Linking Goals to Data

Connect your goals to dashboard widgets so goal progress reads from live data automatically, rather than being maintained by hand. The widget becomes the source of truth; the goal tracks it.

How It Works

A widget produces a numeric value (today's MRR, this week's new signups, last quarter's gross margin). A goal has a target (reach $100K MRR by Q4, ship 50 features this quarter). Linking the two means the goal's current value updates whenever the widget refreshes — no manual progress entry, no stale value in a spreadsheet, no end-of-week sync ritual.

Examples of useful links:

• MRR target: link an MRR widget (from your Stripe MCP connection) to a "Reach $100K MRR" goal. Progress updates whenever Stripe syncs.
• Active users: link a user-count widget (from your application database) to a "1,000 active users" goal.
• Pipeline coverage: link a HubSpot pipeline-value widget to a "$500K next-quarter pipeline" goal.
• Reliability: link a Sentry error-rate widget (inverted — lower is better) to a "<0.1% error rate" goal.
• Velocity: link a Linear cycle-completion widget to an "80% on-time cycles" goal.

The widget can come from any data source clariBI supports — native OAuth (Google Analytics, Meta Ads, Jira, Confluence), the MCP catalog (Stripe, HubSpot, Linear, GitHub, …), a direct database connection, or an uploaded CSV.

Linking a Widget to a Goal

What Happens at Refresh Time

When the underlying widget refreshes (on the dashboard's cache schedule, or when you manually refresh it):

1. The widget pulls fresh data from its source.
2. The widget computes its current value.
3. The linked goal pulls that value as its new current progress.
4. The goal's progress bar and "X% to target" displays update.
5. If the goal has milestones, the system checks whether any have been crossed and emits a notification (and updates the activity feed).

The chain is entirely passive — you don't manually push values anywhere. That's the point.

Inverted Goals (Lower Is Better)

Some metrics are "lower is better" — error rates, churn, cost per acquisition, latency. When you link these to a goal, set the goal type to Reduce to (instead of the default Reach). The progress calculation flips so 100% means "we got down to (or below) the target" rather than "we hit the upward number".

Manual Progress Updates

You can still update goal progress manually at any time by editing the goal from the Goals page. Click on a goal to view its details and edit the current value. This is useful for:

• Goals with no obvious widget source (qualitative milestones, hiring goals, etc.)
• One-off manual corrections — say, you know the widget pulled stale data and want to override.
• Bulk progress backfilling during onboarding (set last quarter's actuals before automated tracking starts).

Manual updates and linked-widget updates coexist; whichever happened most recently is what you see. The activity feed records who updated and when.

Unlinking

To break the link without deleting the goal or the widget, open the goal and click Unlink Widget. The goal stays; its progress freezes at the last linked value and switches back to manual updating.

Related

• Goals Overview
• Goal Templates
• Data Sources