Goal Tracking and Progress Monitoring

Track business objectives and measure progress with clariBI's goal system.

Setting Up Goals

Creating a Goal

1. Navigate to Goals in sidebar
2. Click Create New Goal
3. Configure goal settings:
   - Goal name
   - Target metric
   - Target value
   - Start and end dates

Goal Types

• Increase: Grow a metric (revenue, users)
• Decrease: Reduce a metric (churn, costs)
• Maintain: Keep metric within range
• Custom: Complex multi-metric goals

Goal Configuration

Selecting Metrics

Choose from:
- Standard metrics (revenue, users, etc.)
- Custom calculated fields
- Data source specific metrics
- Cross-source metrics

Setting Targets

Define success:
- Target Value: Number to achieve
- Timeline: By when
- Milestones: Intermediate checkpoints
- Baseline: Starting point

Example Goals

```
Revenue Goal:
- Metric: Monthly Revenue
- Target: $500,000
- Timeline: Q4 2024
- Baseline: $350,000

Churn Reduction:
- Metric: Monthly Churn Rate
- Target: < 2%
- Timeline: 6 months
- Current: 4.5%
```

Tracking Progress

Goal Dashboard

View all goals at a glance:
- Progress percentage
- On-track/at-risk indicators
- Time remaining
- Trend visualization

Progress Updates

Goals update automatically:
- Real-time data sync
- Historical tracking
- Trend analysis
- Projection to completion

Goal Details

Click any goal to see:
- Progress chart over time
- Contributing factors
- AI insights on performance
- Recommended actions

Collaboration on Goals

Assigning Owners

• Set goal owner (accountability)
• Add contributors (team involvement)
• Define roles and responsibilities

Updates and Notes

• Add progress comments
• Share wins and blockers
• Attach supporting data
• @mention stakeholders

AI-Powered Insights

Automatic Analysis

clariBI AI provides:
- Likelihood of achieving goal
- Factors impacting progress
- Anomaly detection
- Recommendations

Alerts and Notifications

Get notified when:
- Goal falls off track
- Milestone achieved
- Significant progress change
- Goal deadline approaching

Best Practices

Goal Setting

• Use SMART criteria
• Align with business strategy
• Set realistic but challenging targets
• Break large goals into milestones

Tracking

• Review weekly at minimum
• Celebrate progress
• Adjust if circumstances change
• Document learnings