What is the purpose of Custom Goal Views and Goal Dashboards?

What is a Custom Goal View?

What is a Goal Dashboard?

When to use a Goal Dashboard vs a Custom Goal View?

How to create a Goal Dashboard?

Considering relative advantages for different timeframes for Paced Goals

 

What is the purpose of Custom Goal Views and Goal Dashboards?

Custom Goal Views and Goal Dashboards share the ability to allow you to focus on a subset of the goals in your organization. 

For example, a CRO can build a view to focus on only the most important goals in an organization.  Or a manager can build an initiative specific view focused on one thing, such as Pipeline Hygiene goals.

In addition, both allow you to create new goals without having to expose those goals to the team. 

For example, your RevOps team may desire to track the progress of many different goals in an analytics view, but not want to expose all those goals to the individual reps who are focused on only a few key development areas.

What is a Custom Goal View?

A Custom Goal View enables you to specify only a specific set of goals for display.

For example, perhaps you want to view a subset of your team’s goals (e.g., only your weekly goals), or understand the status of certain types of goals (e.g., only pipeline hygiene goals) from across the organization.

The image below shows an OKR tracker that only displays the most important goals in the organization.

 

What is a Goal Dashboard?

A Goal Dashboard displays the same set of goals as a Custom Goal view, but uses the Dashboard UI to visualize additional information about the current status of each goal and historical performance.

Here is what the same OKR tracker looks like as a Goal Dashboard:

When to use a Goal Dashboard vs a Custom Goal View?

How to create a Goal Dashboard?

Step 1: If you have not already, create a Custom Goal View for the set of goals you are interested in 

Goal Dashboards are most easily created from an existing Custom Goal View, so please start by creating a Custom Goal View for the goals you want to track. You can read about how to create a Custom Goal View here.

Step 2: Go the the Custom Goal View on which you want to base your Goal Dashboard

Custom Goal views can be found by searching in the header (see video below) or by clicking on the Goals section of the header and selecting from the Goal View selector

 

Step 3: Open up one of the Goals from the Custom Goal View

You can use any of the goals as a starting point for the Goal Dashboard creation process.

 

Step 4: Save the Goal Card View to a new Dashboard

Hit the green "Save" Button, click "Copy to Dashboard", select “+New Dashboard” from the “Select a Dashboard” dropdown, name the new dashboard, and then click "Create Dashboard".  Finally, be sure to select the dashboard before hitting “Apply.”

 

If you are repeating this step for the rest of the Goal Dashboard (see step 7 below), you will want to copy the Goal View to an Existing Dashboard, like this:

 

Step 5: Duplicate the tile to create a side by side view of the history of this metric

Now we are going to duplicate this tile to show a side by side view of the history of this metric. Go to the Dashboard in which you saved the card, select the triple dot dropdown menu, select “Edit Dashboard Metrics” and then "Duplicate Tile":

 

 

Step 6: Stay on the “Edit Dashboard Metrics” page, select “Edit Card” to configure your new (duplicated) card to display historical data

 

1. Change the timeframe to “Trailing 24 Months” or “This Year and Last Year” and match the Grouping
   • See the "Considering relative advantages for different timeframes" section below to decide which option you want
2. Make sure the “grouping” at the top of the card matches the grouping of the goal set (i.e. if the goal is a quarterly goal, group the timeframe by quarter)
3. Click the green "Save Tile" button

Step 7: Click the green "Done" button

This saves your Goal Dashboard!  Now you just need to add the rest of the Goals from your Custom Goal View (see step 8!).

Step 8: Repeat steps 3-7 to add the rest of the goals from your Custom Goal View

To complete the Goal Dashboard, you will follow the above steps for each remaining Goal which you want to add to your Goal Dashboard

1. 1. 1. From the Custom Goal View, open the Goal you want to copy to your new Goal Dashboard
      2. Copy that Goal Card View into your new “Goal Dashboard”
      3. Duplicate your new goal dashboard tile to create a side by side view of the history of this metric
      4. Configure the new duplicated tile to show historical information as you want it
      5. Click Done

Step 9

Set up distributions to people or teams you wish to view the Goal Dashboard (Read more on How to Use the Subscription Center)

 

Considering relative advantages for different timeframes for Paced Goals

When creating a historical view of your goal metric (step 6 above), you have two options:

• “Trailing 24 Months”, or
• “This Year and Last Year”

This section will walk through the pros and cons of each.

“Trailing 24 months” example and benefits

In addition to always showing exactly 24 months of historical data, the “trailing” timeframe displays a “trend” view, which calculates the given metric for the “most recent 30 days” when grouped by month.  

So, for example, if it were currently April 12th, the trend view below would show the number of opportunities created from March 12th to April 12th.

This is helpful because it gives you an “apples to apples” comparison of how the team has done for the last full 30 day period.  This can make it easier to understand if your team is ahead or behind pace half way through the month.

One downside of this view is that since it includes data outside of this goal period, and that data will not be included in the final goal value at the end of the month, it risks being heavily weighted by anomalous activity outside of the goal window.

 

 

“This year and last year” example and benefits

Instead of 24 months of historical data, this view always shows the full 12 months from last year, and however many months have been completed so far this year.  

But more importantly,  the “this” timeframe displays an “in progress” view, which calculates the given metric for the current calendar week/month/quarter.

So, for example, if it were currently April 12th, the in progress view below would show the number of opps created from April 1st to April 12th.

This is helpful because unlike the trailing view above, it only includes data that will definitely be included in the final goal metric, so it avoids the risk of showing a “trend” that is heavily weighted by activity outside of this goal period.

Some users also prefer this view because it acts as a “live monitor” of the current goal, even if it is not an “apples to apples” comparison with the previous trailing time periods.

 

Additional considerations for “Paced” and “Non-Paced” metrics

In the above examples, Opportunities Created is an example of a Paced metric. In Atrium, there are two different types of goals: Paced and Non-Paced. 

Because these two metric types are calculated and displayed differently in their default dashboard tile goal views, they bring with them additional considerations when deciding which timeframe you want to use when creating a side by side historical view of your goal metric (step 6 above).

Pairing a “Paced” metric goal with a “This year and last year” historical view

The default dashboard tile for “paced” metric goals displays a “build” of the activity so far this period for the given metric.  

As such, when you put it side by side with a “this year and last year” historical view, the total value of the goal view on the left will always equal the total value of the “in progress” view on the right.

For example, in the image below, both the goal view on the left and the “in progress” view on the right total up the metric activity from X to Y date.

 

Pairing a “Paced” metric goal with a “Trailing 24 months” historical view 

The default dashboard tile for “paced” metric goals displays a “build” of the activity so far this period for the given metric.  

As such, when you put it side by side with a “trailing 24 months” historical view, the total value of the goal view on the left will not equal the total value of the “trend” view on the right.

For example, in the image below, the goal view on the left totals up the metric activity from X to Y date, whereas the “trend” view on right  totals up the metric activity from W to Z date.

 

Pairing a “Non-Paced” metric goal with a “This year and last year” historical view

The default dashboard tile for “non-paced” metric goal calculates and displays the trend for the most recent X days of the given metric.  So if you are looking at a monthly non-paced metric goal, it would calculate the given metric for the “most recent 30 days”.

As such, when you put it side by side with a “this year and last year” historical view, the value of the goal view on the left will not equal the value of the “in progress” view on the right.

For example, in the image below, the goal view on the left totals up the metric activity from X to Y date, whereas the “in progress” view on right totals up the metric activity from W to Z date.

 

Pairing a “Non-Paced” metric goal with a “Trailing 24 months” historical view 

The default dashboard tile for “non-paced” metric goal calculates and displays the trend for the most recent X days of the given metric.  So if you are looking at a monthly non-paced metric goal, it would calculate the given metric for the “most recent 30 days”.

As such, when you put it side by side with a “trailing 24 months” historical view, the value of the goal view on the left will always equal the value of the “trend” view on the right.

For example, in the image below, both the goal view on the left and the “trend” view on the right total up the metric activity from X to Y date.