Goals Overview

Estimated reading time: 12 minutes

Goals help you define measurable targets, track progress over time, and connect those targets to your actual data for automatic updates.

What Is a Goal?

A goal in clariBI has:

  • Title — what you are trying to achieve (e.g., "Reach $1M ARR")
  • Description — details about the goal
  • Goal Category — Epic (strategic initiative), Topic (operational goal), or Task (action item)
  • Target Value — the number you are aiming for
  • Unit — how the value is measured (number, percentage, currency, days, or tasks)
  • Target Date — when you want to reach the target
  • Priority — low, medium, high, or critical
clariBI Business Goals page with goal stats, management tabs, and active goals filter

Creating a Goal

1

Go to Goals in the sidebar and click New Goal

2

Enter the goal title and optional description

3

Select a goal category (Epic, Topic, or Task) and goal type (Increase, Decrease, Maintain, Achieve Target, or Complete Tasks)

4

If creating a Topic or Task, select a parent goal to nest it under

5

Set the target value and choose a unit (number, percentage, currency, days, or tasks)

6

Choose a priority (low, medium, high, critical) and set a target date

7

Optionally add the goal to a workspace and assign collaborators

8

Click Create Goal

clariBI Business Goals page with goal stats, management tabs, and active goals filter

Goal Hierarchy

Goals are organized in a three-level hierarchy:

  • Epics (Strategic Initiatives) — top-level strategic goals
  • Topics (Operational Goals) — mid-level goals nested under an Epic
  • Tasks (Action Items) — specific tasks nested under a Topic

This hierarchy lets you break down large strategic objectives into manageable operational goals and actionable tasks. The goals page displays this hierarchy as a tree view.

Progress Tracking

clariBI calculates progress as a percentage: (current value / target value) x 100. The progress bar updates whenever the current value changes.

Manual Updates

You can manually update the current value at any time by editing the goal. This is useful for metrics that are not tracked in a connected data source.

Automatic Updates (via Data Source)

Link a goal to a data source metric for automatic progress updates. See Linking Goals to Data.

Goal Views

The Goals page shows summary stats at the top (Total Goals, Achieved, In Progress, At Risk) and displays goals in a tree view with:

  • Progress bars with current/target values
  • Hierarchy indicators (Epic, Topic, Task)
  • Days remaining until deadline
  • Status (on track, at risk, behind, completed)

You can also browse goal templates from the Templates tab to quickly create goals from pre-configured starting points.

Goal Collaboration (Professional+)

On Professional and Enterprise plans, you can add collaborators to goals and share goals to team workspaces. This is part of the team collaboration feature set.

Use Cases

  • Revenue targets: monthly or quarterly revenue goals with milestones
  • User growth: track active users toward a target
  • Cost reduction: set targets for reducing expenses
  • Customer satisfaction: NPS or CSAT score targets
  • Product metrics: feature adoption rates, conversion goals

Pro Tip

Goals work best when they are specific and measurable. "Improve sales" is vague. "Increase monthly revenue from $80K to $100K by June 30" gives everyone a clear target to work toward.

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