Goals Dashboard

Cross-sections and comparison of indicators for widgets and Staff.

Last updated 13 days ago

You can display goal results in Dashboard so that the team can see progress without opening the full list. Enable editing for Dashboard, add the goal widget, and select the specific goal in its settings. In some widgets, you can additionally select Staff, countries, or a time period breakdown.

widget uses the same goal rule, but additional widget filters can narrow down the result. If you see different figures on the goal card and in Dashboard, compare the selected Staff, dates, and other widget settings. Also, check if the same goal is selected in widget.

In Dashboard, display only those Staff or financial metrics that the selected audience needs to see. If a team member cannot see the goal, the administrator needs to check the module and Dashboard permissions settings. ---

Notifications and goal history
Why the goal result might be unexpected

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