Goal (chart type)
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The Goal widget is a powerful tool designed to visualize and track your progress and growth with each cumulative milestone achieved. This chart provides a clear and detailed representation of your data model.
First, click on any "+ Add widget" button to add a widget.
Click on the Goal option.
Click on the Add widget button to proceed.
Choose the available Collection or Connection of the data model that has been added.
Your Goal widget shall be in the Progress bar - One period type with Cumulative turn on as default, which you can turn off later.
To visualize your Goal widget, first choose any column to set as a Define metric.
Click the X button to remove that column, then you can re-select another column.
Click on the selected column to pop up the Formula options then choose the formula of your needs.
You can click on the 🖊 icon and then click on the Format button to customize the column.
If your data model has any Date type column, one will be auto-selected.
You change to another Date column by clicking on it and choosing another one on the list.
Type your desired Target value in the field.
Other target periods will be auto-changed according to what you input.
You can turn on and off the Cumulative toggle to show progressive compare to the goal over time or not.
You can further configure your Target value by clicking on the Advanced setup button.
Press the Done button to confirm.
Press the Reset button to start again.
Press the Cancel button or outside the box to close without saving.
You can also set up the Title for your Goal widget.
You can change from the Progress bar type to the Bar type or Board type and vice versa of the Goal widget by clicking on the icon.
Click on the Overview button to change to this type.
Click on the Date preset on the left menu and choose available options.
For this type, you have larger options in the Calendar style.
Hover on the Goal widget to see the details and track the progress of your data model.
Click the Save changes button to confirm.
The Goal chart option can be selected by opening the Settings slider and then clicking on the Properties option.
Click on the View type dropdown and choose the Goal chart icon to begin configuring your data model to the Goal chart.
You can use our AI Visualization to quickly create a Goal. For example: Tell me if I am able to reach total of 1000 orders from Jan 2024 to Dec 2024 based on the date using Overview goal type
