Goals
Goals Overview
Last Updated: April 21, 2026Goals & Scorecards Overview The Goals module is your central hub for tracking performance inside Propel Your Business. This is where you manage both individual KPIs (Goals) and aggregated performance views (Scorecards). What Are Goals? Goals are individual metrics or KPIs tracked over time. Examples: Key Features How to Add a Goal Using Filters By...
Goals and Scorecards Dashboard
Last Updated: April 21, 2026Goals and Scorecards Dashboard Overview The Goals module provides a centralized view of performance tracking across your organization, including both individual goals and shared scorecards. Accessing the Dashboard By default, you will first see the Goals view. Goals View The Goals view displays all goals: What You’ll See Each goal includes: Performance Indicators This allows...
Adding a Goal
Last Updated: April 21, 2026How to Add a Goal Creating goals in Propel allows you to track performance against key metrics and align your team around measurable outcomes. Step 1: Navigate to Goals By default, the dashboard shows: You can adjust this view by clearing or applying filters. Step 2: Add a New Goal Step 3: Configure Goal Details...
Editing Goals
Last Updated: May 1, 2026Editing a Goal You can edit goals at any time inside Propel Your Business—either from the Goals module or directly within a Meeting. Where You Can Edit Goals 1. From the Goals Module (Primary Method) 2. From Within a Meeting Permissions Required You can only edit a goal if: If you don’t see the edit...
Creating Calculations When Adding A Goal
Last Updated: April 21, 2026How to Use Calculations in Goals Calculations allow you to create a goal that is built from one or more existing goals. This is useful for combining metrics, such as rolling up individual performance into a total. What Are Calculated Goals? A calculated goal uses data from other goals to generate a new metric. Example:...
Syncing QuickBooks To Update Actuals To A Goal
Last Updated: April 21, 2026Sync QuickBooks Data to an Individual Goal Connecting QuickBooks to a goal allows you to automatically pull financial data into Propel—keeping your actuals accurate and up to date without manual entry. Before You Start Make sure: Step 1: Create or Edit a Goal Step 2: Configure the Goal Enter the basic goal details: Step 3:...
Unsycing QuickBooks from a Goal
Last Updated: May 1, 2026Disconnect a Goal from QuickBooks If a goal is currently synced with QuickBooks, you can easily remove that connection at any time inside Propel Your Business. How to Disconnect QuickBooks from a Goal Other Options You’ll See While in this menu, you may also see:
Using Upload and Download Function To Quickly Update Goals
Last Updated: May 4, 2026Bulk Update Goals Using Upload & Download The upload/download feature in Propel Your Business allows you to quickly update plan and actual values in bulk using a spreadsheet. This is the fastest way to manage multiple goals at once. Step 1: Prepare Your Goals Dashboard Before exporting: Step 2: Export Your Data Step 3: Update...
Creating a Scorecard
Last Updated: April 21, 2026How to Create a Scorecard A scorecard is a collection of goals used to track performance across a team, department, or business function. Step 1: Create Your Goals First Before creating a scorecard: Step 2: Navigate to Scorecards Step 3: Add a New Scorecard Step 4: Configure Scorecard Details Scorecard Name Meeting Series (Optional) Select...
Editing Scorecards
Last Updated: May 1, 2026Editing a Scorecard Scorecards are collections of goals that track performance across a team, function, or outcome. You can edit scorecards at any time inside Propel Your Business. Where You Can Edit Scorecards 1. From the Goals Module (Primary Method) 2. From Within a Meeting Permissions Required You can only edit a scorecard if: If...
Using Totaling Settings When Creating A Scorecard
Last Updated: April 21, 2026Understanding Total Settings in Scorecards Total Settings allow you to roll up multiple goals into a single combined metric within a scorecard. This is commonly used to track team or department performance at a higher level. Where to Find Total Settings Total Settings are available when you are: What Total Settings Do Total Settings combine...
Goals and Scorecards In Meetings
Last Updated: April 21, 2026Using Goals and Scorecards in Meetings Goals and scorecards can be integrated directly into your meeting series, allowing teams to review performance and stay aligned during recurring meetings. Where to Find Goals and Scorecards in Meetings Scorecards in Meetings Viewing Scorecards When you click Scorecards, you will see: You can use filters to find specific...
Why can’t I edit a Goal or Scorecard?
Last Updated: May 1, 2026Why You Can’t Edit a Goal If you’re unable to edit a goal inside Propel Your Business, it’s usually due to permissions—not a system issue. Root Cause You have view-only access to the goal. In Propel, access is controlled by roles: How to Check Your Access Key Indicator If you do not see the three...
Why Can’t I Update Actuals On A Goal I Own?
Last Updated: May 1, 2026Why You Can’t Edit Actuals on a Goal If you’re unable to manually update the actual values on a goal—even when you are the owner—there’s a clear reason inside Propel Your Business. Root Cause Your goal is synced with QuickBooks. When a goal is connected to QuickBooks: How to Confirm You are likely experiencing this...