Over time, you may need to adjust a Measurable's target. We've developed a number of features so you can keep your Scorecards accurate and relevant to your team's needs.

How to Set a Permanent Future Goal/Target

Use the Set new future Goal feature to change a Measurable's goal from a specific date forward. This method will maintain the integrity of your Measurable under the previous goal while allowing you to monitor future progress better. This feature is not available for smart Measurables.

1. Click Scorecard from the left navigation.
2. Choose your team from the dropdown.
3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
4. Right-click the Measurable's row anywhere to the left of the reporting periods.
5. Select Set new future Goal from the dropdown.
6. Enter a new target in the Goal field.
7. (Optional) You may change the goal orientation rule with the dropdown.
8. Click Save & Reload.

As noted in the popup, all previous scores will be automatically updated to be custom goals to reflect the previous target.

How to Set a Custom Goal for a Single Reporting Period

You can create a custom goal on a specific reporting period of a Measurable to account for absences, holidays, and other exceptions.

To customize a Measurable's goal for a single reporting period:

1. Click Scorecard from the left navigation.
2. Choose your team from the dropdown.
3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
4. Right-click a cell.
5. Click Set custom Goal or note.
6. Enter a custom goal number.
7. Click Save.

Goal Forecasting

Modify the Date range dropdown to add forecasted targets for your Measurables. Either of the following date range options provides an opportunity to forecast goals (targets) for your Measurables:

• Current Quarter
• Current Year

Either selection adds additional blank cells to your Scorecard. In any cell representing a future date, you can enter a projected value for the Measurable.

For example, on your weekly Scorecard, click the Date range dropdown and select Current Year. Then, each group on your Weekly Scorecard will have a cell for every week of the calendar year. When you click a cell of a future date, you can enter a custom goal for that reporting period; if the Measurable's goal is a range, you'll enter a customized minimum and maximum goal for that reporting period.