Goalify goals are at the center of Goalify Professional. They help you to structure all of the areas your clients are working on. Your client's progress will be a good indication of their focus, drive, consistency and overall involvement. Goals are therefore the main source of data that you can analyze. This document will help you navigate a goal's dashboard and understand it's KPIs.
Quick Setup Tutorial
- Go to your team's Client menu
- Select your client
- Open the goal from the Goal list
- Review the Goal dashboard and KPIs
To analyze one of your clients' goals, switch to the Client list of your team. Select the client, and from the Goal list select the goal you would like to look at. You open a goal by clicking on its name.
The goal dashboard will open, providing you with a wealth of data and KPIs (i.e. key Pperformance indicators) that will help you understand your clients current and past performance for this goal.
At the very top, you will find your client's name and the goal's name. In many cases, you will find a goal name proceeded by the @ sign. This will make it easy to distinguish and spot.
Underneath that you will find some basic information about the goal's basic setup. This includes the goal type, period length and start date of this goal.
Our Click KPI will give you an indication of your client's interaction with this goal. Whenever he or she records, updates or deletes something, the activity is counted as a click. The number of clicks varies with the type and timing of the goal, but in general you would want an evenly distributed click rate.
The Historic Achievement Chart KPI will give you a visual indication of your client's past performance for the last 365 days. You can switch between a day, week and month focus. You can also switch between showing the achievement performance (as a percentage number), and target vs. recorded values (as absolute numbers).
Each period is highlighted with a period marker on the chart's line. If you hover over it with your mouse, it will open a tooltip showing you the detailed numbers for that particular period. If you click on the period marker of a specific period, it will automatically select this period in the calendar and activity view underneath the chart for further analysis.
You can use the range slider underneath the main chart to adjust the date range that is shown in the chart.
Achievement vs. Value Mode
The achievement mode will quickly let you know how your client performed when working on this goal.It will nonetheless give no indication of whether or not certain targets were higher or lower (i.e. harder or easier to reach). Switching to the absolute values mode will highlight this information.
Next to the main chart, you will find a visual summary of the performance in the currently selected date range, including minimum/maximum recorded for a period, and the total number recorded for all periods shown. You will see this area change and update when adjusting the shown area in the main chart.
Calendar & Activity List
In the Calendar & Activity section you can select a specific period and view all recorded activities for that period.
Using the Add Activity button you can even record an activity for your client. It will be added just like any other activity recorded by your client. Click on an activity to delete or update it. You can update the value and comment for an activity, but not the time it has been recorded. If you need to adjust the time, delete the current activity and create a new one with the correct time.
Activity Distribution Chart
Our Activity Distribution Chart KPI helps you to better understand when your client usually interacts with this specific goal within each period.
This chart thus helps you to understand if your client's normal recording patterns:
- At the very start
- At the very end
- Evenly distributed throughout the whole period
This chart is created by looking at all activities that have been recorded for this goal, and then grouping activities with similar time stamps. You will find these groups represented as green circles in the chart. With each activity recorded, the chart will be updated to reflect this new information.
Reading the Chart
The position of each circle is an indication of the time that has passed within a period. The beginning is on the left, and the end of the period is on the right. The size of each circle is an indication of how many activities have been grouped together.