goals_list
Retrieve sales goals with filters for type, assignee, period, and status. Query active goals, user-specific goals, or goals by metric targets.
Instructions
Get all goals with optional filters.
Retrieves goals based on various filtering criteria including type, title, assignee, and period.
Workflow tips:
Filter by assignee to see goals for specific users or teams
Use type.name to filter by goal type (e.g., deals_won, activities_completed)
Filter by is_active to see only active or inactive goals
Use period filters to find goals within specific date ranges
Common use cases:
List all active goals: { "is_active": true }
Find goals for a user: { "assignee.id": 123, "assignee.type": "person" }
Filter by goal type: { "type.name": "deals_won" }
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | No | Filter by goal title | |
| is_active | No | Filter by active status | |
| type.name | No | Filter by goal type name | |
| period.end | No | Filter by period end date (YYYY-MM-DD) | |
| assignee.id | No | Filter by assignee ID | |
| period.start | No | Filter by period start date (YYYY-MM-DD) | |
| assignee.type | No | Filter by assignee type | |
| expected_outcome.target | No | Filter by target value | |
| expected_outcome.tracking_metric | No | Filter by tracking metric |