Goals

Goals let you set a measurable target for a metric — like revenue, completed jobs, or payroll-to-revenue — over a calendar period, scope it to exactly the part of the business you care about, and then watch whether you are on track to hit it.

Pulse compares where you should be by today (your expected pace) against where you actually are, projects where you will land at period end, and flags each goal as On Track, At Risk, or Off Track so nothing slips quietly.

In This Section

• Goals Overview — What goals are, where to find them, and how to read a goal card at a glance
• Creating Goals — Build a goal from scratch (metric, period, scope, target, owner) or start from a template
• Using and Managing Goals — View pace, open goal details, edit, archive, filter, and refresh pace; see goals on reports and dashboards
• How Goal Pace Works — The full explanation of expected pace, projection, On Track / At Risk / Off Track, alerts, and the metric catalog

note

Goals are a feature your administrator turns on per company. If you do not see Goals in the left navigation, ask your administrator to enable it.