GoalZ is a tool designed to quickly identify which locations are at risk of missing their goals, eliminating the need for tedious, error-prone spreadsheet checks by showing exactly what needs attention right now.
Get started on the main Admin Page.
Select a client and survey and simply the Scheduler button on the top right of your screen to reach the main Scheduler page, or simply use the quickjump bar.
There is quite a bit going on in the UI, but we will cover each option separately!
The Client and Survey will be pre-selected for you, since you had to specify those in the main Admin page.
On the other hand, if you are using sessions, you can select one of those in the dropdown below.
The top right side of the screen allows you to filter the results based on location hierarchy, and groups/ULGs and waves if you are using those two functionalities.
Below that, you will notice the legend, as well as two buttons: Go button which will load the data on your screen, and Export CSV one which will create an export for you.
The bottom left section allows you to filter by due date, evaluation date or the report date of the shop, set up your goal and decide which locations will be used for the report.
Before using the Go button, or exporting your file, you will want to select which locations are considered 'safe' and which locations are considered 'in trouble'.
Simply click on the status label to cycle through the statuses. You can also mark a location as 'hidden', which will completely hide that location from your export.