Meeting Goals

How to use this page

1. 1

   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.

2. 2

   Read this week's pace

   The This Week card shows the week's Monday to Sunday date range (for example Oct 5 - Oct 11), 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.

3. 3

   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.

4. 4

   Check upcoming plans

   Upcoming Goals sits right below the summary cards, above Since Launch, and lists saved targets after the current week. Staff can edit those targets. Upcoming weeks do not affect the This Week card or the launch-to-current totals until their week arrives.

5. 5

   Work through Since Launch

   Review every week from the current week back to launch. Each row shows its Monday to Sunday dates, so weeks never overlap. 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.

6. 6

   Add or edit a target

   Staff can select Set Goal, Edit, Edit This Week, Set this week's goal or + Set Weekly Goal. Choose a Monday-starting week for a new target, enter the meeting goal and optional notes, then select 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. If the week is one of the Playbook Launch Plan weeks 1 to 12, the Playbook updates to the same target.

What the buttons do

+ Set Weekly Goal / Set this week's goal / Set your first 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

Saves the weekly target and notes, refreshes the current, historical or upcoming row, and updates the matching Playbook Launch Plan week when the week falls in weeks 1 to 12.

Common questions