Goals

1. What This Page Is For

The Goals page is used to set and track monthly targets for the Customer Relationship Management (CRM) team across two dimensions: Staff Goals (target recovered deposit amounts and target won task counts per CRM agent) and Player Goals (target deposit and turnover amounts per player). The page provides real-time progress bars comparing target values against actual achieved performance.

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2. Before You Start

• Permissions:
  • You must have the 'CRM Goals' or 'CRM Lead' permission granted by an administrator to view, set, and edit goal values.
  • Users with view-only permissions can inspect the tables and progress bars, but will not see the buttons to set or edit goals.
• Prerequisites:
  • Determine the monthly period you want to set goals for, such as the current month (2026-10).
  • For bulk player goal setup, prepare a list of player usernames or IDs in advance.

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3. Screen Layout

When opening this page, you will see the following main sections:

1. Page Header: Displays the title CRM Monthly Goals and description.
2. View Tabs: Located at the top, consisting of 2 tabs:
   • Staff Goals: View and configure recovered amount and won task targets for CRM agents.
   • Player Goals: View and configure deposit and turnover targets for individual players.
3. 4 KPI Summary Cards: Summarize total target amounts versus actual achieved performance according to the selected tab.
4. Search and Filter Bar: Search input for staff or player names, Search button, and Advanced button to expand monthly period and campaign filters.
5. Goals Table: Displays target values, actual results, percentage progress bars, and an Edit button in each row.
6. Primary Action Buttons:
   • In the Staff tab: Set Staff Target button.
   • In the Player tab: Set Player Target (single player) and Bulk Set Player Goals (group setup) buttons.
7. Pagination Bar: Located at the bottom of the table to switch pages and select the number of items per page.

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4. Search and Filters

Field / Filter	Type	How to Use	Result
Search...	Text input	Type a staff name, username, or player username, then click Search or press Enter	Filters table rows matching the search keyword
Advanced	Toggle button	Click Advanced to expand or collapse additional filter controls	Displays monthly period, campaign, and staff/player filters
Monthly Period	Period selector	Select the target month and year, e.g., 2026-10 (defaults to current month)	Displays goals and performance data for that specific month
Campaign	Dropdown	Select a specific campaign or choose All Campaigns	Filters goals linked to the selected campaign
Staff / Player	Dropdown	Select a specific individual staff member or player	Displays only records belonging to the selected person
Clear All	Button	Click Clear All	Resets all active filters back to the current month default
Refresh	Icon button	Click the spinning arrow icon on the top-left of the table	Immediately refetches latest goal and performance data

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5. Data Table

1. Staff Goals Tab

4 KPI Summary Cards (Above Table)

• Total Target Recovered Amount: Total target amount assigned to all CRM staff for that month (Target icon / Blue).
• Total Actual Recovered Amount: Total actual deposit amount recovered by all staff (Dollar icon / Green).
• Total Target Won Count: Total target number of closed won tasks (Checkmark icon / Purple).
• Total Actual Won Count: Total number of tasks successfully won across the team (Trend-up icon / Orange).

Columns in Staff Goals Table

Column	What You See	Meaning	Color / Badges
CRM Staff	Staff full name and username, e.g., Somchai (@somchai)	Staff member responsible for this monthly goal	Plain text
Target Recovered Amount	Amount, e.g., ฿500,000	Target recovered deposit amount assigned for this month	Plain text
Target Won Count	Number of cases, e.g., 50 tasks	Target number of customers to successfully close	Plain text
Actual Recovered Amount	Amount, e.g., ฿420,000	Actual deposit amount recovered by this staff member	Bold green text
Actual Won Count	Number of cases, e.g., 45 tasks	Actual number of customers successfully closed	Bold blue text
Amount Progress	Percentage progress bar, e.g., 84%	Ratio of actual recovered amount to target amount	Green progress bar (or orange if below threshold)
Count Progress	Percentage progress bar, e.g., 90%	Ratio of actual won count to target won count	Purple progress bar
Actions	Pencil icon button (Edit)	Button to open the dialog for updating target numbers	See details below

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2. Player Goals Tab

4 KPI Summary Cards (Above Table)

• Total Target Deposit Amount: Total target deposit amount assigned across all tracked players (Target icon / Blue).
• Total Actual Deposit Amount: Total actual deposit amount made by these players (Dollar icon / Green).
• Total Target Turnover Amount: Total turnover target across all tracked players (Trend-up icon / Purple).
• Total Deposit Progress %: Overall percentage achievement of total player deposit targets (Percent icon / Orange).

Columns in Player Goals Table

Column	What You See	Meaning	Color / Badges
Player	Username and phone number, e.g., player01 (0812345678)	Player account assigned this target	Bold username
Target Deposit	Amount, e.g., ฿10,000	Target deposit amount expected from this player in the month	Plain text
Target Turnover	Amount, e.g., ฿50,000	Target turnover amount expected from this player	Blue text
Actual Deposit	Amount, e.g., ฿12,500	Actual deposit amount made by the player in the month	Bold green text
Progress	Percentage progress bar, e.g., 125%	Ratio of actual deposit to target deposit	Green progress bar (>100% means target achieved)
Actions	Pencil icon button (Edit)	Button to open the dialog for updating player targets	See details below

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6. Step-by-Step Instructions

1. Setting a Monthly Target for a CRM Staff Member

1. Navigate to Follow-up > Goals from the left navigation sidebar.
2. Select the Staff Goals tab.
3. Click the Set Staff Target button in the top-right corner (or click the pencil icon in an existing staff row to modify).
4. In the Set Staff Target dialog:
   • Verify the monthly period displayed.
   • Search and select the staff member in Select CRM Staff.
   • Enter the Target Recovered Amount (฿) expected from this staff member.
   • Enter the Target Won Count expected for completed customer tasks.
5. Click Save Target.
6. The table updates immediately, displaying the new target and recalculated progress bars.

2. Setting a Monthly Target for an Individual Player

1. Switch to the Player Goals tab.
2. Click the Set Player Target button in the top-right corner (or click the edit button on an existing player row).
3. In the Set Player Target dialog:
   • Search for and select the target player account.
   • Enter the Target Deposit Amount (฿) for this month.
   • Enter the Target Turnover Amount (฿) for this month.
4. Click Save Target.

3. Setting Targets for Multiple Players at Once (Bulk Setup)

1. On the Player Goals tab, click Bulk Set Player Goals.
2. In the Bulk Set Player Goals dialog:
   • Paste or search and select player usernames or IDs (comma or newline separated).
   • Enter the Target Deposit (฿) to apply uniformly to all players in the list.
   • Enter the Target Turnover (฿) to apply uniformly to all players in the list.
3. Click Bulk Save Goals.
4. The system assigns and saves the goals for all selected players simultaneously.

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7. Edit / Add Forms

1. Staff Goal Form

Field	Required	What to Input	Example	Constraints
Select Staff	Yes	Choose a CRM staff member from the list	Somchai (@somchai)	Single selection
Target Recovered Amount (฿)	Yes	Monthly recovered amount target	500000	Non-negative number (>= 0)
Target Won Count	Yes	Monthly won cases target	50	Non-negative integer (>= 0)

2. Player Goal Form

Field	Required	What to Input	Example	Constraints
Select Player	Yes	Search and select an active player account	player01	Must be a valid registered player
Target Deposit Amount (฿)	Yes	Monthly deposit target for this player	10000	Non-negative number (>= 0)
Target Turnover Amount (฿)	Yes	Monthly turnover target for this player	50000	Non-negative number (>= 0)

3. Bulk Player Goals Form

Field	Required	What to Input	Example	Constraints
Player List	Yes	Search or paste player usernames/IDs	20 players selected	Maximum 1,000 players per submission
Target Deposit (฿)	Yes	Target deposit applied to all players in the batch	5000	Non-negative number (>= 0)
Target Turnover (฿)	Yes	Target turnover applied to all players in the batch	25000	Non-negative number (>= 0)

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8. Popups and Dialogs

1. Staff Target Dialog

• When it opens: When clicking Set Staff Target or clicking the pencil icon (Edit) on a staff row.
• What you see: Monthly period, staff search dropdown, recovered amount input field, won count input field, and the Save Target button.
• What to do: Select the staff member, fill in target numbers, and click Save Target.
• Result: The system saves the target and updates the table row immediately.

2. Player Target Dialog

• When it opens: When clicking Set Player Target or clicking the pencil icon (Edit) on a player row.
• What you see: Monthly period, player search input, deposit target input field, turnover target input field, and the save button.
• What to do: Select the player, enter deposit and turnover targets, and click Save Target.
• Result: The player's monthly target is saved and displayed in the table.

3. Bulk Set Player Goals Dialog

• When it opens: When clicking Bulk Set Player Goals on the Player Goals tab.
• What you see: Player input area (paste usernames/IDs), list of parsed players with individual delete buttons, uniform deposit target input, turnover target input, and the Bulk Save Goals button.
• What to do: Paste player usernames, verify count, enter targets, and click Bulk Save Goals.
• Result: The system creates or updates goals for all listed players in a single batch.

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9. Statuses and Badges

Indicator / Progress Bar	Basic Color	Meaning	Next Step
Target Achieved (100% or higher)	Green	Actual performance reached or exceeded the set target	Maintain performance or adjust target higher next month
Near Target (50% - 99%)	Blue	Good progress, moving steadily toward target completion	Continue follow-up contacts throughout the month
Below Threshold (Under 50%)	Orange	Performance is lagging behind the monthly target	Increase outreach efforts and call activities
No Activity Yet (0%)	Gray	No recovered deposits or player deposits recorded yet this month	Begin initial phone contacts and player follow-ups

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10. FAQ & Troubleshooting

• Changing the monthly period shows an empty table:
  • Verify whether goals have been set for that month yet. If no goals exist, click Set Staff Target or Set Player Target to establish targets for that period.
• Modifying an existing goal:
  • You do not need to delete an old record. Click the pencil icon (Edit) on that row, or submit a new target for the same staff or player in the same period; the system automatically updates the target values without losing actual achieved amounts.
• Bulk player goal submission fails:
  • Ensure at least 1 valid player is entered, and verify that the total player count does not exceed 1,000 players per batch.