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CUA: How To Set A Goal

6 easy steps to place (and remove) a goal line on any display.

Step 1: Click on any display in the left hand navigation. Click on the Set Goal button above the display.

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NOTE: You may only set a goal for one display at a time. If you are looking at a packet of displays, the Set Goal button will be grayed out.

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Step 2: In the Goal Value field, enter the value of the goal you wish to set for that display. If the value is less than 1%, you must enter a zero (0) before the decimal point. EXAMPLE: 0.5%

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Step 3: In the Goal Ending Cycle field, enter the date in which you intend to reach the goal value. EXAMPLE: If you wish to reach the goal value by March of 2015, enter 3/15.

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Step 4: Click the Set Goal button. Doing so will generate a horizontal line on all instances of that display.

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Step 5: To remove a goal, click on the Set Goal button.

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Step 6: Click the Remove Goal button. The goal line will no longer appear on the display.

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[zilla_button url=”/support/wp-content/uploads/2016/06/How-To-Set-A-Goal.pdf” style=”blue” size=”medium” type=”square” target=”_blank”] Download/View PDF [/zilla_button]

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