Goal templates

A goal template is a ready-made goal definition for a common business target. It fills in the wording, the goal type and the unit, so you only add your own target and date.

What a template contains

• A name and description, such as "Monthly recurring revenue target".
• A category (for example Finance, Sales, Operations or Customer Success).
• The goal type (Increase, Decrease, Maintain, Achieve Target, Complete Tasks), a default priority and a unit.
• The kinds of data source that usually hold the metric.
• Suggested milestones.

Templates are a starting point. Nothing in the goal is fixed: you can change every field after creating it.

Where to find them

Open Goals in the sidebar and switch to the Templates tab. Each card shows the template's category, description, recommended data sources and how often it has been used. If the tab is empty, no templates are available for your plan yet; you can always create goals from scratch with New Goal.

Dashboards created from a template can also suggest matching goal templates in a Suggested Goals panel. See Linking goals to data.

Which plans see which templates

Each goal template can require a minimum plan. Templates without a requirement are shown to everyone who can use goals; others are shown from Starter or from Professional up. The Templates tab only lists the ones your plan includes, and creating a goal from a template checks the plan again.

Create a goal from a template

1. On the Templates tab, click a template. The Create Goal from Template window opens with the template's details filled in.
2. Enter your target value, target date and priority, and adjust the title if you like.
3. Click Create Goal.

The new goal appears in the tree on Active Goals. Record progress with Update Progress; see Goals.

Example

You want to reach $100K monthly recurring revenue by 31 December. Pick an MRR template, set the target to 100,000, the date to 31 December and the priority to High. Then link the goal to the MRR widget on your revenue dashboard, so the target and the number sit together, and record progress each month.

Related

• Goals
• Linking goals to data