How to Set Up the Appointment Note Task Goal Report

This template displays the Appointments, notes, and/ or tasks that have been completed during a given date range compared to the goal you’ve set.

Search for the Template

To begin, click the “+” icon on your dashboard and type “appt” into the search bar. Then click on the Appt|Note|Task Goal template.

search for the report in the template library

Chart Tab

Display Type

Like all goal-based reports the chart type is set to Solid Gauge.

select the display type

Options Tab

Navigate to the Options tab.

Select the Record Type

First, select the type of records you’d like to include in the report.

select which type of record you would like to track

Display Value

Next, select the Value to Show. Choose the first option to show, in the case of what we have selected above, the total number of appointments held. Choose the second option to show the total number of unique contacts that you held appointments with.

select which value you want to be displayed

Date Range and Display Interval

Now set the Date Range you want to look at. Then set the Display Interval to Days, Weeks, or Months.

select the date range you wish to track
select the display interval


Finally, you get to define your goal.

select your goal and assign percentages

Criteria Builder Tab

For ultimate control and customization, continue using the Criteria Builder to include additional rules and requirements to the report.

use the criteria builder to filter the report even further

Once you have your criteria set, click Save Preferences on This Widget.

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