Create a Goal Tracking Chart in Revlitix

Goal tracking charts are powerful tools for visualizing progress toward achieving specific objectives.

With Revlitix, you can set and track goals weekly or monthly, using color codes to enhance satisfaction and motivation. Below is a simple, step-by-step guide to help you create a Goal Tracking Chart in Revlitix.

Begin by accessing the Reports module in your Revlitix dashboard. The reports module is where the User will create and manage the reports.

Click the 'New Report' button to start a new report.

Assign a name to your report for future reference. This helps the User quickly identify and access the report later.

Click the' Add Widget' button to include a Goal Tracking Chart in your report. You have three options:

- Use a pre-existing template from 'Select your templates.'

- Choose from 'Select from the Revlitix templates'.

- Create a new one by selecting 'Create Custom Widget'.

Create Custom Widget

Label your Goal Tracking Chart widget and click 'Save.' This name helps you identify the widget later.

Select 'Goal Tracking Chart ' in the 'Widget Type' dropdown. In the 'Widget Description' field, justify your choice of chart type.

Select the appropriate channel from the ones the User has integrated with.

Pick an Object that corresponds to your channel's data format.

Select a Metric based on the Object you chose earlier. This metric will appear against the Row properties in your chart.

To define the time dimension for your data, select 'Date' from the 'Date Field' dropdown.

Select the fields and their respective values for the Row properties. You can choose multiple values to track in the Goal Tracking Chart.

Specify the Time range for your data. You can choose from Days, Weeks, Months, or Years.

Select the aggregation period for your data - either 'Weekly' or 'Monthly.' This will structure how data is aggregated in your chart.

Click the 'Add Goal' button to include your target for the period. The progress towards these goals will be shown in color for visual clarity.

If you want to use this configuration in the future, check the box next to Save as Template. This allows you and other users to use this template later by selecting it from 'Select from your templates'.

Once all configurations are set, click the 'Create Widget' button on the right corner of the creation page. This action completes your Goal Tracking Chart; the User can see a chart preview in their report.

You can efficiently create a Goal Tracking Chart in Revlitix by following these steps. This will enable the Users and their team to visualize and track progress toward your goals.