Goals shouldn’t live in a spreadsheet away from any context. With Databox, you can set goals for any of the metrics (from any of the data sources) you’re already tracking. You can track and manage your goals all from one screen, or, visualize goal progress toward any metric in your dashboards.
Forget logging into a bunch of different tools to find out how your numbers are trending. In Databox, any of the goals you’ve set can be visualized against current performance in your dashboards.
Once you’ve set your goals, you can monitor your progress against them on any dashboard using any number of visualization types—gauge chart, progress bar, tables, line or bar charts, number blocks and more. Use dashboards to compare performance of different metrics over time to get a full picture of why you are or aren’t hitting your targets.
No more waiting until the end of the month or quarter to do anything about your progress toward goals. With Databox, you can set performance alerts that notify you when your goals are likely, or unlikely, to be hit. Customize the notification criteria and automate meaningful performance updates to anyone on your team who needs them.
With access via Desktop, TV, and mobile devices, you’ll always know whether your goals are on target. Use the Databox mobile app to track your current progress toward goals, including the percentage of the goal that’s been hit and the number of days left to hit it. Display your performance to goals on a TV on your office wall to keep your team focused on needle-moving activities. Monitor performance to goal in meetings and on conference calls using your browser. Send your goal progress to yourself or team members via email, Slack, or mobile push notification.
High-level goals aren’t always actionable for teams and individuals. Now, when you set monthly goals in Databox, our tool will automatically calculate the associated weekly and daily goals, too. This way, everyone will have a measurable way to track progress every day, week, month, and beyond. Same goes for annual and quarterly goals. Need to adjust goals for a specific period? No problem. You can do that too.
Set realistic goals using your historical data When you’re setting a new goal in Databox, you’ll see your current daily, weekly, and monthly performance. Quickly compare your past performance to your target in order to set realistic goals.
Assign goals to teams and individuals No more confusion as to which teams or individuals own specific goals. In Databox, you can assign goals to better monitor the progress every team and individual is making toward your company’s goals. See which teams need further support in order to hit goals and prioritize accordingly.
Set goals for future time periods Set targets for upcoming weeks, months, and quarters. Take seasonality, vacation plans, hiring plans–or anything else you anticipate will impact your performance–into account when setting future targets.
Store your goal history Since goals change over time, we made it easy to go back and see any goal value that was set for the previous week, month, quarter, or year. Plot your historical performance and your historical goals on a line chart and see how you’ve done over longer periods of time. Over time, get more confident in your ability to set realistic targets.
With Databox, you can set and track goals for any type of metric, no matter your department, industry, or type of business.
“With the Goals feature, I can see if I’m on track or off track within the first few days of the month, instead of trying to accelerate performance mid-month. With the Goals feature in the mobile app, my team has the ability to stay in tune with client data because we have access to it anywhere, anytime.”
Connect your data, select your metrics, and set and track your goals in minutes.
Start with our Predictable Performance course where our experts share how to select and set the right goals. Then, follow this help doc to Create a Goal in Databox and start tracking your progress towards your business objectives.
Yes. You can set Goals for past and future days, weeks, months, quarters, or years. Date Range options for each Goal depend on the date ranges available for the selected metric. Learn more about available date ranges here.
Yes, you can see all the Goals that are set up on the Goals page in your Databox account. You can favorite the ones that are the most important to you and they’ll display on your Home screen in Databox, making their progress easily accessible whenever you log in.
You can use the Goals Overview to check all the goals that you have set up for your clients in one place.
Yes, here’s how you can track & visualize progress toward your goals on your dashboards.
Yes. You can set two kinds of Alerts—the first notifies you if you are likely/unlikely to hit your goal after 70% of the specific time period has passed, and the second type of Alert will tell you whether or not you’ve hit your goal once the specified time period has expired.
See how 16 Marketers Set and Hit Smart Goals. And if you need more inspiration on setting your own Goals check out our Predictable Performance course so you’re in control over your company’s performance today, next month, and beyond.