Tracking and setting goals for your Key Performance Indicators (KPIs) is crucial for analyzing business performance.
This guide will walk you through how to set up goal tracking in Revlitix reports, helping you monitor and meet your business objectives more effectively.
Note: You can also set goals for the KPIs selected in the Goal Tracking Chart from the Reports listing page.
Step 1: Access the Report Module
Navigate to the Reports Listing page.
Locate the widget where you want to set up goal tracking.
Step 2: Select KPIs for Tracking
Click the Options button (three vertical dots) on the widget.
From the dropdown menu, select Goal Tracking.
Step 3: Set Goals for KPIs
Choose the KPIs you want to track and set goals for.
You can select multiple KPIs if you want to monitor several metrics at once for a more comprehensive view.
Step 4: Visualize Goals on the Graph
Once goals are set, they will appear on your line graph as dotted lines.
This visual representation helps you:
Quickly identify if goals are being met.
Spot areas that require more attention or improvement.
By setting goals at the widget level, you gain a clear and actionable way to track performance against your key business objectives.
The goal-tracking feature in Revlitix reports helps you make more informed, strategic decisions based on real-time data trends.