Set KPI Goals
Save and interpret progress
Select the goal type that reflects how you plan to use the KPI.
Enter the target, rate, deadline, or period-specific values. For growth
and reach-by goals, check that the baseline period and value are sensible.
Review the preview chart and period table. The chart compares actual values
with projected targets.
Save the goal, then return to the KPI to review progress over time.
Goal values must be finite and non-negative. A target is a planning reference,
not an automatic action or a guarantee. A current period may still be in
progress, so compare its result with the amount of time elapsed before
concluding that it is behind target.
For activity KPIs, the period and date field determine which records count in
each interval. For snapshot KPIs, each point represents the state at the end
of the selected interval. Check the KPI definition before interpreting a goal
curve.

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