With Goals, you can stay up-to-date on your progress towards reaching your business objectives. Some popular use cases for Goals include tracking sales quotas, website traffic performance, and new leads generated.
How to Access Goals
Navigate to Goals to access Goals. Click + New goal to create a new Goal.
How to use Goals
Here, you can set Goals for past and future days, weeks, months, quarters or years. In order to have a Date Range as an option in the Advanced setup window, you must have the corresponding checkbox selected in the Goal Value section.
Pro Tip: Set your company up for long-term success by breaking down larger Goals into smaller, more managable Goals. Learn more about creating an environment where you feel in control of your company's long-term performance here.
How to create a Goal [Example]
How to track your progress towards reaching a Goal on a Databoard
Pro Tip: On a Chart Datablock, you will need to select the Cumulative toggle in the Property Manager if you want to visualize Goals for longer Date Ranges. For example, if you want to view a Line Chart with "Month to Date" selected as the Date Range and compare to a Goal Value, a non-cumulative graph would allow you to compare with a daily Goal Value, while a cumulative graph would allow you to compare with a monthly Goal Value.
Pro Tip: For Chart Datablocks, you can add a Goal line to the graph in the Additional Lines section as well. Therefore, you could have the Comparison Value set to another option, such as "Previous Period." This would make it so the comparison percentage on the Datablock is showing current performance vs the previous period, but there is also a line on the graph visually representing your progress towards reaching your Goal.