Now that you’ve set up your dashboard with the metrics of your choice, you can set goals for KPI, assign an owner to it and track the progress in your dashboard.
Set a goal for KPI
Within every KPI card, there will be an icon to set a goal.
Click on the icon and enter the value for year/quarter/month.
While viewing data for YTD you can either set a value for the whole year and it gets split equally for all the quarters or manually enter value for every quarter.
Likewise while viewing QTD you can either set a value for the whole quarter and it gets split equally for all the months within the quarter or manually enter value for every month.
Along with the goal values, you can also assign an owner to a goal from your entity.
Set goal for a metric
Within every metric card, there will be an icon to set a goal.
Click on the icon and enter the value for year/quarter/month.
While viewing data for YTD you can either set a value for the whole year and it gets split equally for all the quarters or manually enter value for every quarter.
Track your progress towards goal
Once you’ve set your goal, you can track your progress towards your goal within the metric card in a progress bar along with the percentage achieved towards your goal.
The progress will be displayed according to the time range selected. For instance, if you are viewing QTD data, you’ll view your data progress towards the quarter goal and if you’re viewing MTD data, you’ll view your data progress towards your monthly goal.
