You’ll need to be an Admin or Owner in ChartMogul to manage targets. Read more about user roles and permissions.
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
- 500 leads from a defined marketing channel in one quarter
- $83,334 — the MRR needed to be a $1 million business
Here’s what we cover in this article:
Before you begin
- Get familiar with ChartMogul’s metrics, including those related to Recurring Revenue, Leads and Conversion, Subscribers, Churn, Retention, Transactions, and Non-Subscription Customers.
- Learn about segmentation to set a target for a defined group of customers.
- Read our latest SaaS Benchmarks Report to see how your business fares against other companies in the industry.
Creating a target
To create a target:
- Click Targets from the navigation and then Add Target.
- Select the Metric you want to track, enter your Target amount, define a Target period, and select a Segment (optional).
- 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.
There are two ways to view targets:
- 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.
- 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).