What are the two types of Goal Views?
What are my subscription options?
Automatic subscription cadence
How to set up or edit Goal View Subscriptions
From a Goal View Subscription Email/Slack:
How does Atrium decide if a goal is “in progress” or recently completed?
Overview
Atrium has 5 different types of Saved Views - Dashboards, Alert Feeds, Opp Health Views, Saved Cards, and Goal Views. Goal Views include Default Goal Views (Atrium generated goal pages for teams and individuals) and Custom Goal Views (user configured goal pages that monitor a custom set of goals).
Distributing your Saved Views via Email or Slack is key to building a data-driven culture, as it ensures that Atrium insights are consistently delivered to your team at a schedule that matches their operating rhythms. You can manage the schedule of all your distributed Saved Views in the Subscription Center.
This article will cover your options for setting up subscriptions for Default and Custom Goal Views.
What are the two types of Goal Views?
Default Goal Views
All goals that have been set for teams or individuals in your organization are organized automatically into default team or employee goal views. When you look at these Default Goal Views, you will see 100% of the goals for that team or individual (you cannot filter down to a specific subset of goals like you can with Custom Goal Views).
Custom Goal Views
What if you only want to see a very specific set of goals? Perhaps you want to view a subset of your team’s goals (e.g., only your weekly goals), or understand the status of certain types of goals (e.g., only pipeline hygiene goals) from across the organization.
You can create a Custom Goal View, configured to see only the goals you want, and then save it for easy access. You can filter goals by team, employee, time frame and metric, or specify a specific group of goals.
What are my subscription options?
For both Default and Custom Goal Views, you have the option of using Atrium’s automatic subscription cadence, defining a custom subscription cadence, or turning off subscriptions for the given goal view. All subscriptions can be delivered via Email or Slack.
Custom subscription cadence
Custom subscriptions will be delivered at the cadence you specify (e.g. daily, weekly, monthly or quarterly), and will always present 100% of the goals in the goal view combined into one Email or Slack message.
For example, if you set up your subscription to deliver via Email every Monday, Wednesday, and Friday, each of those Emails will include an update on every goal in the custom goal view, regardless of whether it is a weekly, monthly, or quarterly goal.
Within each Email or Slack message, Atrium will automatically determine, based on the timing of the scheduled communication, whether to present the status of each individual goal as “in progress” or “recently completed”.
For example, if you set up your subscription to deliver via Email every Monday and Wednesday, your weekly goals will show the status of their last completed week when delivered on Monday, but will show their “in progress” status of the current week when delivered on Wednesday.
You can find a detailed explanation of how Atrium determines if a goal is “in progress” or “recently completed”, here.
A combined goal Email and Slack message looks like this:
Automatic subscription cadence
Automatic subscriptions will deliver updates on the weekly, monthly, and quarterly goals in your Goal View in Emails or Slack messages, according the the following schedule:
| Calendar Cadence of Automatic Notifications | ||||||
| 1st of the Month/Quarter | Mondays | Tuesday | Wednesdays | Thursdays | Friday | Daily |
| Monthly/Quarterly Goal Results | Weekly Insights Report | New Strategy Insights | ||||
| Sales Coach Digest | Sales Coach Daily Huddle | Sales Coach Daily Huddle | Sales Coach Daily Huddle | Sales Coach Shoutouts | ||
You will only receive notifications for the goal time frames that are present in your Goal View. So, for example, if you do not have any weekly goals set in the Goal View that you are subscribed to on the automatic cadence, you will not receive a weekly goal result email and/or Slack on Monday mornings or a weekly goal progress email and/or Slack on Thursday mornings.
Note that unlike custom subscription cadences, the automatic subscription cadence makes it such that each notification will include only “in progress” goals or only “recently completed” goals.
Here are a few example cadences:
For example, if you have a Goal View with only weekly goals set to send on the automatic cadence, you would receive:
- 1 email and/or Slack on Mondays - weekly goal results in the morning
- 1 email and/or Slack on Thursdays - weekly goal progress in the morning
Another example, if you have a Goal View with weekly and monthly goals set to send on the automatic cadence, you would receive:
- 1 email and/or Slack on the 1st of the month - monthly goal results in the morning
- 2 email and/or Slack on Mondays - weekly goal results in the morning and monthly goal progress in the evening
- 1 email and/or Slack on Thursdays - weekly goal progress in the morning
Last example, if you have a Goal View with weekly, monthly, and quarterly goals set to send on the automatic cadence, you would receive:
- 2 emails and/or Slacks on the 1st of the month - monthly goal results and quarterly goal results in the morning
- 3 emails and/or Slacks on Mondays - weekly goal results in the morning and monthly goal progress and quarterly goal progress in the evening
- 1 email and/or Slack on Thursdays - weekly goal progress in the morning
Each of these emails and Slack messages will be delivered separately. Here is an example of a weekly “goals completed” Email and Slack:
Disabling subscriptions
Selecting “Never” will turn off subscriptions for that Saved View.
How to set up or edit Goal View Subscriptions
Goal View subscriptions can be updated from the following places: the Share icon on the Goals Page, Subscription Center, or “Edit this subscription” hyperlink in the email subscriptions.
From the Share icon
- Navigate to the Goal View for which you wish to edit the current subscription.
- You must either be the owner of this Goal View or have it shared with you as an editor to access the subscription modal.
- Click the Share icon in the upper right corner.
- Specify the subscription cadence you wish to have for this Goal View and enter the Email and/or Slack handles you want it delivered to.
- Click “Save”.
From the Subscription Center
- Navigate to the Subscription Center by clicking your name in the upper right corner > Notifications > Subscription Center.
- Find the Goal View for which you wish to edit the current subscription
- Either click on the schedule or click “Edit distribution schedule & method” in the “...” menu.
- You must either be the owner of this Goal View or have it shared with you as an editor to access the subscription modal.
- If you do not have access to the subscription modal, a popup will display who you can contact that does have access
- Specify the subscription cadence you wish to have for this Goal View and enter the Email and/or Slack handles you want it delivered to.
- Click “Save”.
Learn more about the Subscription Center.
From a Goal View Subscription Email/Slack
- If you want to edit the subscription from the Email or Slack message, you can click “Edit this subscription”
- This takes you to the Subscription Center where you can edit this subscription.
- You must either be the owner of this Goal View or have it shared with you as an editor to access the subscription modal.
- If you do not have access to the subscription modal, a popup will display who you can contact that does have access
How does Atrium decide if a goal is “in progress” or recently completed?
When delivering a Goal View as part of a custom subscription cadence, Atrium will automatically determine, based on the timing of the scheduled communication, whether to present the status of each individual goal as “in progress” or “recently completed”.
Atrium uses the following logic to determine whether to report on the in progress status of a given goal or whether to display the goal result from the recently completed time period:
- Atrium considers noon on Tuesday (in the user’s time zone) to be the cut off for switching from “recently completed” to “in progress” goal display for weekly goals
- If the subscription were to be sent on Tuesdays at 9am, the user would be presented with a retrospective view of the weekly goal results from the previous week
- If this subscription were to be sent on Wednesday at 9am, the user would be presented with the in-progress status of this week’s goals
- Atrium considers the 3rd business day of the month to be the cutoff for switching from “recently completed” to “in progress” goal display for monthly goals
- If the subscription were to be sent on Monday the 3rd, the user would be presented with a retrospective view of the monthly goal results from the previous monthly
- If this subscription were to be sent on Thursday the 6th, the user would be presented with the in-progress status of this month’s goals
- Atrium considers the 2nd Friday of the quarter to be the cutoff for switching from “recently completed” to “in progress” goal display for quarterly goals