How Goal Progress Works?
Goal progress is calculated in real time using your existing CRM data.
Real-time updates: Progress automatically adjusts as you log placements, submissions, interviews, or revenue.
No manual entry: You never need to update numbers by hand.
Historical accuracy: Past goals always reflect the actual data as it was recorded, even if it changes later.
Every metric, placement, revenue, or submissions, feeds directly into your goals, ensuring full accuracy and transparency.
Goal Status Indicators
Each goal shows a color-coded status that makes it easy to track performance and identify risks early.
Status | What It Means | Visual | What next |
Exceeded | Target surpassed | 🟢 Green | Celebrate! Consider stretch goals next period |
Reached | Target met | 🟢 Green | Maintain momentum |
On Track | ≥99% of pro-rated target | 🟢 Green | Keep going. You’re pacing well |
Behind | 81–99% of pro-rated target | 🟡 Yellow | Check in with the team. Minor adjustments needed |
At Risk | <81% of pro-rated target | 🔴 Red | Urgent. Intervention required |
You’ll see these statuses across the Goals Dashboard and in the progress bars of each goal view (company, team, or user).
What Is a Pro-Rated Target?
A pro-rated target shows how much progress you should have made by today, based on the goal’s total value and the time elapsed.
Example:
Goal: 30 placements in January (31 days)
Today: January 15 (halfway through the month)
Pro-Rated Target: 15 placements (50% of goal)
Actual Progress: 18 placements
Status: On Track (120% of pro-rated target)
This allows you to see whether you’re pacing ahead or behind—before the period ends.
Reading the Progress Bar
Each goal includes a visual progress bar that shows real performance vs. expected progress.
Example Progress Bar:
Solid bar (60%) → Actual progress
Marker (50%) → Expected progress (pro-rated target)
Result: You’re ahead of pace ✅
If the marker is ahead of the solid bar, you’re behind schedule.
Your goal’s status will switch to Behind or At Risk, a signal to take action now instead of waiting until the end of the period.
Goal Breakdown Views
Each goal can be viewed with different progress breakdowns depending on how you want to analyze performance.
Total Progress (Default)
Shows cumulative progress for the entire goal period.
Example: “150 placements out of 200 target (75%).”
Weekly Breakdown
Progress grouped by week.
Useful for: Weekly stand-ups and short-term performance checks.
Example:
Week 1: 10/12
Week 2: 8/12
Week 3: 11/12
Monthly Breakdown
Tracks month-over-month trends.
Ideal for quarterly or annual goals.
Example:
Jan: 30/30 ✅
Feb: 28/30
Mar: 0/30 (in progress)
Quarterly Breakdown
Summarizes data across quarters.
Best for long-term goals and executive reporting.
Example:
Q1: 90/90 ✅
Q2: 85/90
Q3: 0/90 (upcoming)
Goal Achievement Over Time
Goal Hit Rate Chart
Visualize how your goal is performing across time.
Two lines:
Target Line → Expected goal per period
Achieved Line → Actual performance
How to Read It
Above target line: Goal exceeded
Touches target line: Goal met exactly
Below the target line: Goal missed
This helps you identify trends: steady growth, early spikes, or slowdowns.
Common Scenarios
Scenario 1: Consistent Performance
Target: 30 placements/month
Actual: 28–32 placements/month
Status: On Track or Reached consistently
Action: None needed—maintain current approach
Scenario 2: Slow Start, Strong Finish
Week 1–2: 5 placements (At Risk)
Week 3–4: 25 placements (On Track)
End Result: Goal Met ✅
Early “At Risk” status isn’t failure, it’s a warning to help you course-correct early.
Scenario 3: Strong Start, Fading Performance
Week 1–2: 20 placements (On Track)
Week 3–4: 5 placements (At Risk)
End Result: Goal Not Met ❌
Use weekly or monthly breakdowns to catch performance drops before the goal ends.
Leaderboards
What It Shows
Top 10 users contributing most to a goal
Updates in real time
Shows actual contribution (not just percentages)
Example:
Use Cases
Recognize top performers
Identify users who may need support
Encourage healthy competition across teams
Tips for Staying On Track
✅ Check Progress Weekly: Review your dashboard regularly. Don’t wait for notifications.
✅ Use Pro-Rated Targets: Compare your progress to time elapsed and adjust mid-period.
✅ Review Trends: If you’re consistently missing goals, adjust targets instead of repeating failures.
❌ Don’t ignore “At Risk” Status: It’s your early warning system. Act before it’s too late.