Goal Targets

every goal in charthop needs a way to measure progress that's what targets are for a target defines what success looks like for a goal the specific outcome, number, or milestone that tells you whether you got there if you use an okrs framework, targets are your key results the measurable signals that tell you whether you achieved the objective goals can have multiple targets a single goal might track two metrics and three milestones at the same time, each with its own progress charthop rolls these up into an overall progress percentage for the goal from the goal detail view, you add targets using two separate actions in the sidebar + add milestone and + add target metric these represent two distinct ways of measuring progress milestones milestones represent qualitative work that either gets done or doesn't use a milestone when success is defined by completing a specific thing rather than hitting a number for example, "launch new pricing page", "complete compliance audit", or "roll out onboarding process to all managers" each milestone has description what needs to be completed due date defaults to the goal's end date, but can be set independently to sequence work within the goal period status updated via progress updates (e g , not started, in progress, complete) milestones are added inline directly on the goal detail page a goal's overall progress accounts for how many milestones have been completed relative to the total target metrics target metrics track progress toward a specific number select + add target metric from the sidebar to open the target metric modal metric type choose the type that matches what you're measuring type use when integer you're tracking a whole number, e g , number of customers, headcount, tickets closed money you're tracking a currency value, e g , arr, pipeline, revenue percent you're tracking a percentage, e g , retention rate, quota attainment, nps decimal you're tracking a number that may include decimals, e g , a ratio or score goal direction set which direction represents progress maximize higher is better (e g , revenue, headcount, retention) minimize lower is better (e g , bug backlog, churn, time to fill) closest as close to the target value as possible (e g , a budget figure, a target ratio) target values the numeric goal to hit depending on how your admin has configured the goal type, you may be able to set multiple target levels for example, a base target (minimum acceptable), a goal target (expected outcome), and a stretch target (aspirational) each level gets its own value starting value an optional baseline to measure progress from if left blank, charthop uses the metric's value at the goal start date as the baseline manually entered vs automatically calculated under goals calculated by , choose how the current value gets tracked manually entered you or your team submit the current value as part of each progress update this is the right choice when the data lives outside charthop, or when the metric requires judgment to calculate automatically calculated charthop calculates the current value automatically using a carrot expression connected to your org's data the actual value in progress updates becomes read only, updated on a recurring schedule you only need to enter a forecast automatically calculated metrics are useful for goals tied to data already in charthop for example, headcount, pipeline values from a connected salesforce integration, or support ticket counts from zendesk automatically calculated metrics use the goal creator's permissions the calculation runs using the identity of the person who originally created the goal, not the goal owner or the person viewing it if the expression relies on data that requires specific access for example, data visible only to certain roles the goal must be created by a user who has that access changing goal owners does not change whose permissions are used see creating and managing goals https //docs charthop com/creating and managing goals for more detail multiple targets on one goal a goal can have any number of targets, and milestones and metrics can be combined freely each target tracks independently when a goal has multiple metric targets, each appears as its own tab in the progress chart in the goal detail view, and as its own row in the progress update form overall goal progress is the average completion percentage across all targets use multiple targets when a single number doesn't fully capture success for example, a goal to "improve customer health" might combine a retention rate metric, an nps metric, and a milestone to complete a customer segmentation project modules https //www charthop com/pricing/ hris | engagement | goals | performance | compensation reviews | headcount planning