Creating a Goal #

Step 1: Open the Goal Builder #

Go to DDLS > Goals and click Add New Goal.

Step 2: Choose Goal Type #

Select the metric type from the dropdown. Each goal type tracks a different metric:
– MRR, ARR, Total Revenue (financial goals)
– New Customers (growth goals)
– Downloads (engagement goals)
– Active Licenses (portfolio goals)
– Churn Rate (retention goals)

Step 3: Set Goal Period #

Choose whether this is a Monthly, Quarterly, or Annual goal and set the start date for the period.

Step 4: Enter Target Value #

Enter the target number you want to reach by the end of the period.

For Churn Rate goals: Enter the maximum acceptable rate (e.g., 3 means a target of staying below 3%).

Step 5: Configure Alerts (Optional) #

Enable Goal Achievement Alert to receive an email when the goal is reached.

You can also enable Progress Milestones to receive alerts at 50% and 75% progress.

Step 6: Save #

Click Create Goal. The goal appears in your goals list and immediately starts tracking progress as the nightly metric calculation runs.