Set KPI Goals
Goals let you compare a KPI’s actual results with a target. Open the KPI, choose Goals, and select Manage Reports access to change the goal. Staff with view access can review the goal and its history but cannot save changes.
Choose a goal type
Section titled “Choose a goal type”- Fixed target — use the same target each period. Example: aim for 100 new memberships every month.
- Growth rate — set a percentage increase per period. Choose whether the target resets from the previous period’s actual result or follows an accumulating curve from a baseline. Compare against the previous period or the same period last year, and choose the baseline period and value.
- Reach by date — set a target value and deadline period. Choose a linear, accelerating, or decelerating path from a baseline. The preview shows the projected target for each period on the way to the deadline.
- Manual schedule — set separate target values for individual periods. Use this when seasonal or planned variation makes one repeated target unsuitable.
Save and interpret progress
Section titled “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.