Event goals

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You can use goals to set and measure targets over a period of time for various segments of users across selected Pages, Features, and Track Events. For example, Pendo goals can help you track toward a 10% increase in new Feature usage.

Only those who create goals can view them in the details pages for Pages, Features, and Track Events.

  1. To create a goal, navigate to Product > Pages, Features, or Track Events, then select the specific Page, Feature, or Track Event you’re interested in setting a goal for.

    Product_PagesFeaturesTrackEvents.png

  2. Next, select Create Goal in the top-right corner of the page, then select the type of goal you want to add: ongoing or time-bound. Measurement options for both goal types are Page views or Feature clicks (depending on the event type), visitors, and accounts.
    • Ongoing goals are tracked on a continuing basis using a baseline. View progress in an ongoing graph that includes a baseline with a synopsis of progress, and hover over the data points to view more information. Default baselines are daily (30 days of data), weekly (90 days of data), and monthly (365 days of data).
    • Time-bound goals are cumulative from the start date and have a specific deadline. Progress is visualized with an estimated percentage to goal and number of days left until the deadline.
  3. For ongoing goals, set your date range, frequency, measurement, goal quantity, and segment. For time-bound goals, set your goal quantity, measurement, segment, and goal period.
  4. Select Save. This populates the goal progress below the Page or Feature details.

    PageDetails_OngoingGoal.png

  5. If you'd like to track the goal on an existing dashboard, select Add to Dashboard in the top-right corner of the goal section, then select a dashboard from the dropdown list. Select View now > in the success message that displays in the top-right corner of the page to view the goal widget on your dashboard.

    Dashboard_GoalsWidget.png

    The visualization to the right of the chart indicates progress toward your goal. It displays red if you're below 75% of your target, yellow if you're between 75% and 99%, and green when you've reached 100%.
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