⚠️ Legacy article (FleetOps v1/v2). This documentation describes the older FleetOps interface. If you are using the current FleetOps interface, the latest documentation lives in the other collections of this help center.
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'
If there are no goals in the list, please contact [email protected] to set you up with goals
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 .