goals_list
Retrieve goals filtered by type, assignee, title, period, and status to track sales targets and team performance.
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 |