A goal is most useful when its owner can see what is on track and where help is needed. Update its progress, status and metric figures as work changes so your Roadmap dashboard and reviews reflect the latest information.
Update a goal
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Open the goal
Open Business > Roadmap, then select the goal you want to review. Choose Edit. You need permission to edit goals.
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Update progress
Set the progress slider to the percentage that best represents the work completed. This percentage is a separate field from the target and current metric values; entering a current value does not calculate the percentage for you.
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Update measurable results
If the goal has a numeric measure, enter its target value, current value and unit, such as a customer count or revenue amount. These figures are displayed with the goal so the team can compare the current result with the target.
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Review status and dates
Choose the status that describes the work: Not Started, In Progress, At Risk, Blocked or Completed. Check the start and target dates, priority, category and department while you are editing.
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Save and review the activity
Save your changes. Progress and status changes are recorded in the goal's activity history. Setting progress to 100% automatically marks the goal Completed.
Use one consistent progress rule. Agree with your team what a percentage means, and update it alongside the current metric so the dashboard is easier to interpret.
The Roadmap is available on Standard, Professional and Enterprise plans. For more, see Business Roadmap.