Goals
Goals Overview
Last Updated: August 27, 2025Goals Module in Propel Your Business The Goals Module offers flexibility to measure and track performance at the company, team, and individual level. It includes Company Goals, Macro Plans, and Micro Goals, each serving a different purpose. 1. Company Goals 2. Macro Plans 3. Micro Goals Why It Matters The Goals Module is highly flexible....
I can not update the goals on the dashboard/scorecard.
Last Updated: November 3, 2025Why Can’t I Edit a Scorecard or Dashboard Cell? If you’re unable to update a value in the Company Goals or Macro Plan dashboards, it’s most likely because you are not assigned as an editor on that specific goal. ✅ How Editing Access Works When a goal is first created, the builder designates who can...
Company Goals Edit Permissions For Company User Profiles
Last Updated: September 22, 2025Granting Edit Access to Company Goals If you’ve given a company user access to view company goals and now want them to have edit permissions, you’ll need to adjust access at the individual goal level. Steps to Grant Edit Access Important Notes
I am having issues uploading my Company Goals or Macro Plan Dashboards
Last Updated: November 3, 2025Troubleshooting Import & Paste Errors in Propel Your Business Dashboards If you see errors when importing or pasting data into your Company Goals or Macro Plan dashboards, it usually comes down to one of two issues: 1. Symbols in Your Data 2. Incomplete Copy of the Dashboard Quick Checklist Before Importing ✔ Remove $, commas,...
Using the upload/download function for updating Company Goals and Macro Plans
Last Updated: September 3, 2025Updating the Month-over-Month Metrics Dashboard in Propel Your Business The Month-over-Month Metrics Dashboard appears in a few places within Propel Your Business. It helps you track company goals and make quick updates to performance data. Where You’ll See the Dashboard How to Update the Dashboard There are two ways to update metrics: Important Notes When...
What are the different goals types in Propel Your Business and how are they used?
Last Updated: August 27, 2025The Three Types of Goals in Propel Your Business In Propel Your Business, there are three types of goals: 1. Company Goals 2. Macro Plan 3. Micro Goals Recap Propel Your Business structures goals at three levels: This layered system ensures alignment between individual work, team objectives, and the company’s overall targets.
Updating Company Goals and Macro Plans
Last Updated: August 27, 2025Updating Company Goals and Macro Plans Both Company Goals and the Macro Plan dashboards operate the same way.They are month-over-month plans used to track performance. Updating Plan or Actuals There are two ways to make updates: Important Notes on Importing Same Process for Macro Plan The same update process applies when working inside your Macro...
How do I add additional goals to my Company Goals and Macro Plan
Last Updated: August 27, 2025Adding a Goal to Company Goals or Macro Plan The process for adding a new goal is the same whether you’re working in the Company Goals Dashboard or the Macro Plan. Steps in Company Goals: Steps in Macro Plan:
I have updated my Value Page but its not updating my Company Goals
Last Updated: August 27, 2025Why Value Page Changes Don’t Show Automatically When you update your Value Page—such as adjusting your desired enterprise value, revenue, or profit—those changes do not automatically flow into your Company Goals Dashboard. This is because: How to Sync Your Changes Pro Tip for Advisors
How do I see previous years performance?
Last Updated: August 27, 2025Viewing Previous Year’s Performance You can review past performance from both the Company Goals Dashboard and the Macro Plan Dashboard. Both are located in the same place. Switching Between Years Updating Plans and Actuals You can update data in either of two ways: How Far Back You Can Go
How do I use the Macro Plan?
Last Updated: August 27, 2025How the Macro Plan is Used The Macro Plan is designed to track month-over-month progress toward key goals. It can be used by teams or individuals, and it functions as a flexible dashboard to measure performance. Example: Sales Huddle Let’s use a sales huddle as an example. Use at the Individual Level The same Macro...
How do you use Micro Goals?
Last Updated: August 27, 2025Micro Goals in Propel Your Business Micro Goals are short-term, focused goals designed for individuals. They break larger objectives into smaller, manageable targets that can be tracked over shorter periods of time. Example: Weekly Target For instance, here I have a goal of clients generated. Unlike Company Goals or Macro Plans (which measure month-over-month performance),...