Targets & Metrics
Track performance against plan. Define what you measure with Metrics, then set the numbers you aim for with Targets.
Targets and Metrics are part of the paid Planning plan. See Plans & limits.
Metrics vs Targets
Metrics and Targets work as a pair. One says what you measure, the other says what good looks like.
| Concept | What it is | Example |
|---|---|---|
| Metric | What you measure. Has a name, a type, and an optional description. | Revenue, Headcount, Gross Margin |
| Target | The number you aim for on a metric, tied to a Scenario. | Q3 Revenue Budget = $4.2M |
A single metric can carry several targets, for example one per scenario (Budget vs Forecast). Because targets are tied to Scenarios, the targets shown for a metric reflect the currently active scenario for each fiscal period.
Where to find them
In the main navigation, the Targets item opens the Metrics list. You start from a metric and drill into its targets. There is no standalone “Targets” page. Open a metric to see and manage its targets.
Open the Metrics list
Open Targets (which opens the Metrics list) from the Planning section of the navigation.
Create a metric
Click New Metric. Give it a name, a type (currency, percentage, number, or text), and an optional description. The type controls how values are formatted and compared across targets.
Add its targets
Open the metric and click Add Target. Each target needs:
- A Scenario to attach to (Budget, Forecast, or Actuals)
- A value — the number you’re aiming for
- A direction — whether higher or lower is better (used to colour-code progress)
Metric types
| Type | Use when |
|---|---|
| Currency | The value is a monetary amount, such as Revenue or Cost |
| Percentage | The value is a ratio or rate, such as Gross Margin or Growth |
| Number | The value is a plain count, such as Headcount or Units sold |
| Text | The value is qualitative or a label rather than a number |
Tracking progress
Once a metric has targets across multiple scenarios (e.g. Budget and Actuals), you can compare them directly on the metric detail view. The active scenario for each fiscal period determines which target is shown as the reference point.
Set up your Metrics before you build Scenarios. Metrics are the “what” — the axes your planning numbers live on. Scenarios are the “when”. Creating Metrics first makes it easier to attach targets consistently across all your scenarios.
Approval workflow
Targets support an approval workflow. A target can be submitted for review and approved or rejected by an Admin. This gives finance teams a lightweight sign-off step before numbers are treated as official.
| State | Meaning |
|---|---|
| Draft | Being entered; not yet submitted for approval. |
| Pending | Submitted and awaiting Admin sign-off. |
| Approved | Signed off — this is the official number for the scenario. |
| Rejected | Sent back; the submitter should revise and resubmit. |