Linking Goals to Data

Estimated reading time: 5 minutes

Connect your goals to dashboard widgets so goal progress is visible alongside your live data visualizations.

How It Works

clariBI lets you link dashboard widgets to goals. This connection shows goal progress directly on your dashboard, so you can see how your live metrics relate to your business targets. For example:

  • A revenue chart widget linked to your "Reach $100K MRR" goal
  • A user count widget linked to your "1,000 Active Users" goal

Linking a Widget to a Goal

1

Open a dashboard and find the widget you want to link

2

Open the Link Widget to Goal option

3

Choose Link Existing Goal to select from your current goals, or Create New Goal to create one on the spot

4

Search for and select the goal, then click Link Goal

Manual Progress Updates

You can also update goal progress manually at any time by editing the goal from the Goals page. Click on a goal to view its details and update the current value.

Pro Tip

Link your key metric widgets to goals to create a visual connection between your live data and business objectives. This helps your team see at a glance whether you are on track.

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