You’ve reached the point in your annual planning process where it’s time to input your planned annual company goals.
If you are a member of the company who does not have access to Company Goals, there is a separate video series on how to input Performance Goals. Although both dashboards function in the same way, the access level is different.
When we log into Propel Your Business, we will land on Company Goals. If you believe you should have access to Company Goals and do not see this page, contact your company administrator. If you are the company administrator, contact the person who introduced you to Propel Your Business.
First, make sure you are in the correct year for the goals you want to input—for example, next year might be 2026.
You can choose to export this dashboard to Excel or Google Sheets, or copy it to your clipboard. Then, simply open Excel or Google Sheets and paste the data in.
From there, you can make all the necessary adjustments to your file, then copy it again and paste it back into the software—and you’re done.