Goals Widget

Overview

The Goals widget surfaces usage goals on the dashboard where they can be tracked and shared with your other product analytics. Goals are timebound or ongoing objectives for product usage that you can use to define and measure success for product adoption and engagement. Goals use feature clicks, page views, or track events and a usage target to measure the expected level of usage and track towards goal attainment. Ongoing goals use a recurring benchmark and track if usage is above or below the target over time. Timebound goals set a usage target and a date range and track towards hitting that target in the time frame. Ongoing goals are useful for tracking sustained adoption and retention trends over time. Timebound goals track initial adoption or the outcomes of campaigns aiming to increase usage in a specified time period.

GoalsWidgetsonDashboard.png

 

Requirements

  • Tagged pages, features, or track events
  • Available for any user on their Dashboards

Configure the Goals widget

Click + Add Widget on a dashboard to add a new widget.

AddWidget.png

 

Find the Goals widget, hover, and click Select to open the create goal modal.

GoalsWidget.png

 

Select goal type, ongoing or timebound.

SelectaGoal.png

 

Create an ongoing goal

CreateOngoingGoal.png

 

1. Select the goal target. It can be a page, feature, or track event. Core events are listed first. All tagged pages, features, and track events across all apps in the subscription are available as targets. Elements are grouped by Core, Pages, Features, and Track Events in the dropdown list.

 

2. Select the frequency and duration. Usage metrics can be tallied in daily, weekly or monthly increments which will impact the size of the usage target.

 

3. Set the metric to measure as the usage target. Options are the total number of pages views, feature clicks, or track events, number of unique visitors, or number of unique accounts.

 

4. Set the goal target usage value. This number is tracked as the benchmark for goal attainment on visualizations. The average value for the last 90 days is added as the baseline. A suggested target 10% higher than baseline is suggested automatically. 

 

5. Select goal segment. Only data from these visitors is used to measure goal progress. Existing segments are available in the dropdown menu.

 

6. Select the date range used for the visualization.

 

7. Change the title of your widget. This name appears on your widget on the dashboard. A default title is created automatically based on your selections.

 

A preview of the widget updates in real time as you change settings.

GoalWidgetPreview.png

 

8. Click Save to add the widget to your dashboard.

Save.png

 

Create a timebound goal

TimeboundBlank.png

 

1. Select the goal target. It can be a page, feature, or track event. Core events are listed first. All tagged pages, features, and track events across all apps in the subscription are available as targets. Elements are grouped by Core, Pages, Features, and Track Events in the dropdown list.

 

2. Set the metric to measure as the usage target. Options are the total number of pages views, feature clicks, or track events, number of unique visitors, or number of unique accounts.

 

3. Set the goal target usage value. This number is the usage threshold you're planning on hitting and appears in visualizations. A default value is provided using the previous 30 days to calculate a trend line that's 10% higher than average and project the improved outcome in 60 days.

 

4. Select goal segment. Only data from these visitors is used to measure goal progress. Existing segments are available in the dropdown menu.

 

6. Select the goal period. This is the date during which you are expecting to reach your goal. It appears as the start and end point of your visualization. The default date range is 30 days prior to today until 60 days after today for a total date range of 90 days.

 

7. Change the title of your widget. This name appears on your widget on the dashboard. A default title is created automatically based on your selections.

 

A preview of the widget updates in real time as you change settings.

TimeboundPreview.png

 

8. Click Save to add the widget to your dashboard.

Save.png