# US 2020/0401978 A1 · Intelligent recommendation of goals using ingested database data

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- Number: US 2020/0401978 A1
- Document ID: US20200401978A1
- Status: Published application
- Kind: A1
- Application number: 16/447,519
- Filed: 2019-06-20
- Published: 2020-12-24
- Earliest claimed: 2019-06-20
- Assignees: salesforce.com, inc.
- Applicants: salesforce.com, inc.
- Inventors: Aaron M. Popelka; Luke A. Ball; Joshua L. Sarver
- Web page: https://patentgrep.com/patent/US20200401978A1

## CPC

- G06Q 10/06393: {Score-carding, benchmarking or key performance indicator [KPI] analysis}
- G06F 3/04847: Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
- G06F 16/2457: with adaptation to user needs
- G06F 16/248: Presentation of query results
- G06F 16/252: {between a Database Management System and a front-end application}
- G06Q 10/0639: Performance analysis of employees; Performance analysis of enterprise or organisation operations
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Disclosed are some implementations of systems, apparatus, methods and computer program products for facilitating the intelligent recommendation and simulation of goals using ingested database data. A graphical user interface (GUI) is provided to facilitate configuration of a goal. A goal configuration indicates a goal defined by a goal definition, a target improvement in relation to the goal, and a target date. A determination is made as to whether the target improvement in relation to the goal can be achieved by the target date. A goal recommendation is presented according to a result of determining whether the target improvement in relation to the goal can be achieved by the target date. A goal recommendation can indicate a confidence with which the recommended goal can be achieved. After a goal is created, goal simulation can generate and provide a visual representation of predicted progression toward the goal over time. The visual representation can include one or more confidence levels that each indicates a confidence with which a corresponding level of progress toward the goal can be achieved.

## Claims

### Claim 1

A system comprising:
a database system implemented using a server system, the database system configurable to cause:
providing a graphical user interface (GUI) including at least one user interface object for display by a client device, the user interface object including one or more user interface elements configured to obtain user input in relation to configuration of a goal;
obtaining, via the GUI, an indication of a goal configuration, the goal configuration indicating a goal defined by a goal definition, a target improvement in relation to the goal, and a target date, the target improvement including a numerical value indicating a target percentage increase or decrease in relation to the goal by the target date, the goal definition including a formula identifying two or more database fields corresponding to database records of at least one data source;
responsive to obtaining the indication of the goal configuration, determining whether the target improvement in relation to the goal can be achieved by the target date; and
providing a goal recommendation for display by the client device according to a result of determining whether the target improvement in relation to the goal can be achieved by the target date, the goal recommendation including at least one of: a) a recommended target improvement including a second numerical value indicating a recommended target percentage increase or decrease in relation to the goal, b) a recommended modification to the goal definition, or c) a recommended modification to the target date.

### Claim 2 (depends on 1)

The system of claim 1, the database system further configurable to cause:
obtaining an indication of user input in relation to the goal recommendation; and
responsive to processing the indication of user input in relation to the goal recommendation, storing or updating a particular goal configuration associated with the goal, the particular goal configuration indicating a particular numerical value representing a particular target improvement in relation to the goal and indicating a particular target date.

### Claim 3 (depends on 1)

The system of claim 1, the database system further configurable to cause:
obtaining data from the data source according to the particular goal definition; and
generating simulation data based, at least in part, on the obtained data and the goal configuration, the simulation data representing predicted future performance in relation to the goal over a period of time;
wherein determining whether the target improvement in relation to the goal can be achieved by the target date is performed based, at least in part, on the simulation data.

### Claim 4 (depends on 3)

The system of claim 3, wherein generating the simulation is performed further based, at least in part, on one or more of: a) one or more additional goal configurations, each of the additional goal configurations indicating a corresponding goal defined by a corresponding goal definition, a corresponding target improvement in relation to the goal, and a corresponding target date, the target improvement of each of the additional goal configurations including a numerical value indicating a corresponding target percentage increase or decrease in relation to the corresponding goal by the corresponding target date, each goal definition being defined by a corresponding formula identifying two or more database fields corresponding to database records of at least one data source, b) one or more scheduled product releases, or c) one or more scheduled advertising campaigns.

### Claim 5 (depends on 1)

The system of claim 1, the database system further configurable to cause:
obtaining data from the data source according to the particular goal definition;
extrapolating the obtained data over time according to the target date such that extrapolated data is generated;
wherein determining whether the target improvement in relation to the goal can be achieved by the target date is performed based, at least in part, on the extrapolated data.

### Claim 6 (depends on 1)

The system of claim 1, the database system further configurable to cause:
tracking progression toward the particular target improvement in relation to the goal based, at least in part, on data obtained from the data source according to the goal definition.

### Claim 7 (depends on 1)

The system of claim 1, the goal recommendation further indicating a level of confidence associated with the goal recommendation, the level of confidence indicating a likelihood that an improvement according to the goal recommendation can be achieved.

### Claim 8

A method, comprising:
providing a graphical user interface (GUI) including at least one user interface object for display by a client device, the user interface object including one or more user interface elements configured to obtain user input in relation to configuration of a goal;
obtaining, via the GUI, an indication of a goal configuration, the goal configuration indicating a goal defined by a goal definition, a target improvement in relation to the goal, and a target date, the target improvement including a numerical value indicating a target percentage increase or decrease in relation to the goal by the target date, the goal definition including a formula identifying two or more database fields corresponding to database records of at least one data source;
responsive to obtaining the indication of the goal configuration, determining whether the target improvement in relation to the goal can be achieved by the target date; and
providing a goal recommendation for display by the client device according to a result of determining whether the target improvement in relation to the goal can be achieved by the target date, the goal recommendation including at least one of: a) a recommended target improvement including a second numerical value indicating a recommended target percentage increase or decrease in relation to the goal, b) a recommended modification to the goal definition, or c) a recommended modification to the target date.

### Claim 9 (depends on 8)

The method of claim 8, further comprising:
obtaining an indication of user input in relation to the goal recommendation; and
responsive to processing the indication of user input in relation to the goal recommendation, storing or updating a particular goal configuration associated with the goal, the particular goal configuration indicating a particular numerical value representing a particular target improvement in relation to the goal and indicating a particular target date.

### Claim 10 (depends on 8)

The method of claim 8, further comprising:
obtaining data from the data source according to the particular goal definition; and
generating simulation data based, at least in part, on the obtained data and the goal configuration, the simulation data representing predicted future performance in relation to the goal over a period of time;
wherein determining whether the target improvement in relation to the goal can be achieved by the target date is performed based, at least in part, on the simulation data.

### Claim 11 (depends on 10)

The method of claim 10, wherein generating the simulation is performed further based, at least in part, on one or more of: a) one or more additional goal configurations, each of the additional goal configurations indicating a corresponding goal defined by a corresponding goal definition, a corresponding target improvement in relation to the goal, and a corresponding target date, the target improvement of each of the additional goal configurations including a numerical value indicating a corresponding target percentage increase or decrease in relation to the corresponding goal by the corresponding target date, each goal definition being defined by a corresponding formula identifying two or more database fields corresponding to database records of at least one data source, b) one or more scheduled product releases, or c) one or more scheduled advertising campaigns.

### Claim 12 (depends on 8)

The method of claim 8, further comprising:
obtaining data from the data source according to the particular goal definition;
extrapolating the obtained data over time according to the target date such that extrapolated data is generated;
wherein determining whether the target improvement in relation to the goal can be achieved by the target date is performed based, at least in part, on the extrapolated data.

### Claim 13 (depends on 8)

The method of claim 8, further comprising:
tracking progression toward the particular target improvement in relation to the goal based, at least in part, on data obtained from the data source according to the goal definition.

### Claim 14 (depends on 8)

The method of claim 8, the goal recommendation further indicating a level of confidence associated with the goal recommendation, the level of confidence indicating a likelihood that an improvement according to the goal recommendation can be achieved.

### Claim 15

A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause:
providing a graphical user interface (GUI) including at least one user interface object for display by a client device, the user interface object including one or more user interface elements configured to obtain user input in relation to configuration of a goal;
obtaining, via the GUI, an indication of a goal configuration, the goal configuration indicating a goal defined by a goal definition, a target improvement in relation to the goal, and a target date, the target improvement including a numerical value indicating a target percentage increase or decrease in relation to the goal by the target date, the goal definition including a formula identifying two or more database fields corresponding to database records of at least one data source;
responsive to obtaining the indication of the goal configuration, determining whether the target improvement in relation to the goal can be achieved by the target date; and
providing a goal recommendation for display by the client device according to a result of determining whether the target improvement in relation to the goal can be achieved by the target date, the goal recommendation including at least one of: a) a recommended target improvement including a second numerical value indicating a recommended target percentage increase or decrease in relation to the goal, b) a recommended modification to the goal definition, or c) a recommended modification to the target date.

### Claim 16 (depends on 15)

The computer program product of claim 15, the program code comprising instructions further configurable to cause:
obtaining an indication of user input in relation to the goal recommendation; and
responsive to processing the indication of user input in relation to the goal recommendation, storing or updating a particular goal configuration associated with the goal, the particular goal configuration indicating a particular numerical value representing a particular target improvement in relation to the goal and indicating a particular target date.

### Claim 17 (depends on 15)

The computer program product of claim 15, the program code comprising instructions further configurable to cause:
obtaining data from the data source according to the particular goal definition; and
generating simulation data based, at least in part, on the obtained data and the goal configuration, the simulation data representing predicted future performance in relation to the goal over a period of time;
wherein determining whether the target improvement in relation to the goal can be achieved by the target date is performed based, at least in part, on the simulation data.

### Claim 18 (depends on 17)

The computer program product of claim 17, wherein generating the simulation is performed further based, at least in part, on one or more of: a) one or more additional goal configurations, each of the additional goal configurations indicating a corresponding goal defined by a corresponding goal definition, a corresponding target improvement in relation to the goal, and a corresponding target date, the target improvement of each of the additional goal configurations including a numerical value indicating a corresponding target percentage increase or decrease in relation to the corresponding goal by the corresponding target date, each goal definition being defined by a corresponding formula identifying two or more database fields corresponding to database records of at least one data source, b) one or more scheduled product releases, or c) one or more scheduled advertising campaigns.

### Claim 19 (depends on 15)

The computer program product of claim 15, the program code comprising instructions further configurable to cause:
obtaining data from the data source according to the particular goal definition;
extrapolating the obtained data over time according to the target date such that extrapolated data is generated;
wherein determining whether the target improvement in relation to the goal can be achieved by the target date is performed based, at least in part, on the extrapolated data.

### Claim 20 (depends on 15)

The computer program product of claim 15, the goal recommendation further indicating a level of confidence associated with the goal recommendation, the level of confidence indicating a likelihood that an improvement according to the goal recommendation can be achieved.