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Meeting Goals

Track launch-wide meeting results separately from goal coverage, complete-period attainment, and future plans.

Updated Oct 6, 2026 6 steps 8 questions answeredOpen this page in the platform
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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

  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. 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. 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. 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. 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. 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

Since Launch keeps every week visible so real meeting results are not hidden just because a target was missing. Staff can add a target to that exact week.
Those values come from booked meeting records for the client and week. The goal editor changes the target and notes, not the underlying meeting history.
From playbook marks a target that came from the Playbook Launch Plan. Editing it here makes it your own, and later Playbook edits will not replace it. Targets saved here are also copied into the matching Launch Plan week, which covers weeks 1 to 12 from launch. Weeks outside that window stay on this page only.
Only when every week from launch through the current week has a saved target. Then SalesHive divides meetings set by total goals across that same complete period. If any week lacks a target, the card shows Goal coverage as Incomplete instead of mixing launch-wide results with partial goals.
A booked meeting counts as held when its meeting outcome is one of the supported held statuses and its meeting date falls in that week.
Targets for weeks after the current week appear under Upcoming Goals, just below the summary cards. They do not count toward the This Week card or totals until their week arrives, then they join Since Launch. The page has no date range filter.
No. Clients can review targets and progress. Goal editing is reserved for SalesHive staff.
Weekly meeting goals are set by the SalesHive team for managed service clients, so self-serve workspaces do not see Goals in the sidebar, and opening its address shows Not on your plan. Your meetings set and held are on the Dashboard and Meetings pages.
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