Setting goals with targets

Targets help your team to keep track of your business’ most important monthly, quarterly or annual goals directly in ChartMogul.

Targets help you track goals such as $5 million ARR by the end of the year or $83,334, the MRR needed to be a $1 million business. To set targets in line with your industry and peers, use Benchmarks.

Creating a metric target

To create a target to track MRR, ARR, or paying subscribers:

1. Navigate to a dashboard.
2. Click the Settings (gear) icon.
3. Select Add a report to this dashboard > Default Chart > Target.
4. Choose the metric to track: MRR, ARR, or Paid Subscribers.
5. Select the target interval: Monthly, Quarterly, or Yearly.
6. Finally, enter the total amount for your target.

Click SAVE.

Creating a won opportunities target

To create a sales target for the current quarter:

1. Navigate to a dashboard.
2. Click the Settings (gear) icon.
3. Select Add a report to this dashboard > Default Chart > Won Opportunities Target.
4. Set a target for All pipelines or choose a specific pipeline using the drop-down.
5. Enter the value for opportunities you’d like to win.

Click SAVE.

ChartMogul adds your target and makes it visible to all users with access to the dashboard.

Editing, moving, or deleting targets

To manage a target, hover over the target title for the Settings (gear) icon to appear, then select an option:

• Edit – Adjust the target’s metric, interval, or amount. ChartMogul updates your target and adjusts its progress to reflect your changes.
• Move to – Remove the target from the current dashboard and move it to another one.
• Duplicate to – Create a copy of the target to appear on another dashboard.
• Remove – Delete the target from the current dashboard. This action is permanent.

Targets (legacy version)

Creating a target

To create a target:

1. Click Targets from the navigation and then ADD TARGET.

   

2. Select the Metric you want to track, enter your Target amount, define a Target period and select a Segment (optional).

   

3. Click SAVE to create your target.

Select a target from the Targets list to view its associated chart. See your current performance and understand how far you are from reaching your goal. Hover over the in-chart target icon to view your progress and the time left until your deadline.

The in-chart target icon is red before you reach your goal. When a target is met, the icon is green.

Deleting a target 

To delete a target, navigate to Targets and click the delete icon.

Viewing targets

There are two ways to view targets:

1. Navigate to Targets to view a list of current and past targets, including the percentage attained and time until the deadline (or a past deadline date). Hover over the values to display more details.

   

2. Navigate to a chart and click the Show Targets icon to show any targets set for this metric.

   

Targets are moved to Past Targets (located under your current targets) once the set time period is complete. This gives your team a look into historical targets, the time period they covered and whether they were attained (or exceeded).

Next Steps

• Customize your dashboards to have easy access to your most important charts and metrics.
• Set up email or Slack notifications to receive updates for MRR movements.
• Create and share custom reports.