You can add goals to Number widgets that show your progress towards a particular target over time. They're great for keeping a team motivated, particularly when working towards longer term objectives.

show progress towards your goals

To add a goal to a Number widget, follow these steps:

  1. On your dashboard, hover your mouse pointer over the Number widget you want to add a goal to.

  2. Click the more options icon in the top right corner to bring up the widget options.

    Click Edit

  3. Depending on the data source you're using, you'll either see a pop-up config menu beside your widget.

    example of the compact config menu

    Or you'll see an Edit widget screen.

    Example of the edit widget panel

Pop-up config menu

  1. On the Pop-up config menu screen, click Set a goal.

    add a goal to your number widget from the compact config menu
  2. Enter your target value(s) and, optionally, your starting value(s) to define where your goal progress starts from. The options you see will depend on whether you're adding a number based goal or time based goal.

    enter values for your goal

    Tip

    Setting a starting value enables you to set more meaningful goals. For example, you can track your goal to increase monthly revenue from $50k to $55k.

  3. Click Apply to see a progress bar appear below your number widget.

Edit widget screen

  1. On the Edit widget screen, click Add Goal.

  2. Enter your target value(s) and, optionally, your starting value(s) to define where your goal progress starts from. The options you see will depend on whether you're adding a number based goal or time based goal.

    Add number goal to a number widget

    Tip

    Setting a starting value enables you to set more meaningful goals. For example, you can track your goal to increase monthly revenue from $50k to $55k.

  3. Click Save.

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