Using the Goals Module

One of the most important parts of work is being able to set goals, monitor your progress towards them, and make adjustments to keep on track. This is especially true with influencer marketing! With this in mind, the Goals module allows you to track progress towards goals right from the Dashboard.

You can set goals for three standard timeframes – monthly, quarterly, and yearly. This makes it easier for you to keep track of campaign performance and make both short and long term adjustments to your influencer marketing strategy.

Color Coding

Progress Bars:

• Green progress bars indicate you are ahead of pace to accomplish the goal you have set within the timeframe.
• Red progress bars indicate you are behind pace to accomplish the goal you have set within the timeframe.

Timeframe Dots:

• Green dots indicate all goals are ahead of pace for that timeframe.
• Red dots indicate all goals are behind pace for that timeframe.
• Orange dots indicate that some goals are ahead of pace and some goals are behind pace.

Editing Goals

To add a new goal:

1. On the Dashboard, locate the Goals module on the left side of the page.
2. Click the pencil icon located at the top right corner of the module.
3. Click the Add Metric dropdown that appears on the bottom left corner of the module.
4. Choose the metric you would like to add from the dropdown.
5. Edit the underlined number above the progress bar to set the goal value.
6. Click Save. 

To edit an existing goal:

1. Click the pencil icon located at the top right corner of the module.
2. Choose the metric you would like to change and make your desired update.
3. Click Save.

To delete a goal:

1. Click the pencil icon located at the top right corner of the module.
2. Click the X that appears at the end of the progress bar for the goal you want to delete.
3. Click Save.

Note: This does not permanently delete the goal. If you re-add the goal, it will automatically have the same value it did before.

Today line

The Today line shows your progress towards goals to date. You can turn the Today line on or off with the following steps:

1. Click the three dots next to the pencil icon.
2. Toggle Today line on or off.