Track progress toward a target with a goal widget
Set a monthly, quarterly or yearly goal, and follow the progress percentage with a status color, the remaining amount and the number of days left.
Before you start · for owners and managersEdit access to the dashboard
- You need: Edit access to the dashboard
Steps
When the goal shows
The goal only shows when the dashboard’s date range covers whole periods: “This month” or “This quarter” works with a monthly goal. “Last 7 days” doesn’t cover a whole month, so the number shows without the progress bar. The system doesn’t split the goal across days.
If the range covers several periods (such as a quarter with a monthly goal), each month’s target is added up. If a month has no target and there’s no default target, the goal doesn’t show.
Colors and numbers
Reaching a threshold exactly gives the higher color. The progress shown stops at 999.9%.
Remaining = the target − progress (never below zero). Days left counts to the last day of the goal period that includes today, and is zero on the last day. A monthly goal shown on “This quarter” counts down to the end of the month.
There’s one goal for the workspace. If you see only your own records, the progress is yours and the target is the workspace’s. Amounts in other currencies aren’t counted in progress, and show separately.
If something goes wrong
A real example
A goal of 120 enrollments a month.
- Goal: Count on the enrollments unit, monthly period, default target 120.
- Warning at 60%, success at 100%.
On day 20 it shows “85 of 120 · 35 to go · 10 days”, so they launch a follow-up campaign.