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Goals Overview

The Goals page is where your team's targets live. Each goal pairs a metric (for example, Recurring Revenue) with a target number for a calendar period (today, this week, this month, or this year), optionally scoped to specific branches and services. Pulse then tracks your real numbers against that target and shows whether you are pacing to hit it.

Who Can Access This​

RoleWhat they can do
Super AdministratorView, create, edit, archive, refresh pace
Host AdministratorView, create, edit, archive, refresh pace
Group AdministratorView, create, edit, archive, refresh pace
AdministratorView, create, edit, archive, refresh pace
Office, Sales, HR Admin, Payroll AdminView, create, and edit goals
TechnicianView goals
note

Goals must be turned on for your company before anyone can use them. If the Goals menu item is missing, your company has not enabled the feature — contact your administrator.

Open the Goals Page​

  1. Go to Office > Goals in the left navigation.
  2. Existing goals appear as cards in a grid. If there are none yet, you'll see No goals yet with a prompt to apply a template or create one from scratch.

Reading a Goal Card​

Each card summarizes one goal:

  • Title — the metric the goal tracks (for example, Revenue or Completed Jobs).
  • Period — the granularity and the calendar period, such as Daily · Jun 19, 2026 or Monthly · 2026-06.
  • Pace — your actual value so far versus the target (for example, $18,200 of $25,000).
  • Status badge — a color-coded indicator of how you are pacing:
StatusMeaning
On TrackYour projected end-of-period result meets or beats the target.
At RiskYour projection falls just short — within the at-risk band (10% by default). A nudge now likely fixes it.
Off TrackYour projection misses the target by more than the at-risk band.
No DataPace cannot show a calculated snapshot yet. The card explains whether it has not been computed, has no matching source rows, cannot be computed, or the analytics source is unavailable.
  • Projected — where Pulse expects you to finish the period if the current pace holds.
tip

A goal that was just created shows Calculating… while Pulse reads live operational SQL; the first pace value normally appears within a few seconds. Pace is refreshed automatically every night, and an administrator can still force a refresh with Refresh pace. A real actual value of 0 displays as 0, not No Data. See Using and Managing Goals.

For the exact math behind expected pace, projection, and the status bands, see How Goal Pace Works.

Toolbar Controls​

At the top of the Goals page:

  • Status filter — switch between Active goals (the default) and Archived goals.
  • Period filter — narrow the grid to a single granularity (Daily, Weekly, Monthly, Quarterly, Annual) or All periods. New goal setup only offers the periods supported by the selected metric.
  • Apply template (create permission) — add a ready-made set of goals in one click.
  • Refresh pace (admin permission) — recalculate every goal's pace right now.
  • Create goal (create permission) — open the goal builder.