Knowledge Base

To add a goal:

• Open the desired wallboard from the Wallboards index
  

• Click on 'Add Slide' -> 'New'
  

• Give your slide a name and click 'Save'
  

• Next, click on 'Add Elements' and select 'Add Goal' from the dropdown
  

• Select the goal you want to display from the resulting list and click 'Add'
  

  
  

• Once your goal appears in the slide. click 'Save' on the top right corner of the slide
  

To edit the goal

• Click on 'Edit' from the menu on the top right corner of the goal card
  

• In the resulting form, you can update your goal as you wish.
  

  • Update goal title
    

  • Change the metric
    

  • Add filters to the selected metric
    

  • Change the start & end date of your goal
    

  • Edit the goal value
    

  • Add KPIs
    

• Once you've made your edits, make sure to scroll to the bottom of the form and click on 'Update'
  

Copying a goal

• Making a copy of a goal is the best way to create a new one
  

• To copy, click on 'Copy' from the menu on the top right corner of the goal card
  

• Modify the goal as needed and click on 'Create' at the bottom of the form. This will create the copy in the background.
  

• In order to use the newly created goal in the wallboard, create a new slide and add the goal using the steps outlined .