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A goal is a target you set for a metric — for example Q4 revenue ≥ 250,000orcostperlead250,000* or *cost per lead ≤ 40. A goal ties a target value to a metric query, so you can show clients how actual performance compares to the target. Goals are managed inside the project editor, on the Goals tab.

How a goal is defined

  • Metric — a query against a connected data source (the same builder used for widgets and calculated metrics).
  • Target value — the number to measure against.
  • Operator — whether hitting the goal means the metric should be at or above (>=), equal to (=), or at or below (<=) the target.
  • TypeStatic measures the metric against a fixed target; Change measures the change in the metric over the period.
  • Symbol — an optional unit shown with the value, such as $ or %.

Use a goal

Once saved, a goal can be displayed in a report to track progress toward its target alongside your other widgets.

In this section

API