Goal Setting and KPI Selection
FAQs focused on setting goals and selecting KPIs for projects.
7 questions
What are the different tracking methods for goals?
You can track goals using the following methods: 1) KPIs (data-driven metrics), 2) milestones, 3) percentage, 4) semapho...
How often should I update KPI values?
Update KPI values as often as makes sense for the metric. Use the freshness indicator: green means recent, amber indicat...
Can I track KPIs by region or segment?
Yes, you can create segments (child KPIs) for dimensional breakdowns like region, product line, or customer type. Each s...
What happens if a goal is rejected?
If a goal is rejected, you can edit it and either resubmit for approval or send it back to draft status for further refi...
Can I change the tracking type after creating a goal?
Yes, you can change the tracking type from the goal detail page at any time. This flexibility allows you to adjust your ...
How do I track progress on a goal?
You can track goals using six methods: 1) KPIs (data-driven), 2) milestones (phase-based), 3) percentage, 4) semaphore (...
How do I choose the right KPIs for my business?
To select KPIs, start by choosing your company type. The system recommends essential and optional KPIs tailored to your ...