Updating and Managing Your Goals – Domo

Intro

Over time, your goals and metrics may need to be updated with new names, descriptions, completion dates, or owners. This article describes how to update your goals and metrics to reflect progress.

Updating Goal Status and Progress

In the Personal, Teams, or Company tabs, you can view the summary and progress of each goal.

Users can get a general sense of their progress by viewing the Overall Status and Average Progress. These indicators are found at the top of the Personal, Teams, or Company pages.

Overall Status averages the statuses of all goals on the page (On Target, Needs Attention, At Risk).

In the example below, the user has two personal goals – a goal that’s On Track and another that’s At Risk for an average status of Needs Attention.

Average Progress is the average completion level of every metric in your goals. The more metrics a goal has, the more influence it will have on the Average Progress percentage.

In the example below, the user has one metric with 50% completion, and another metric with 0% completion for an Average Progress of 25%.

In addition to the Overall Status and and Average Progress, colored icons will indicate how individual goals and metrics are performing.

Goals will have two icon types to measure progress:

A round status icon
Colored metric completion dots.

These statuses are set by the owner. They reflect whether the goal or metric is currently On Track, Needs Attention, or is At Risk.

Please refer to the key below:

Icon (Overall Goal)	Status
	On Track
	Needs Attention
	At Risk

Icon (Metric Completion)	Progress
	Between 70% and 100% complete
	Between 40% and 69% complete
	Less than 40% complete

Note: Goals and metrics are viewed together, but are controlled independently. This allows users to take control of a goal's status even if the metrics tell a different story.

Updating Progress of Metrics

Metrics can be updated either automatically with a linked Domo Card, or manually with percentages and custom values.

Card-Based Metrics

The following describes how metrics are updated when linked to a Domo Card:

1. Select the Goal you wish to view. Scroll down to its Metrics.

2. Select the metric you wish to view. At the bottom of the page is the Linked Card. Here, you can see how the the progress of the metric is directly affected by the Card's data.

Note: The starting value and the target are the only parts of card-based metrics that can be manually updated.

Percentage-Based Metrics

If your manual metric is percentage-based, you can adjust progress by sliding the blue progress slider across the scale to the desired percentage. Below, you can see that the user has met 18% of their goal.

As you manually update the progress over time, the percentage scale will match your growth.

"Choose Your Own Value" Metrics

To update the number of tasks completed, click the pencil icon next to the Current Value.

Below, we can see that the user wishes to complete 50 tasks.

After updating the number of tasks completed, click Save.

Screen_Shot_2022-06-02_at_5.40.26_PM.png

Below, we can see that the user completed 37 tasks with 74% progress.

Editing Goals

Changing Names and Descriptions

To change the name or description,

Go to the goal and hover over the name or description. A pencil icon will appear.
Click the pencil icon to make changes.
Click Save.

Changing Start and Achieve By Dates

You can change the Start and Achieve By dates by hovering over the date and selecting the pencil icon. Click Save.

Important: A goal's Start and Achieve by dates are initially set when the goal is first created. These dates depend on periods that have been set up in the Goals Admin page.

Changing Owners

The goal's owner may be changed by hovering over the owner name. A pencil icon will appear. Search the name of the new owner and click Save.

Copying a Goal

Users can copy an existing goal to create a new one. To copy a goal, click on the menu on the righthand side of the screen. Select Copy Goal. Enter in any additional details about the copy.

Deleting a Goal

To permanently delete a goal, click on the menu on the righthand side of the screen. Select Delete Goal. This will delete the goal and any associated metrics.