✦ Knowledge Center

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Tutorials, guides, and walkthroughs for every part of Goals.com — written in plain language.

Getting started How does pipeline work? Understanding commissions Setting up contests What is Ace AI?
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🏠
Getting Started
New to Goals.com? Start here.
📹 Walkthrough
Setting up your Goals.com account for the first time
Step-by-step guide to creating your workspace, inviting your team, and going live quickly.
🕐 5 min read
SetupOnboarding
🎓 Tutorial
Inviting your sales team and setting up user roles
How to add reps, managers, and admins — and what access each role gets by default.
🕐 3 min read
TeamUsers
📚 Guide
A complete tour of the Goals.com platform
Every feature explained in plain language — from pipeline to commissions to Ace AI.
🕐 8 min read
Overview
🎓 Tutorial
Importing your contacts and deals from another CRM
How to bring your existing pipeline data in via CSV and what to do after the import completes.
🕐 6 min read
ImportMigration
📚 Guide
Finding your way around — navigating Goals.com
A quick map of the navigation, what each section does, and how to find what you use most.
🕐 2 min read
Navigation
🎯
Goals & Quotas
Set quotas, track attainment, and keep every rep accountable.
🎓 Tutorial
How to set up sales goals for your team
Creating annual and quarterly quotas, understanding attainment percentage, and how Goals calculates it automatically.
🕐 5 min read
❓ FAQ
How is quota attainment calculated?
When a deal counts toward quota, how it rolls up, and what triggers a real-time update.
🕐 3 min read
📚 Guide
Understanding at-risk alerts — when Goals flags a rep as behind
What triggers an alert, how pace is calculated, and what to do when a rep shows up in red.
🕐 4 min read
📚 Guide
Reading the team leaderboard and performance dashboard
What each stat on the leaderboard means and how reps rank against each other in real time.
🕐 3 min read
📋
Pipeline CRM
Track deals, contacts, and accounts from first touch to closed-won.
🎓 Tutorial
Adding your first deal to the pipeline
How to create an opportunity, fill the key fields, link it to a contact, and move it into the right stage.
🕐 4 min read
📚 Guide
Kanban, List, and Calendar view — which one to use?
A comparison of all three pipeline views, what each is best for, and how to switch between them.
🕐 4 min read
📚 Guide
Deal aging — what it means when a deal is flagged as idle
How Goals.com tracks stage duration, when it flags a deal as idle, and what to do about a stale pipeline.
🕐 3 min read
🎓 Tutorial
Managing contacts and linking them to deals
How to create contacts, tie them to an organization, and link them to one or more pipeline deals.
🕐 5 min read
🎓 Tutorial
Logging activities — calls, notes, tasks, and follow-ups
How to keep a complete deal history by logging calls, writing notes, and setting follow-up tasks.
🕐 4 min read
💰
Commissions
Track, calculate, and understand commission payouts.
📚 Guide
How commissions work in Goals.com — the complete guide
End-to-end explanation: when a deal closes, how the rate applies, and where the numbers appear.
🕐 6 min read
🎓 Tutorial
Setting up commission rates for your reps
How to configure rates — same for everyone or custom per rep — without affecting historical data.
🕐 4 min read
❓ FAQ
How does the payout date work?
How to set a payout schedule, where reps see their next payout date, and what happens after the cutoff.
🕐 3 min read
📚 Guide
The manager view — all commissions across the team
How managers see the full commission picture for every rep in one table and export for payroll.
🕐 4 min read
🎁
Bonuses & Contests
Create incentives that drive the behavior you want.
🎓 Tutorial
Creating your first bonus — a step-by-step walkthrough
Build a bonus from scratch: naming it, setting the target, configuring the reward, and going live.
🕐 5 min read
🎓 Tutorial
Running your first sales contest from setup to launch
Everything to get a contest live: setting the goal, adding a prize pool, and letting the leaderboard do the work.
🕐 6 min read
📚 Guide
How the contest leaderboard updates in real time
What triggers a rank change, how standings update as deals close, and where reps see it live.
🕐 3 min read
❓ FAQ
Where to find past bonus and contest history
How to view payout history, total YTD awarded, and past contest archives with final standings.
🕐 2 min read
✦
Ace AI
Your built-in sales intelligence assistant.
📚 Guide
What is Ace AI and what can it do?
An intro to Ace — what questions it can answer, what data it accesses, and how it differs from a generic chatbot.
🕐 4 min read
💡 Tip
10 questions to ask Ace that will change how you run your pipeline
Real example prompts — from surfacing at-risk deals to forecasting end-of-quarter revenue.
🕐 5 min read
📚 Guide
How Ace surfaces at-risk deals before they slip
How Ace analyzes deal age, activity history, and stage duration to flag deals likely to be lost.
🕐 4 min read
📚 Guide
Using Ace to forecast your quarter
How Ace uses historical close rates and current pipeline to project revenue — and how to stress-test it.
🕐 4 min read
📊
Reports & Forecasting
Export data, schedule reports, and forecast revenue.
🎓 Tutorial
Exporting your data — opportunities, contacts, commissions, and goals
How to export any dataset in CSV or XLSX, filter before exporting, and what each export includes.
🕐 4 min read
🎓 Tutorial
Setting up scheduled reports that run automatically
Schedule a weekly or monthly report so leadership always has the numbers without anyone pulling them.
🕐 4 min read
📚 Guide
Understanding pipeline forecasting — what the numbers mean
How forecast ranges are calculated, what high and low estimates represent, and how often to revisit.
🕐 5 min read
Knowledge Center ›
Knowledge Center›Getting Started›Setting up your account
Setting up your Goals.com account for the first time
📹 Walkthrough🕐 5 min read

Welcome to Goals.com. This walkthrough covers everything you need to get your workspace up and running — from the moment you create your account to the moment your first rep logs in and sees their quota on the dashboard.

The whole setup typically takes under 30 minutes. Here's what you'll do:

Step 1 — Create your workspace

When you first sign up, Goals.com creates a workspace tied to your organization. Your workspace is the central environment where all your team's data lives — pipeline, goals, commissions, and everything else.

Sign up at Goals.com

Enter your name, work email, and create a password. You'll receive a confirmation email — click the link to verify and you're in.

Name your workspace

This is usually your company name. It appears in the nav bar and in all team notifications. You can change it later in Settings.

Set your fiscal year and quota period

Goals.com needs to know when your year starts and how you measure quota (annual, quarterly, or monthly). This determines how attainment is tracked and how the leaderboard calculates pace.

Tip: If your team runs on a non-calendar fiscal year (e.g., April–March), set that now. Changing it after reps have been added will affect historical attainment data.

Step 2 — Configure your basics

Before you invite anyone, spend a few minutes setting up the core configuration so your team has a clean experience from day one.

  • Deal stages — Set up the stages in your sales process (e.g., Prospect, Qualify, Proposal, Negotiation, Closed-Won, Closed-Lost). These become the columns in your Kanban pipeline view.
  • Currency and timezone — Set these in Settings > Workspace so deal values and timestamps display correctly for your team.
  • Commission defaults — If all your reps earn the same commission rate, set the default now. You can override per-rep later.

Step 3 — Invite your team

Go to Settings > Team and click Invite Members. Enter each person's email address and assign them a role — Rep, Manager, or Admin. Each invited person gets an email with a link to set their password and join the workspace.

Note: Only Admins can invite new users, change billing settings, and configure workspace-level options. Managers can view all rep data but cannot change org-wide settings.

Step 4 — Set your first round of goals

Navigate to Goals in the left nav. Click Set Goal for each rep and enter their annual (or quarterly) quota. Once saved, each rep will see their quota and current attainment percentage on their personal dashboard the moment they log in.

Tip: Start with your current period's goals even if the period is already underway. Goals.com will calculate attainment from the deals already closed — it won't start from zero.

Step 5 — You're live

That's it. Your reps can now log in, see their quotas, add deals to the pipeline, and track their progress. As deals close, attainment updates in real time — no manual entry required.

From here, explore the rest of the Getting Started articles to learn how to import existing deal data, set up commissions, and run your first contest.

Back to Knowledge Center
Next: Inviting your team
Knowledge Center›Getting Started›Inviting your team
Inviting your sales team and setting up user roles
🎓 Tutorial🕐 3 min read

Goals.com has three user roles: Rep, Manager, and Admin. Each role controls what a person can see, edit, and configure. Getting roles right from the start means your team sees exactly what they need — nothing more, nothing less.

The three roles

Rep

Reps see their own pipeline, quota attainment, commissions, bonuses, and the team Highlights feed. They can add and update deals, log activities, and interact with Ace AI. They cannot see other reps' commissions or edit team-wide settings.

Manager

Managers see everything reps see, plus the full team view — all reps' pipelines, quota attainment, and commissions in one consolidated dashboard. Managers can create goals, run contests, set bonuses, and export reports. They cannot change billing, invite new users, or edit workspace settings.

Admin

Admins have full access to everything — including workspace settings, billing, user management, and all data across the organization. Assign this role carefully. Most teams have one or two Admins maximum.

How to invite someone

Go to Settings > Team

You'll see a list of existing team members and an Invite Members button in the top right.

Enter their email address and select a role

You can invite multiple people at once by adding multiple email addresses. Each gets their own role assignment.

Click Send Invite

Goals.com sends each person an email with a link to join. The link is valid for 72 hours. If it expires, resend from the Team settings page.

Set their goal once they join

After a rep accepts the invite, head to Goals and set their quota. They won't see their attainment until a goal is set.

Tip: You can change a user's role at any time from Settings > Team. Role changes take effect immediately — no need to re-invite.

Removing a team member

If someone leaves your team, go to Settings > Team, find their name, and click Deactivate. Their historical data (deals, commissions, activity) stays intact in the system — only their ability to log in is removed. This is important for accurate commission and performance records.

Important: Deactivating a user does not delete their data. If you want to permanently remove a user's data, contact Goals.com support.
Previous: Setting up your account
Next: Platform tour
Knowledge Center›Getting Started›Platform tour
A complete tour of the Goals.com platform
📚 Guide🕐 8 min read

Goals.com is a Sales Performance Software — every feature is designed around one question: Is your team winning, and what do they need to win more? This guide walks through every major section so you know what's there and why it matters.

Dashboard

The Dashboard is the first thing everyone sees when they log in. For managers, it shows the full team picture: Annual Sales Goal, Total Sales YTD, Team ROI, YTD Pace, and a live leaderboard ranked by quota attainment. For reps, it shows their personal performance — their quota, how far along they are, and where they sit on the leaderboard.

Everything on the Dashboard updates in real time. When a deal closes, the numbers move immediately — no refresh required.

Goals

The Goals section is where quota lives. Each rep has an individual goal page showing their annual or quarterly quota, current attainment as a percentage and dollar amount, YTD pace (whether they're on track to hit their number by period end), and a deal-by-deal breakdown of what's contributed to their quota so far.

When a rep's pace falls below a threshold you configure, Goals flags them as at-risk — automatically, without anyone having to check a spreadsheet.

Pipeline

Pipeline is the CRM. Every deal your team is working lives here, organized by stage. You can view it as a Kanban board (drag and drop), a List (sortable table), or a Calendar (deals and tasks by date). Deals are linked to Contacts and Accounts, so you always have the full context on who you're selling to and what else is happening with that organization.

Highlights

Highlights is the team culture layer. When a rep closes a deal, hits their monthly goal, or reaches a milestone, it posts automatically to the Highlights feed — and the whole team can react and comment. It's how Goals.com keeps wins visible and recognition organic, especially for remote or distributed teams.

Bonuses

Bonuses lets you create incentive structures on top of base commission. You define the target (close 5 deals, generate $50K in revenue, make 100 calls) and the reward, and Goals.com tracks each rep's progress automatically. Reps see a progress bar showing how close they are to unlocking each bonus.

Contests

Contests are time-boxed competitions with a live leaderboard. You set a goal (most deals closed, most revenue, most activity logged), a time frame, and a prize. The leaderboard updates in real time as deals close. Past contests are archived so you can see final standings and winners.

Commissions

Every rep has a personal commissions page showing exactly what they've earned — broken down by deal, with the commission rate applied and the dollar amount calculated. There's also a YTD total and a next payout date. Managers can see the full team view and export commission data for payroll.

Reports

Reports is the export center. You can export Opportunities, Contacts, Activities, Goals & Performance, and Commissions as CSV or XLSX files in one click. You can also schedule reports to run automatically — weekly, monthly, or on a custom cadence — and have them delivered to your inbox.

Ace AI

Ace is the built-in AI assistant. It knows your pipeline, your reps, and your history. You can ask it anything in plain English — "which deals are at risk this quarter?" or "what's our projected close for Q3?" — and it answers with real data from your account. It's available from any page in the platform via the Ace icon in the left nav.

Chat

Chat is built-in team messaging. You can create topic-specific channels (e.g., #closers, #deals, #announcements) and send direct messages to individual team members. It keeps sales communication inside the same tool where the work is happening — so context doesn't get lost across apps.

Where to go next: Now that you know what's here, work through the rest of the Getting Started articles to import your data, configure your pipeline stages, and set your first goals.
Previous: Inviting your team
Next: Importing your data
Knowledge Center›Getting Started›Importing your data
Importing your contacts and deals from another CRM
🎓 Tutorial🕐 6 min read

If you're moving to Goals.com from another CRM — Salesforce, HubSpot, Pipedrive, or a spreadsheet — the import tool lets you bring your existing contacts, accounts, and deals without starting from zero.

Goals.com accepts CSV files for all import types. If your current CRM exports in another format (XLSX, JSON), convert to CSV first using Google Sheets or Excel.

What you can import

  • Contacts — names, emails, phone numbers, titles, and linked organizations
  • Accounts — company names, industries, website, and notes
  • Opportunities (Deals) — deal name, value, stage, linked contact, linked account, close date, and assigned rep

Commission history and activity logs (calls, notes) cannot be imported — those are entered going forward inside Goals.com.

Preparing your CSV

Before importing, clean up your data. A few things that cause issues:

  • Duplicate contacts — Goals.com uses email address as the unique identifier for contacts. If the same email appears twice, only one record will import.
  • Deal stages that don't match — Your CSV deal stages need to match the stage names you configured in Goals.com exactly (case-sensitive). If your CSV says "In Negotiation" but Goals.com has "Negotiation," the deal will import into the default first stage.
  • Currency formatting — Deal values should be plain numbers (42000, not $42,000). Remove currency symbols and commas before importing.
Tip: Download the Goals.com import template from the Import page (Settings > Import > Download Template) before formatting your data. It shows exactly which column headers are expected.

Running the import

Go to Settings > Import

You'll see separate import options for Contacts, Accounts, and Opportunities. Always import in this order: Accounts first, then Contacts, then Opportunities — because deals need to be linked to contacts and accounts that already exist.

Upload your CSV file

Click Upload and select your file. Goals.com will preview the first few rows and ask you to map columns to fields.

Map your columns

Each column in your CSV needs to be matched to a Goals.com field. Required fields are marked with a red asterisk. Unmapped columns are skipped — they won't cause errors, just won't import.

Review and confirm

Goals.com shows a summary: X records will import, Y have errors (with explanations). Fix errors in your CSV and re-upload, or skip the problem rows and import the clean records now.

Check your data

After import, spot-check a few records in Pipeline and Contacts to confirm everything landed correctly. Pay particular attention to deal stages and assigned rep names.

After the import

Imported deals do not automatically count toward quota attainment unless their Close Date is within the current quota period and their status is Closed-Won. Open deals import as active pipeline — they'll count toward attainment when they're marked closed inside Goals.com.

Note: Imports cannot be undone in bulk. If you import incorrect data, you'll need to delete records individually or contact support. Always test with a small sample file first.
Previous: Platform tour
Next: Navigating Goals.com
Knowledge Center›Getting Started›Navigating Goals.com
Finding your way around — navigating Goals.com
📚 Guide🕐 2 min read

Goals.com uses a left sidebar for all navigation. Every section of the platform is one click away from anywhere. Here's a quick reference for what lives where.

The left navigation

  • Dashboard — The home screen. Shows your team leaderboard, key metrics (YTD Sales, Team ROI, Quota Pace), and the Highlights feed preview.
  • Goals — Individual rep quota pages and team-wide goal tracking. This is where you set, view, and manage sales quotas.
  • Pipeline — Your CRM. All deals, contacts, and accounts live here. Toggle between Kanban, List, and Calendar views from the top of this page.
  • Highlights — The team recognition feed. Deal closes, badges, milestones, and reactions.
  • Chat — Internal team messaging. Channels and direct messages.
  • Bonuses — Active and past bonus structures. Reps see their own progress; managers see everyone's.
  • Contests — Active and past sales competitions with live leaderboards.
  • Commissions — Per-deal commission breakdowns, YTD totals, and payout schedules.
  • Reports — The export center. One-click data exports and scheduled report configuration.
  • Ace ✦ — The AI assistant. Available from any page.

The top bar

The top bar contains global search (search for any deal, contact, or account by name), your notification bell (alerts for at-risk deals, contest updates, and new Highlights), and your profile menu (account settings, workspace settings, and sign out).

Quick tips

  • Press / from anywhere to open global search instantly.
  • Click any rep's name on the Dashboard leaderboard to jump directly to their Goal page.
  • In Pipeline, use the My Deals filter to see only your own opportunities — useful if you're a rep looking at a busy team pipeline.
  • Ace AI is always one click away — look for the ✦ icon at the bottom of the left nav.
Tip: Bookmark your most-used section (usually Pipeline or Goals) so you land there directly each day instead of routing through the Dashboard.
Previous: Importing your data
Back to Knowledge Center
Knowledge Center
Goals & Quotas🕐 5 min read

How to set up sales goals for your team

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Getting started

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  1. Navigate to Goals from the left sidebar
  2. Click "Goal Setting" in the top-right corner
  3. Select the rep or team you want to configure
  4. Enter the annual quota amount and choose a period (annual or quarterly)
  5. Save — the goal goes live immediately and begins tracking attainment

What to expect

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Tip: You can set different quota amounts per rep. Managers always see the full team view regardless of their own quota settings.
Tip: Goals update in real time as deals close — no manual refresh needed.

Common questions

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Next: How quota attainment is calculated
Knowledge Center
Goals & Quotas🕐 3 min read

How is quota attainment calculated?

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Getting started

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  1. A deal closes (moves to Closed/Won stage in Pipeline)
  2. Goals.com reads the deal value and the rep it is assigned to
  3. The value is added to that rep's YTD total
  4. Attainment percentage updates instantly on the dashboard
  5. Team totals roll up automatically across all reps

What to expect

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Tip: Only Closed/Won deals count toward quota. Deals in any other stage — even Closing — do not count until they are marked won.

Common questions

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Previous: Setting up goals
Next: Understanding at-risk alerts
Knowledge Center
Goals & Quotas🕐 4 min read

Understanding at-risk alerts

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Getting started

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  1. Goals.com calculates expected pace based on days elapsed in the year
  2. It compares each rep's YTD total against where they should be by that date
  3. If a rep is more than 15% behind expected pace, they are flagged as At Risk
  4. The flag appears on their individual card and on the manager dashboard
  5. Ace AI also surfaces at-risk reps in its daily insight feed

What to expect

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Tip: The at-risk threshold is configurable. Ask your admin to adjust it in Goal Settings if 15% is too sensitive or too lenient for your team.

Common questions

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Previous: How quota is calculated
Next: Reading the team leaderboard
Knowledge Center
Goals & Quotas🕐 3 min read

Reading the team leaderboard

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Getting started

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  1. Go to Dashboard from the left sidebar
  2. Scroll to the Leaderboard section
  3. Each row shows: Rep name, Sales YTD, This Month, Wins, Proposals, Commission YTD
  4. Click "Full team →" to see all reps in an expanded view
  5. Use Sort to rank by any column

What to expect

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Tip: The leaderboard updates in real time. If two reps close deals simultaneously you may see ranks change within seconds.

Common questions

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Previous: At-risk alerts
Back to Knowledge Center
Knowledge Center
Pipeline CRM🕐 4 min read

Adding your first deal to the pipeline

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Getting started

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  1. Click "+ Add Opportunity" in the top-right of the Pipeline page
  2. Enter the opportunity name (usually: Company — Deal Type)
  3. Set the stage (start with Prospect Registered for new deals)
  4. Add the deal value and expected close date
  5. Link a contact and organization
  6. Click Save — the deal appears in your pipeline immediately

What to expect

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Tip: Name deals consistently: "Company Name — Product/Service Type" makes the pipeline much easier to scan at a glance.

Common questions

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Next: Pipeline views explained
Knowledge Center
Pipeline CRM🕐 4 min read

Kanban, List, and Calendar view — which one to use?

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Getting started

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  1. Board view: drag-and-drop cards across stages — best for visual pipeline management
  2. List view: a sortable table with all deal details — best for bulk review and sorting by value or date
  3. Calendar view: deals plotted on a calendar by close date — best for time-based planning
  4. Switch between views using the Board / List buttons in the top-right
  5. Your view preference is saved per session

What to expect

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Tip: Most managers prefer List view for weekly pipeline reviews — it's easier to sort by value and spot what needs attention.

Common questions

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Previous: Adding a deal
Next: Deal aging explained
Knowledge Center
Pipeline CRM🕐 3 min read

Deal aging — what it means when a deal is flagged as idle

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Getting started

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  1. Goals.com tracks how long each deal has been in its current stage
  2. If a deal has not moved or had activity logged in 14+ days, it is marked idle
  3. The deal card shows a red "⚠ Xd idle" badge in Board view
  4. In List view, the Activity column shows "Overdue" in red
  5. Ace AI will surface idle deals in its daily insight feed automatically

What to expect

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Tip: 14 days is the default idle threshold. This can be adjusted per pipeline stage in Pipeline Settings.

Common questions

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Previous: Pipeline views
Next: Managing contacts
Knowledge Center
Pipeline CRM🕐 5 min read

Managing contacts and linking them to deals

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Getting started

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  1. Go to Accounts in the left sidebar to create or find an organization
  2. Within the organization, click "Add Contact" to create a person record
  3. Fill in name, title, email, and phone
  4. From any deal, open the deal detail and click "Link Contact"
  5. Search for the contact and confirm — they are now linked to that deal

What to expect

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Tip: One contact can be linked to multiple deals. This is useful for contacts who appear in several opportunities across different products or time periods.

Common questions

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Previous: Deal aging
Next: Logging activities
Knowledge Center
Pipeline CRM🕐 4 min read

Logging activities — calls, notes, tasks, and follow-ups

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Getting started

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  1. Open a deal from the pipeline
  2. In the deal detail panel, click "Log Activity"
  3. Choose the type: Call, Note, Email, or Task
  4. Fill in the details and set a follow-up date if needed
  5. Save — the activity appears in the deal history timeline immediately

What to expect

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Tip: Logging activities keeps your deal history accurate and gives Ace AI better context when you ask about deal health or pipeline risk.

Common questions

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Previous: Managing contacts
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Knowledge Center
Commissions🕐 6 min read

How commissions work in Goals.com

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Getting started

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  1. A deal is marked Closed/Won in the Pipeline
  2. Goals.com reads the deal value and the assigned rep
  3. The commission rate configured for that rep is applied to the deal value
  4. The calculated commission is added to the rep's Commission YTD total
  5. The rep sees their updated earnings in the Commissions section immediately

What to expect

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Tip: Commissions calculate automatically — there is no manual step. The only thing that triggers a commission entry is a deal being marked Closed/Won.

Common questions

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Next: Setting up commission rates
Knowledge Center
Commissions🕐 4 min read

Setting up commission rates for your reps

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Getting started

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  1. Go to Commissions in the left sidebar
  2. Click "Settings" or the gear icon
  3. You can set a default rate for all reps, or configure per-rep rates
  4. Enter the percentage (e.g., 8 for 8%)
  5. Save — the new rate applies to all future closed deals immediately

What to expect

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Tip: Changing a rate does not affect past commission entries. Historical commissions always reflect the rate that was active when the deal closed.

Common questions

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Previous: How commissions work
Next: How payout dates work
Knowledge Center
Commissions🕐 3 min read

How does the payout date work?

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Getting started

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  1. Go to Commissions → Settings
  2. Set a payout schedule: monthly, bi-weekly, or custom date
  3. Goals.com displays the next payout date on each rep's commission view
  4. Reps see: earnings since last payout, next payout date, and total YTD paid
  5. After each payout period, totals reset for the new cycle

What to expect

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Tip: Reps can always see their full commission history — even after a payout period resets their current cycle counter.

Common questions

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Previous: Commission rates
Next: Manager view
Knowledge Center
Commissions🕐 4 min read

The manager view — all commissions across the team

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Getting started

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  1. Go to Commissions in the left sidebar — managers see the full team table by default
  2. Each row shows: Rep name, Commission YTD, This Month, Next Payout, Status
  3. Click any rep's name to see their full commission breakdown by deal
  4. Use the Export button to download a CSV for payroll processing
  5. Filter by date range to see any custom period

What to expect

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Tip: The Export CSV includes deal name, close date, deal value, rate applied, and commission earned — everything payroll needs.

Common questions

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Previous: Payout dates
Back to Knowledge Center
Knowledge Center
Bonuses & Contests🕐 5 min read

Creating your first bonus

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Getting started

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  1. Go to Bonuses in the left sidebar
  2. Click "+ New Bonus"
  3. Name the bonus and add a description reps will see
  4. Set the target: a dollar amount, number of deals, or activity count
  5. Set the reward amount or type
  6. Choose who it applies to: all reps or specific individuals
  7. Click Launch — it goes live immediately

What to expect

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Tip: Keep bonus names short and motivating. Reps see these on their dashboard every day — "Q3 Revenue Sprint" lands better than "Bonus Program 4".

Common questions

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Next: Running a sales contest
Knowledge Center
Bonuses & Contests🕐 6 min read

Running your first sales contest

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Getting started

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  1. Go to Contests in the left sidebar
  2. Click "+ New Contest"
  3. Set the contest name, start date, and end date
  4. Choose the metric: Deals Closed, Revenue, Calls, or Proposals
  5. Set the prize pool and how it distributes (winner takes all or tiered)
  6. Add participants — all reps or a custom group
  7. Click Launch — the leaderboard appears immediately

What to expect

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Tip: Contests with a visible countdown and real-time leaderboard generate the most engagement. Reps check the standings constantly when they can see how close they are.

Common questions

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Previous: Creating a bonus
Next: How the leaderboard updates
Knowledge Center
Bonuses & Contests🕐 3 min read

How the contest leaderboard updates in real time

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Getting started

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  1. A qualifying action occurs (deal closed, call logged, etc.)
  2. Goals.com reads the event and checks if it qualifies for any active contest
  3. The participant's score updates within seconds
  4. The leaderboard re-ranks all participants
  5. All participants see the updated standings on their dashboard

What to expect

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Tip: Reps can see the live leaderboard from their Dashboard — they do not need to navigate to Contests to check their rank.

Common questions

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Next: Finding past results
Knowledge Center
Bonuses & Contests🕐 2 min read

Where to find past bonus and contest history

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Getting started

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  1. Go to Bonuses or Contests in the left sidebar
  2. Click the "Past" or "Archive" tab
  3. All completed bonuses and contests are listed with final results
  4. Click any entry to see full standings, payout amounts, and participants
  5. Use the date filter to narrow by quarter or year

What to expect

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Tip: Past contest archives include the final leaderboard snapshot with all participant scores — useful for reviewing what drove results.

Common questions

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Knowledge Center
Ace AI🕐 4 min read

What is Ace AI and what can it do?

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Getting started

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  1. Ace is Goals.com's built-in AI assistant trained on your account data
  2. It has access to your pipeline, rep performance, commissions, and goals
  3. Ask Ace questions in plain English from anywhere using the "Ask Ace" button
  4. Ace responds with data pulled directly from your account — not generic advice
  5. You can ask about deals, rep performance, forecasts, or anything in your pipeline

What to expect

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Tip: Ace works best when you ask specific questions. "Which deals are at risk this week?" gets a better answer than "How is the pipeline doing?"

Common questions

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Next: 10 questions to ask Ace
Knowledge Center
Ace AI🕐 5 min read

10 questions to ask Ace that will change how you run your pipeline

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Getting started

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  1. "Which deals have been idle for more than 14 days?"
  2. "Who is behind quota pace this month and by how much?"
  3. "What is our projected close for this quarter?"
  4. "Which rep has the highest win rate this year?"
  5. "What deals are in Closing stage right now?"
  6. "How much commission has the team earned this month?"
  7. "Which contacts have not been reached in 30 days?"
  8. "What was our average deal size last quarter?"
  9. "Who closed the most deals in Q2?"
  10. "What is at risk of slipping past our quarter end?"

What to expect

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Tip: Save your most-used prompts — Ace remembers context within a session so you can ask follow-up questions without repeating yourself.

Common questions

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Previous: What is Ace
Next: How Ace surfaces at-risk deals
Knowledge Center
Ace AI🕐 4 min read

How Ace surfaces at-risk deals before they slip

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Getting started

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  1. Ace continuously monitors deal age, last activity date, and stage duration
  2. It compares each deal against your team's historical close patterns
  3. Deals that fall outside normal patterns are flagged as at-risk
  4. Ace surfaces these in the Today's Priorities panel on the right side of your dashboard
  5. You can also ask Ace directly: "What deals are at risk this week?"

What to expect

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Tip: Ace's at-risk detection gets more accurate over time as it learns your team's normal close cycles and activity patterns.

Common questions

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Previous: Questions to ask Ace
Next: Using Ace to forecast
Knowledge Center
Ace AI🕐 4 min read

Using Ace to forecast your quarter

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Getting started

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  1. Ask Ace: "What is our projected close for this quarter?"
  2. Ace reads all deals in your pipeline and their current stages
  3. It applies your historical win rate by stage to project expected revenue
  4. It gives you a range: conservative (low) and optimistic (high) estimates
  5. Ask follow-up questions like "What if we close the Closing stage deals?" to stress-test the forecast

What to expect

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Tip: Ace's forecast is based on your actual historical win rate — not industry averages. The more deal history in your account, the more accurate it gets.

Common questions

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Knowledge Center
Reports🕐 4 min read

Exporting your data from Goals.com

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Getting started

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  1. Go to Reports in the left sidebar
  2. Choose the dataset: Opportunities, Contacts, Goals, or Commissions
  3. Use filters to narrow the data (date range, rep, stage, etc.)
  4. Click Export and choose CSV or XLSX
  5. The file downloads immediately to your computer

What to expect

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Tip: Filter before you export — exporting your full pipeline without filters can produce very large files. Most teams export by quarter or by rep for cleaner data.

Common questions

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Next: Setting up scheduled reports
Knowledge Center
Reports🕐 4 min read

Setting up scheduled reports that run automatically

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Getting started

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  1. Go to Reports → Scheduled
  2. Click "+ New Scheduled Report"
  3. Choose the report type and apply any filters you want to run on each delivery
  4. Set the frequency: weekly (Monday morning) or monthly (1st of the month)
  5. Enter the email addresses to deliver to
  6. Click Save — the first report runs on the next scheduled date

What to expect

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Tip: Scheduled reports deliver at 7am in the account timezone. Recipients do not need a Goals.com login to view the report — it arrives as a formatted email with a CSV attachment.

Common questions

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Previous: Exporting data
Next: Understanding forecasting
Knowledge Center
Reports🕐 5 min read

Understanding pipeline forecasting

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Getting started

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  1. Go to Forecast in the left sidebar
  2. The main view shows your projected revenue for the current period
  3. The chart displays: Current pipeline value, Expected close based on win rate, and Closed/Won to date
  4. The High estimate assumes all Closing-stage deals close
  5. The Low estimate uses your historical win rate across all open stages
  6. Hover over any point on the chart to see the breakdown

What to expect

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Tip: Revisit your forecast weekly. Pipeline changes fast — a forecast from two weeks ago may not reflect deals added, lost, or advanced since then.

Common questions

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