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Unit – Goals and Planned Calls

This unit covers how to set up call goals and planned calls for your users.

Goals settings

The settings for goals are found under Fastcall Settings > Admin Settings > Call Goals > Goals. The table here allows you to filter your goals, create, edit and delete them. Use the + sign in the upper right to add a new goal.

goals settings

Daily call goals for users and groups:

Call Goals for users and groups have the following properties:

  • Assigned to – Call goals are assigned to users or groups
  • Objective – The count of calls that must exist to meet the goal
  • Goals are expressed daily. Example 20 calls in the day for the user or group

Call count per record – planned calls

call goal details

Goals of this type are a count of calls associated with a particular record in a period, for example ‘7 calls in 7 weeks’. The future calls are created as planned calls. These Goals have the following additional properties:

  • Period weeks – the period over which the Calls must be made
  • Object – number of calls over the period to the record
  • Call schedule: planned calls will be scheduled out over the number of weeks beginning with the first call
  • Accomplished Criteria – If a particular Call Result is recorded, or the record related to the Call has a field changed to a particular value, the Goal Snapshot can be set as ‘accomplished’ even though the count of calls has not been met. For example, converting a Lead should count as a met Goal, even if it took one call, instead of seven.

Accomplishing Goals

Progress towards goals is measured by the count of connected outbound calls. When the count of calls reaches the objective set for the goal, it is accomplished. Planned calls have accomplished and failed criteria. Goals can be accomplished early if a particular Call Result is recorded or if a field on the record is set to a particular value. Example: Call Result = Conversation. An example of a field value might be Lead Status. Meeting the accomplished or failed criteria stops the call plan.

Fastcall will schedule each planned call after the completed call. Fastcall schedules the follow-up calls using the default timing which can be edited. Days are expressed in the number of days after the prior call.

accomplished criteria

Dialing planned calls

Each planned call creates a new call record with a status = planned. For example, after Call1 is completed, a new call is created with Status = Planned. The planned call must be initiated from the call record. Your list of planned calls can be inserted into the Fastcall dial by list. There is a sample View for the calls object in the application with a list of planned calls. Filter the View as needed.

Reporting for planned calls

We will report the dates of the planned and actual calls for detailed reporting.

Call scheduling

After a completed call a new call record will be created with status equal “Planned”.

The planned Start Time is set based on the schedule set here.

call scheduling

Completed call

Completed call reports the Planned Start Time, Actual Start Time, and Call Number.

call detail

Call goal criteria

Call Results or field updates control “accomplished” criteria or failed.

accomplished criteria

Goal snapshots

goal snapshot

Fastcall stores progress towards goals as goal snapshots. There will be one snapshot per goal per period, and each completed Call will increment the ‘value’ by 1. If the ‘goal’ is met before the period end, the status will change to ‘accomplished’, otherwise, it will change to ‘failed’.

For Goals of Type ‘Call Count per Record’, one goal snapshot is created per record attempted – the goal snapshot does not exist until a call is made to the particular record.

Progress towards goal snapshots can be viewed from the Fastcall Dashboard, but you may wish to create your own Salesforce reports to do this.

In order to use Records of any given Object for this Goal, the Object must be set as a Managed Object in Fastcall Settings > Admin Settings > Call Handling > Managed Objects. See the training module about Call Logging to understand more about Managed Objects.

Last updated: Fastcall v7.60, 2022-07-06

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