Goals: Creating and Using the Goals Feature

How To Use The Goals Feature

The Goals feature is located in the top right corner in each individual widget, the "Flag" icon, next to the Alerts feature (which is the "Bell" icon).

Goals allow you to benchmark metrics against your business objectives (e.g. whether your sales team hits their daily quota). It's a great way to identify areas of improvement within your organization.

To set a goal, simply enter the value you wish as your daily goal.  The goals will appear on-screen as dotted lines inside your widget.


Can I Use Goals With the Custom Gauge Widget?

At this time, the Gauge widget (one of our Custom widgets) does not work with goals, but the format of the widget in of itself will inherently visualize the goal (as it denotes on-screen progress to your goal)!