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 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:

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 track progress toward a specific number. Select + Add Target Metric from the sidebar to open the Target Metric modal.

Choose the type that matches what you're measuring:

Set which direction represents progress:

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.

An optional baseline to measure progress from. If left blank, ChartHop uses the metric's value at the goal start date as the baseline.

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.

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.