Business Goals and Kai Check-Ins

Set targets and watch your progress on the dashboard and in Reports.

Create a goal

1. Go to Reports → Goals and click New Goal.
2. Enter a Goal Name.
3. Choose the Metric: Revenue, Monthly Recurring Revenue, Active Members, Leads, Appointments, Churn Rate, New Members, Trial Sales, Trial Conversions or Upgrades.
4. Choose the Period (for example monthly, or Custom (one-time)).
5. Enter the Target Value, Start Date and Target Date.
6. Optional: Already Achieved, for progress made before you started tracking.
7. Click Create Goal.

Track progress

The Goals list shows each goal's Metric, Progress, Target, Deadline and Status. Add the Goal Tracker module to your dashboard to see them every day.

Ask Kai how you're doing

Open Kai and click Goal Check-in. Kai reviews your goals and tells you where you're on track or behind, with suggestions.

Here is a video walking through these steps: