KPI Dashboard
The KPI Dashboard is the quick, day-to-day view of Goals. Managers use it to see how the team is doing, and every member can use it to check their own targets.
Every member can open the KPI Dashboard. People without access to the Goals page still see their own goals here.
What the dashboard shows
Section titled “What the dashboard shows”The dashboard counts targets: one person’s or team’s target for one period. A monthly goal for five reps, for example, adds five targets each month. Only periods that have started are counted.
- Total Goals, Achieved (with the completion rate), In Progress, and Missed.
- Avg Achievement — the average progress toward target across all targets.
- Goals by Status and Status Breakdown charts.
- Leaderboard — people ranked by their average achievement.
- My Goals — your own targets with current value, target, progress, and days left. Targets ending within a week are flagged.
The numbers follow your data visibility, so a manager sees their team and a rep may see only their own targets.
Recommended workflow
Section titled “Recommended workflow”- Create goals and their targets in Goals.
- Check progress here as part of your routine.
- Open a goal in Goals to see the records counted for each person.
- Use KPI Reports when you need period filters or a pivot of the source records.