Goal Templates

Estimated reading time: 5 minutes

Not sure how to structure your goals? Use a template. Goal templates provide pre-configured names, descriptions, and metric types for common business objectives.

How Goal Templates Work

Goal templates are starting points. They define:

  • Goal name and description
  • Goal type (increase, decrease, maintain, etc.)
  • Category classification
  • Recommended data source connections

You fill in your specific target values, deadlines, and data sources. Each template shows its usage count and recommended data sources to help you choose.

Available Templates

Revenue & Sales

  • Monthly Recurring Revenue (MRR) Target
  • Annual Revenue Target
  • Sales Pipeline Value
  • Average Deal Size Growth
  • Win Rate Improvement

Growth

  • Monthly Active Users Target
  • Customer Acquisition Target
  • Market Share Growth
  • Expansion Revenue Target

Customer

  • Net Promoter Score (NPS) Target
  • Customer Satisfaction (CSAT) Target
  • Churn Rate Reduction
  • Customer Lifetime Value Growth

Operational

  • Cost Reduction Target
  • Response Time Improvement
  • Process Efficiency Goal
  • Employee Satisfaction Target

Using a Template

  1. Go to Goals in the sidebar
  2. Switch to the Templates tab
  3. Browse the available templates — each shows its category, description, recommended sources, and usage count
  4. Click a template to create a goal based on it
  5. Fill in your specific values (target, deadline, priority)
  6. Click Create Goal

Pro Tip

Templates suggest milestones at 25%, 50%, and 75% of the target by default. Adjust these to match your real business checkpoints (e.g., quarterly milestones for an annual goal).

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