Goals - Additional interval options (weekly, quarterly, annual, custom)
in progress
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Samantha Dettmer
- Add Annual Interval to Custom Goals for yearly budget tracking +2
- Add Quarterly interval +3
- Add Weekly interval
- Add 6monthly interval
- Add ongoing/indefinite interval. With the current goal settings, once daily/monthly is completed, the status is "complete" and have to recreate the goal again. +1
- Add custom Interval +1
- Add the ability to set goals that are for the last 7 days or last 30 days, instead of just for the current month or current week
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K
Kelly Johnson
Thanks to everyone for submitting your requests. We are getting close to releasing the ability to set Weekly Goal Intervals and will offer Quarterly and Annual options within the next 6 weeks.
We'd love to hear more about your specific use case and how you'd like to use Goals going forward. Please either email me at kelly.johnson@agencyanalytics.com to book a 30 minute conversation about your needs or leave a comment in the thread.
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Joe Cantatore
Kelly Johnson Excited to be able to track Annual goals soon. Our annual contracts are tracked from Mar-Feb as opposed to Jan-Dec or Jul-Jun, so functionality to define the year would be a great boon to our reporting.
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Raianne Vasquez
Kelly Johnson We use the goals functionality to show our clients their projections vs. their actuals. We like to do this on a monthly basis as well as a quarterly basis.
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Brad Farleigh
Kelly Johnson one of our clients event tickets, we'd like to track the progress to the ticket sales capacity
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Wouter Zwarekant
Kelly Johnson Thanks for the update, great to see. I would make a lot of sense if we can control the setup and timing of goals. If you ask me, there are two types of goals:
- Recurring goal (Day, week, month, quarter, year, custom interval). This type of goal is for example used by teams to measure their day to day performance. Like amount of leads, conversions etc.
- Custom goal (Specific deadline date). This type of goals is used for strategic goals of the company as a whole. For example: By the end of the quarter / year we want to have X amount of revenue.
That gives each organization complete freedom to setup goals to match the organizations strategy and the OKR framework (Defining SMART key results).
Looking forward to your reply.
K
Kelly Johnson
Joe Cantatore - Thanks for your feedback and patience, Joe. We have started investigating requirements for customizing the start and end date, however this scope will not be part of this initial release as it's a more effort to build. We will keep you posted as we get closer to a solution for that problem.
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Kelly Johnson
Wouter Zwarekant Great feedback, thank you. Please watch for an email from us as we'd love to learn more about what you're working on and the tools you're using today to help you achieve your goals.
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Fearghal InDigital
Great hope to see it soon
K
Kelly Johnson
in progress
This post was marked as
planning
J
James Gutteridge
Excited to be able to track our annual goals
This post was marked as
to-do
This post was marked as
planning
David - AgencyAnalytics Team
under consideration
David - AgencyAnalytics Team
David - AgencyAnalytics Team
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