How to Set and Track Goals

Having clear objectives is essential for any successful brand. Without defined goals, it's challenging to measure progress and determine if efforts are effective. That's why RetentionX gives you the ability to easily set and monitor your goals.

Goals provide direction and focus, helping you align your strategies with measurable results. Whether you're looking to increase revenue, improve retention, or increase order volume, setting specific goals in RetentionX allows you to track your performance with clarity and purpose. Let's get started!

Adding a Goal

To set up a goal, follow these simple steps:

• Navigate to Goals in the main menu.
• Click New Goal to create a new target.
• Set the Goal Period (always yearly).
• Choose the goal metric you wish to monitor.
• Specify the target value to be achieved by the end of the selected year.
• Optionally, depending on the selected metric, Add Milestones to your goal. Learn more about milestones here.

That's it! RetentionX is now equipped to track your progress.

Viewing Goals

Once your goals are added, you can see them listed on the Goals overview page - which includes past, current, and future targets.

Goals can be edited or deleted at any time.

Adding Goals to Dashboards

You can embed your goals into your dashboards. For detailed instructions on how to do this, click here.

Depending on the time period of the dashboard, your goals are drilled down accordingly, so you can see exactly how, for example, this month's performance compares to the monthly goal. Learn more here.

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