Goal Forecasting
Setting future expectations for goals helps you stay on track during known busy or slow seasons.
Table of Contents
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.
Forecasting a Goal
You must have Manager or higher-level permissions to create or edit a Goal Forecast. We recommend filling in the Notes section of a forecast so you can see why the goal was changed from its normal data.
- Click Data from the left navigation.
- Choose a team from the Team dropdown.
- Click the Graph icon from the filters bar.
- Click a reporting period on a KPI's row.
- Click the paper icon to add a note.
- Click anywhere else on the screen or tap the enter key on your keyboard to save.
- Once the forecast is added, it automatically displays on the Scorecard.
Creating a Custom Goal
All team members can create a custom goal on a KPI. Similar to forecasting, custom goals allow users to account for absences, holidays, and other exceptions.
You can also follow these directions to add a note to any KPI.
- Click Data from the left navigation.
- Choose a team from the Team dropdown.
- Click the Add/Edit custom goal or note button (magnifying glass) in the top left corner of a KPI's reporting period cell.
- Write a custom goal or add a note.
- Click Save.