How do I add additional goals to my Company Goals and Macro Plan

Adding 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: #

1. Scroll to the bottom left-hand corner of the Company Goals Dashboard.
2. Click Add Goal.
3. Enter the following details:
   • Goal Name
   • Year (typically the current year)
   • Calculation Type (Sum or Average)
   • Metric (what you’re measuring)
4. Click Submit to save.

Steps in Macro Plan: #

1. Go to the Macro Plan Dashboard.
2. Click Add to Plan.
3. Enter:
   • Goal Name
   • Year
   • Calculation (Sum or Average)
   • Metric
4. Click Submit to save.