Setting and Tracking Goals in Reports
Tracking and setting goals for your Key Performance Indicators (KPIs) is a vital aspect of analyzing your business's performance. This guide will walk you through the process of setting up goal tracking in your Revlitix reports, ensuring you can effectively monitor and meet your business objectives.
Step 1: Accessing the Report Module
First Action: Navigate to the Reports listing page.
Purpose: Locate the widget where you want to set goals.
Step 2: Selecting KPIs for Tracking
Accessing Options: Click on the widget’s options button, typically represented by three dots.
Setting Goals: From the dropdown menu, choose 'Goal Tracking' to begin the process.
KPI Selection: Decide which KPIs you want to track and set goals for.
Multiple KPIs: Use the available options to select multiple KPIs as needed for comprehensive tracking.
Step 4: Visualizing Goals on Graph
Goal Representation: Once set, goals will be depicted on your line graph as dotted lines.
Visual Clarity: This visual element allows you to easily see whether the set goals are being met and identify areas that require more attention.
By setting goals at the widget level using this method, you enhance your ability to track performance and make informed strategic decisions. This goal-tracking feature in Revlitix reports is designed to provide a clear and actionable way to monitor your progress against key business objectives.