.
- Edit This Week / Edit
- Changes the saved target or notes for an existing week. Its week and calculated meeting results stay read-only.
- Set Goal
- Adds a target to the exact launch-history week that currently shows No goal.
- Save Goal
- Saves the weekly target and notes, then refreshes the appropriate current, historical, or upcoming row.