Goals
Goals that update from the data you already connected
Set a target, link it to a number in one of your sources, reports or dashboards, and clariBI records progress as the data changes. Arrange goals in a tree, add milestones and see which ones are falling behind.
Goals are available on every plan from Free up. AI analysis of goals uses credits.
01 Structure
Epics, topics and tasks
- An epic is a company-level target ("Grow recurring revenue in Q3"). A topic is a part of it ("New customers from paid search"). A task is a concrete piece of work or number.
- Each goal has a type: increase, decrease, maintain, achieve a target, or complete tasks.
- Values can be numbers, percentages, currency, days, hours, tasks or a unit you name, with a start date and a target date.
- Goals have an owner, a priority and a status (draft, active, paused, completed, cancelled, overdue).
02 Progress from data
Where the numbers come from
| Data source | Map a goal to fields in a connected source, with a filter and an aggregation (for example the sum of amount where status is paid). Several sources can contribute with weights. |
| Report or dashboard metric | Link a goal to a metric in a generated report or a widget on a dashboard, directly or through a formula. |
| Manual | Enter progress by hand for goals no system tracks. |
| History | Every update is kept with its source, so you can see how the goal moved over time. |
03 Milestones and warnings
Knowing early when something slips
- Milestones break a goal into dated checkpoints with their own status.
- The progress view flags a goal that is more than 10 percentage points behind the pace it needs to reach its target date, a goal past its date, and a goal whose sources have stale data.
- A goal linked to a report metric updates each time that report is regenerated, so a scheduled report keeps its goals current.
- On plans with AI credits you can run an analysis across goals. It looks for goals that affect each other and patterns worth attention, and records what it finds as alerts on the goals.
04 What this is not
No OKR scoring
- clariBI does not have an OKR module: there are no objectives with scored key results, check-in rituals or grading. If your team runs OKRs, you can model an objective as an epic and its key results as topics with numeric targets.
- Goals can be discussed in comments inside a workspace on Professional and Enterprise.
Try it on your own data
The trial lasts 14 days and needs no credit card. When it ends you move to the Free plan and keep your data and source dashboards.