Goals dashboard & activity

The Goals dashboard gives you a centralized view of all your performance targets and tracks your progress toward reaching them.

Access the Goals dashboard

1. Navigate to Goals from the main menu or company dashboard.
2. The dashboard displays all active goals across your workspace.

Understand dashboard sections

Goal Cards

1. Each goal appears as a card showing:
   • Goal name and metric
   • Current value vs. target
   • Time remaining to reach the deadline
   • Progress bar (visual indicator of how far you are)
2. Click a card to view more details or edit the goal.

Snapshots

1. Snapshots capture your goal progress at specific moments in time.
2. View:
   • Historical snapshots of each goal
   • How progress has changed over days or weeks
   • Trends toward or away from targets

Activity Feed

1. The activity feed logs events related to your goals:
   • When goals are created, updated, or completed
   • Progress milestones (e.g., “50% toward target”)
   • Goal status changes
2. Scroll through the feed to see recent activity.

Filter and organize goals

1. Filter by Level (company, brand, or channel).
2. Filter by Status (active, completed, at-risk).
3. Sort by name, deadline, or progress.

Update or delete a goal

1. Click a goal card to open its details.
2. Edit the target, timeframe, or other settings.
3. To delete, click Delete Goal and confirm.

Use the dashboard to keep your team informed and motivated toward your performance targets.