Targets & Metrics
Track performance against plan. Define what you measure with Metrics, then set the numbers you aim for with Targets.
Note
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
Warning
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.