Goal Forecasting

Setting future expectations for goals helps you stay on track during known busy or slow seasons.

Amanda Barfield avatar
Written by Amanda Barfield
Updated over a week ago

Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

What Is Goal Forecasting?

Goal Forecasting allows you to plan ahead. Companies that have busy or slow seasons can use this feature to keep goals on track and note their forecasted seasonal goals. Creating a Goal Forecast doesn't change the entire goal, only the goal for the specified timeframe.

A common example is to account for team member vacations. If Sarah, who is responsible for authoring articles, is going to be out for two weeks in May, you can create a forecast of 0 new articles with a note of "Out of Office." This keeps Sarah's KPI data on track and accurate during her vacation. Once the two weeks are up, her goal automatically goes back to the set number of articles per week.

Creating a Goal Forecast

To create or edit a Goal Forecast, you must have Manager* or higher-level permissions. We recommend filling in the Notes section of a forecast so you can see why the goal was changed from its normal data.

  1. Go to Scorecard* from the sidebar.

  2. Click the Graph icon from the top toolbar.

  3. Double-click in the box to add a new goal.

  4. Click the Paper icon to add a note.

  5. Click Save.

  6. Once the forecast is added, it automatically displays on the Scorecard*.

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