Here’s how to create & set up a new Quarterly Goal

• Before you proceed, learn about the Anatomy of the Quarterly Goal section if you’re not yet familiar.

• Now, from your sidebar, navigate to the My Dash page.

• Locate the My Quarterly Goals section. Then on the upper-right area of the table, click the blue New button.

  

• Upon doing so, you will be greeted with a side-peek view of the new page you have created. In here, you will notice 2 alerts. These alerts let you know the following:

  • That you need to tag the relevant Calendar Quarter to the Quarterly Goal. Here’s how to resolve this alert.
  • That you also need to tag the relevant Department that will be taking care of this Quarterly Goal. Here’s how to resolve this alert

  

• After both alerts have been resolved, you will find that all Months and Date-ranges for the selected Quarter are automatically generated. This is because they’re tied to the Quarterly Goal that you’ve just tagged.

  Notice, the alerts are now gone too.

  

• Another property which is filled on default is the Owner property.
  • If you’re an admin and would like to set up some Quarterly Goals on behalf of someone else on the team, you can tag them and remove yourself. This way, they can see it on their Dash.
  • Alternatively, if you want to view the Quarterly Goal at the same time as the person you’ve tagged, leave yourself tagged too. The Owner field allows you to Tag as many members of the workspace as needed.