Adding goals to metrics

Keep a close eye on your data and track its progression by adding goals to your metrics. When a goal is reached, you (and everyone with shared access to the metric) can be notified with in-app and email notifications.

This article includes:

• About metric goals
• Adding metric goals
  • Adding threshold, range, and recurring target goals
  • Adding threshold goals
  • Adding range goals
  • Adding recurring target goals
  • Tips for choosing goal periodicity
• Displaying metric goals
  • Displaying goals in a metric overview, in Explorer, and on dashboards
  • Displaying goals in bar, area, and line charts
    • Adding colour to goals in bar, area, and line charts
  • Displaying goals in summary charts
    • Adding colour to goals in summary charts
  • Displaying goal value comparisons in summary charts and list and pivot tables
  • Accessing goal details
• Being notified when metric goals are reached
  • Viewing and managing goal notifications
  • Notifications for threshold goals
  • Notifications for range goals
  • Notifications for recurring target goals
• Goals overview (video)

About metric goals

PowerMetrics includes three types of goals:

• Threshold goals: Threshold goals are not associated with a specific time period. When you set a value for a threshold, and choose to be notified, you’ll receive a notification when you cross the threshold value in either direction (depending on the notification settings you select).
   
• Range goals: Range goals are not associated with a specific time period. When you set a range goal, and choose to be notified, you’ll receive a notification immediately when the metric value enters and/or exits the defined range.
   
• Recurring target goals: Recurring targets are associated with a specific time period. When you set a value for a recurring target and ask to be notified when you reach the target, you can choose to receive a notification immediately or to be notified at the end of the specified time period. If you ask to be notified when you don’t reach the target, you’ll receive a notification at the end of the specified time period if you don’t reach the target.

Adding metric goals

This section describes how to add threshold, range, and recurring target goals to a metric.

Here are a few things to note about adding goals:

• You can add up to 10 goals to a single metric.
   
• You can only add, edit, and delete goals for a metric if you created the metric or if someone shared it with you and gave you editing access.
   
• When a metric is deleted, its goals are also deleted.
   
• First day of week settings affect goals that have a weekly periodicity, for example, if Sunday is set as the first day of week, weekly threshold goals will be triggered if the goal is reached by Sunday and weekly recurring goals will trigger on Sunday. The default first day of week in Klipfolio is Monday. This is an account-wide setting that can be modified. Go here to learn more.
   
• Goals use the first day of week and time zone as set for the account. If these are modified, you need to edit existing goals to reflect the new settings. To do this, open the metric, click the Goals button, then, click the goal’s 3-dot menu and select Edit. When the goal opens, click Save.

Adding threshold, range, and recurring target goals

The first several steps for adding goals are the same, regardless of goal type:

1. In the left navigation sidebar, click Metrics to display the Metric List page.
2. Select a metric from the list to open it.
3. Click the Goals tab in the right sidebar. If needed, click the Goals button in the top right corner of the window to display the Goals tab.
4. If the metric doesn’t have any goals yet, click + New goal.
   
5. If the metric already has at least one goal, click the + button beside Goals & Notifications instead.
   
6. Under Name, give your goal a meaningful name.
7. Under Metric, the service icon and metric name are displayed. If you want to create a more specific goal, click +Add filter. Note: This option is only available for metrics that include data that can be filtered.
   
8. Under Periodicity, the default selection for the goal is automatically set to align with the metric visualization’s current periodicity.
   For threshold and range goals, if you select Any as the periodicity:
   • The goal will display in the metric overview, in Explorer, and on a dashboard, regardless of the date range or time period you select when viewing the visualization. Note: For the goal to display, the segmentation and filters for the visualization and the goal still need to align.
   • Notifications will be sent using a daily periodicity. If a daily periodicity isn’t supported by the metric, then notifications will be sent based on the next largest supported periodicity.
9. Under Segment by, select None or select a segment to apply the goal to or select Any to apply the goal regardless of segmentation.
   Tip: You may want to select “Any” when adding a goal based on another metric, and that metric has segmented values. This option is also applicable to goals with a fixed value, such as a 4% conversion rate goal for your website, where segmentation doesn’t change the goal value. Note: When you select the “Any” option, goal notifications are not sent and goals are visualized even if the filter changes.
10. Under Goal type, select Threshold, Range, or Recurring target. See the following sets of instructions for configuring each goal type.

Adding threshold goals

To add a threshold goal to a metric:

1. Follow the steps above for adding threshold, range, and recurring target goals.
2. Under Goal type, select Threshold.
3. To add a threshold goal based on this metric's value:
   • Use the dropdowns to select Is above or Is below and Value. Then, enter a number for the value.
     
     The threshold value will display as a dotted line in the metric chart. If you choose to be notified, an alert will be triggered when the metric crosses the threshold value. (See step #14.)
4. To add a threshold goal based on a different metric’s value:
   • Use the dropdowns to select Is above or Is below and Metric.
     
   • Click Select metric.
   • On the Select a metric page, choose the desired metric.
     Note: For best results, ensure that the selected metric has the same dimensionality and time granularity as the metric you’re applying the goal to. This ensures the goal is visualized appropriately when changing the filtering, time ranges/granularity, or segmentation in the visualization.
     The metric’s threshold value will display as a dotted line in the metric chart. If you choose to be notified, an alert will be triggered when the metric crosses the threshold set by the target metric. (See step #14.)
5. Under Format, at Set colour when above or below threshold, optionally choose a colour to display in bar, line, area, and summary charts when the metric’s value is above or below the threshold (depending on how the goal is configured).
   • If you select Auto, the pre-configured colours of red (for negative progress) or green (for positive progress) will display in the chart when conditions are met. Note: Whether the trend is considered positive or negative depends on the “Favourable trend” setting you selected when configuring the metric.
   • If you select Custom, click the colour cube and choose the desired colour by selecting a preset colour, or entering a hexadecimal colour code or R G B values, or by using the eyedropper or sliding colour selector scale.
   • If you don’t want the chart’s colour to change when goal conditions are met, select None.
6. Under Notifications, the checkbox to enable notifications is selected by default. If you don't want to be notified when the metric crosses the threshold, deselect the checkbox beside When threshold crossed.
   Note: You can only select one notification condition for a single goal. However, if you want to be notified when the metric value is above and when it’s below the threshold, you can simply add a second goal and select the other notification choice.
7. Click Save.
8. To add more goals for this metric, start again at step #5. (See below.)
   Note: To edit or delete a goal, click its 3-dot menu. Users with view-only access will not see this option.
   

Adding range goals

To add a range goal to a metric:

1. Follow the steps above for adding threshold, range, and recurring target goals.
2. Under Goal type, select Range.
3. To add a range goal based on this metric’s values:
   • Use the dropdowns to select Is between or Is not between and Values. Then, enter numbers for the values.
     
     Range values will display as dotted lines in the visualization. If you choose to be notified, an alert will be triggered when the metric enters or exits the range value. (See step #14.)
4. To add a range goal based on values in other metrics:
   • Use the dropdowns to select Is between or Is not between and Metrics.
     
   • Choose the metric to use for the lower range and upper range by selecting each option, and, on the Select a metric page, choosing the desired metric.
     Note: For best results, ensure that the selected metrics have the same dimensionality and time granularity as the metric you’re applying the goal to. This ensures the goal is visualized appropriately when changing the filtering, time ranges/granularity, or segmentation in the visualization.
     Lower and upper range values for the selected metric(s) will display as dotted lines in the visualization. If you choose to be notified, an alert will be triggered when the metric enters or exits the range between the target metric’s values. (See step #14.)
5. Under Format, at Set colour when inside or outside range, optionally choose a colour to display in bar, line, area, and summary charts when the metric’s value is inside or outside the range (depending on how the goal is configured).
   • If you select Custom, click the colour cube and choose the desired colour by selecting a preset colour, or entering a hexadecimal colour code or R G B values, or by using the eyedropper or sliding colour selector scale.
   • If you don’t want the chart’s colour to change when goal conditions are met, select None.
6. Under Notify immediately, select When range entered and/or When range exited. If you don't want to be notified, deselect both checkboxes.
7. Click Save.
8. To add more goals for this metric, start again at step #5. (See below.)
   Note: To edit or delete a goal, click its 3-dot menu. Users with view-only access will not see this option.
   

Adding recurring target goals

To add a recurring target goal to a metric:

1. Follow the steps above for adding threshold, range, and recurring target goals.
2. Under Goal type, select Recurring target.
3. Under Target time frame, use the dropdown to select from End of each day, week, month, or year.
   Note: The goal’s periodicity must be < = the target time frame, for example, if the periodicity is “Hourly”, then the chosen target time frame can be “End of each day” (or end of each week, month, or year). If the periodicity is “Weekly”, the target time frame can be set to “End of each week” (or end of each month or year).
4. To add a recurring target goal based on this metric's values:
   • Use the dropdown to select Target value and enter a number for the value.
     
     For bar, line, and area charts, the target value will display as a horizontal dotted line, with crosshairs indicating the intersection of target value and target time frame. For summary charts, the target value will display at the right end of the progress bar if the goal hasn’t been reached and as a vertical dotted line if the goal has been exceeded.
5. To add a recurring target goal based on a different metric's value:
   • Use the dropdown to select Target metric.
     
   • Click Select metric, and, on the Select a metric page, choose the desired metric.
     Note: For best results, ensure that the selected metric has the same dimensionality and time granularity as the metric you’re applying the goal to. This ensures the goal is visualized appropriately when changing the filtering, time ranges/granularity, or segmentation in the visualization.
     For bar, line, and area charts, the target metric’s value will display as a horizontal dotted line, with crosshairs indicating the intersection of target metric’s value and target time frame. For summary charts, the target metric’s value will display at the right end of the progress bar if the goal hasn’t been reached and as a vertical dotted line if the goal has been exceeded.
6. Under Format, at Set colour when target hit, optionally choose a colour to display in bar, line, area, and summary charts when the metric’s value reaches the target.
   • If you select Auto, the colour green will display in the chart when a metric with positive direction "up" is above the target value or a metric with positive direction "down" is below the target value. Note: The “direction” of a metric is determined when configuring or editing a metric, using the “Favourable trend” setting.
   • If you select Custom, click the colour cube and choose the desired colour by selecting a preset colour, or entering a hexadecimal colour code or R G B values, or by using the eyedropper or sliding colour selector scale.
   • If you don’t want the chart’s colour to change when goal conditions are met, select None.
7. If you want to be notified immediately when the target is hit, select the check box beside When target hit.
   
8. If you want to be notified based on the target time frame you selected above, under Notify at the end of the time frame, select If target hit and/or If target not hit, depending on the conditions by which you want to be notified.
9. Click Save.
10. To add more goals for this metric, start again at step #5.
    Note: To edit or delete a goal, click its 3-dot menu. Users with view-only access will not see this option.
    

Tips for choosing goal periodicity

When you add a goal to a metric, you select the periodicity by which you want to display the data, for example, you might want to see it on a daily, weekly, or monthly basis. Note: “None” is only available to select if the metric is displaying snapshot data (the most recent values - as of right now).

Here are a few things to consider when choosing goal periodicity:

• Periodicity choice and chart type. When adding or editing a goal, choosing "None" as the periodicity will automatically display the metric visualization as a summary chart. For example, if it was a bar chart and you choose “None” for the goal periodicity, it will change to a summary chart (the best choice for the data). Note: A periodicity of “None” is only selectable if the metric is configured to display snapshot data (the most recent values - as of right now).

What is snapshot data?

• Periodicity settings for transactional data. In transactional data, new values add to previous values (all values are combined to create a total). The metric value is calculated based on the queryable range, for example, if your plan includes a date range of up to 1 year, the metric value will be based on up to 1 year of data at a time. We recommend choosing an appropriate periodicity for transactional data metric goals, based on the amount of data you have access to. Don’t set the periodicity to “None” unless you want to sum the values over the date range window (time period) as defined by your plan. Note: Pricing plan date range restrictions don’t apply to direct to warehouse, semantic layer, or dbt Semantic Layer metrics.

What is transactional data?

• Periodicity settings for current values data. In current values data, new values replace previous values (each import gives you the current value). You may find “None” to be the most effective periodicity setting for current values data metric goals. However, the choice depends on how you want to visualize your goals.

What is current values data?

Displaying metric goals

Goals can be displayed in bar, line, area, and summary charts in a metric overview, in Explorer, and on dashboards.

Goal values can also be displayed for comparison purposes in summary charts and list and pivot tables.

Here are a few things to note about displaying metric goals:

• You can display from 1–10 goals in a single metric visualization. Each bar, line, or area chart can display up to ten goals. A summary chart can display one recurring target goal, or one range goal, or up to three threshold goals. Threshold goals can be combined with up to one range goal in a single summary chart.
   
• Goals inherit the metric’s sharing rights. If a metric is shared with you, you can see its goals (if you have view access) or see and edit its goals (if you have edit access).
   
• Goals are not supported for multi-metrics. Not sure what a multi-metric is? Go here to learn more.
   
• You can add a goal to any metric but, for the goal to display, you'll need to select a bar, line, area, or summary chart, where the metric visualization and goal settings (periodicity, aggregation type, segmentation, and filters) are aligned. For example, if the metric visualization is set to display “monthly” values, the goal periodicity should also be set to “monthly”. In addition, the time frame you select for a recurring target goal needs to align with the metric visualization’s date range, for example, if you select a time frame of “end of each week” for a recurring target and the metric visualization’s date range doesn’t include at least one week of data, the goal will not display on the visualization. Go here for more tips on selecting the optimal periodicity setting.
  Note: If you select “Any” as the periodicity when creating or editing a goal, the goal will display regardless of the metric visualization’s configured periodicity.
   
• Charts will only display a goal if the periodicity and segmentation match that of the goal. Some chart types can’t display segmented goals, either because they can’t show segmented data (summary charts), or because they’re stacked (stacked versions of bar and area charts). Goals are represented by numeric values. Stacked chart styles convert values to 100%, making them inappropriate for plotting goals. Note: Summary charts don’t have periodicity, so the time range must be a single period according to the goal periodicity.

Displaying goals in a metric overview, in Explorer, and on dashboards

The following procedure assumes you’ve already added goals to your metrics.

To display goals in a metric overview, in Explorer, and on a dashboard:

1. To display goals in a metric overview:
   • In the left navigation sidebar, click Metrics to display the Metric List page.
   • Select a metric from the list to open it.
   • In the metric's overview page, click the 3-dot menu for the desired metric view, and select Personalize view.
     Note: You must choose a metric view that can be visualized as a bar, line, area, or summary chart.
   • Go to step #4.
2. To display goals in Explorer:
   • In the left navigation sidebar, click Metrics to display the Metric List page.
   • Click the 3-dot menu for the desired metric and select Open in Explorer.
   • Go to step #4.
3. To display goals on a dashboard:
   • In an open dashboard, click the Edit button in the upper-right corner.
   • Select the desired metric.
   • Click the Display tab.
   • Go to step #4.
4. Under Goals:
   • If the Auto-show compatible goals option is enabled, and the goal settings are compatible with the visualization settings, the goal (or goals) will automatically display.
     
   • If the Auto-show compatible goals option is disabled, select the checkbox beside the goal(s) you want to display.
     
   • If a goal doesn’t display, find out why by hovering over the Info button.
     

Note: Visualization and goal settings need to match for goals to display. If they don’t match, you’ll see this message: “Goal does not align with visualization settings”. To display the goal, click to open the information dialog. Then, click Update visualization settings to show goal, as shown below.

Note: If you want to return to the previous visualization settings, you’ll need to do so manually. The settings won’t auto-revert if you stop displaying the goal.

For visualizations with multiple goals, goals are displayed according to their position in the list. There are limits to the number of goals that can be displayed simultaneously in a single chart. For example, you can only display one recurring target goal at a time in a summary chart. As a result, to see specific goals, you may need to reorder the list. If you see the message “Goal can’t be shown as you’ve reached the maximum number of goals for this visualization”, click the to open the information dialog. Then, click Reorder goals to show this goal, as shown below. Note: You can also manually drag and drop goals to reorder them in the list.

• Under Goal options:
  • Enable the Highlight delta option to visually emphasize the difference between current values and goal target values. Note: This option is only available when visualizing threshold or recurring target goals in bar/column charts.
    
    The following example shows a column chart with the “Highlight delta” option enabled, where a threshold goal is set to “indicate when Page Views is above value 2000”. Note that the delta displays as a darker colour in each column when the threshold goal has not been reached.
    
  • Toggle the Bullet chart style option to display the goal target value, superimposed on each column or bar, as a solid line or as a continuous dashed line. Note: This option is only available when visualizing threshold or recurring target goals in bar/column charts.
    
    The following example shows a bar chart with the “Bullet chart style” option enabled, where a threshold goal is set to “indicate when Page Views is below the value for a ‘Page Views target’ metric. Note that July 7 includes partial data, indicated by the lighter background colour.
    

Displaying goals in bar, area, and line charts

When you add a threshold, range, or recurring target goal to a bar, area, or line chart, the goal value displays as a dotted line. When you add a recurring target goal, a crosshair displays at the intersection of target value and target time frame.

Here are a few things to note about displaying goals in bar, area, and line charts:

• You can display up to 10 goals simultaneously in a bar, area, or line chart, as long as the goal and visualization settings are compatible.
   
• Crosshairs will only display in the metric if the metric’s date range includes the target time frame (the metric periodicity must be greater than or equal to the target time frame). For example, if the target time frame is set to “End of each year” and the metric date range is set to only show one month of data, the crosshairs will not display.
   
• Goals cannot be visualized for bar charts with 100% stacked column and 100% stacked bar styles and area charts with the 100% stacked area style. Goals are represented by numeric values. These chart styles convert values to 100%, making them inappropriate for plotting threshold, range, and recurring target goals.

Adding colour to goals in bar, line, and area charts

If you add colour to a goal, when the goal's conditions are met:

• In bar charts the colour is applied to the relevant bar or column. In the following example, a “Custom” setting is being used to display orange when the metric value meets the configured threshold of 40 000. Note that periods with partial data display a lighter shade of orange.
  
   
• In line and area charts, the colour is applied to the relevant points. In the following example, the “Auto” setting is being used to display green when the metric value meets the configured threshold of 40 000.
  

Here are some examples of metric goals displaying in bar and area charts:

Example 1: You set a threshold goal with a weekly periodicity, segmented by “country”, and apply a Condition setting of Above and a Threshold of 10. The goal will display in a bar chart like this (note the threshold value (10) is indicated with a horizontal dotted line):

Example 2: You set a range goal, with a daily periodicity, no segmentation, and enter values between 1200 and 3500. The goal will display in an area chart like this, with the range indicated by horizontal dotted lines:

Example 3: You set a recurring target goal (value = 2500) with a monthly target time frame and a weekly periodicity. The goal will display in a bar chart like this. Note the goal value is indicated by a horizontal dotted line and the intersection of target value (2500) and target time frame (end of each month) is indicated with crosshairs:

Displaying goals in summary charts

In summary charts, threshold, range, and recurring target goals display somewhat differently. When you set a threshold goal you’ll see how close you are to a goal. Your metric value is tracked as it moves above or below a threshold. When you set a range goal you’ll see if your metric value is inside or outside a set range. These goal types result in a more fluid, less linear pattern than you’ll see in recurring target goals. When you set a recurring target goal you’ll see your metric progress, starting from the beginning and moving toward a goal.

Note: You can add up to 10 goals to a summary chart, however, you can only display one recurring target goal, or one range goal, or up to three threshold goals at a time. Threshold goals can be combined with up to one range goal in a single summary chart.

Adding colours to goals in summary charts

If you add colour to a goal, when the goal’s conditions are met:

• If it’s a threshold or range goal, colour is applied to the current value. In the following example, the "Auto" setting is being used to display a lower threshold goal (red) and a higher threshold goal (green) and the “Custom” setting is being used to display a range goal (orange).
  
  Note: The summary chart example above has multiple goals applied to it. To see the details for each goal, hover over the text “Multiple goals”, as shown below.
  
• If it’s a recurring target goal, the colour is applied to the entire bar. In the following example, the “Auto” setting is being used to display green when the metric value meets the configured threshold of 70 000.
  

Threshold goals in summary charts

• The goal value displays as a vertical dotted line.

• The current metric value is indicated by a vertical, downward-pointing arrow.

• The hash marked area indicates the region, as set by the condition of “above” or “below” the threshold target value. Notifications for the goal (if enabled) will be sent when the metric value enters this region of the chart.

Range goals in summary charts

• The goal range borders are indicated by vertical dotted lines.

• The current metric value is indicated by a vertical, downward-pointing arrow.

• The hash marked area within the chart indicates the goal range. Notifications for the goal (if enabled) will be sent when the metric value enters or exits this region of the chart (depending on your notification settings).

Recurring target goals in summary charts

• Recurring target goals display as a progress bar and are always read from left to right.
   
• The range start (at the left end of the progress bar) depends on the metric visualization’s data shape. For current values (snapshot) data, the range start is the previous known value. For other data shapes, for example, transactional data, the range start is zero.
   
• The chart displays either a blue or a red progress bar. If the bar is red, it likely requires your attention. For snapshot metrics, a red progress bar indicates the metric value is worse than the previous period value, according to the positive direction of the metric. For transactional metrics, a red progress bar displays if the current value is further from the goal than zero (and is worse than zero), according to the positive direction of the metric. The bar will also be red if the value exceeds the goal target, when exceeding the goal target is worse than the target, according to the positive direction of the metric. Note: Whether ascending or descending values are considered “negative” or “positive” depends on the metric’s configured “Favourable trend” settings.
   
• The goal value displays numerically at the right end of the progress bar if the goal hasn’t been reached. If the goal has been exceeded, the goal value displays as a vertical dotted line. 

• See below for an example of a recurring target goal that hasn’t been reached:

• See below for an example of a recurring target goal that’s been exceeded:

• The current metric value displays within the blue or red section of the progress bar, as a percentage or a numeric value in relation to goal completion. (See below).

Displaying goal value comparisons in summary charts and list and pivot tables

You can compare goal values against metric values in summary charts and list and pivot tables in a metric overview, in Explorer, and on dashboards.

In summary charts, when you select a goal as a comparison, the comparative period’s data displays below the current value. (See the following example.)

In tables, when you select a goal as a comparison, a fixed column is added to the table that displays a percentage change, a value change, or the goal value being used for the comparison. (See the following example.)

Accessing goal details

You can access goal details from:

• Your list of notifications (by clicking the Bell icon in the left navigation sidebar). Here you’ll see the goal name and description and its status. If you click on a goal notification, you’re taken to the associated metric with the goal displayed.
   
• An open metric (by clicking the Goals tab and selecting a goal under Goals & Notifications). On each goal tile, you’ll see the goal name, description, and goal owner's name. You can also edit or delete a goal here using the 3-dot menu.

Being notified when metric goals are reached

You can choose to be notified about the progress of metric goals you create and those that are shared with you. By enabling notifications, you'll receive in-app and email notifications when goals are reached.

PowerMetrics includes two types of goal notifications:

• Email notifications: An email notification is sent when a metric goal is reached. This ensures everyone is informed even if they’re not logged into PowerMetrics. Email notifications include the date and time the goal was reached and a quick link to go to the metric (with the goal displayed) in PowerMetrics.
   
• In-app notifications: A message pops up on the PowerMetrics screen when a metric goal is reached. This enables you and your team to react quickly to changes in data when needed. In-app notifications include the time the goal was reached. If you click anywhere in the notification, the metric opens with the goal displayed.

Viewing and managing goal notifications

On the Notifications page, accessed by clicking the Bell icon in the left navigation sidebar, you can view all of your active notifications, starting with the most recent 5 items and sorted in descending order by creation date. Selecting a notification from the list opens the associated metric with the goal displayed.

The Notifications page is also where you enable and disable email and in-app notifications (using on/off toggles, accessed by clicking the 3-dot menu as shown below.

Here are a few things to consider for notifications:

• Enabling and disabling notifications. When you have notifications enabled, you’ll receive notifications for all of the goals you create and those that are shared with you. You can’t turn notifications on and off for individual metrics and goals.

Note: Disabling and enabling email notifications for your goals also enables and disables other email notification types (for example, token expiry emails). The only exception is the email notifications you receive when colleagues share metrics with you. You’ll continue to receive those even if you disable email notifications here.

• Notification expiry. Notifications expire and are removed from your list after 30 days. When a metric is deleted, its goals are also deleted. If there were notifications for the metric’s goals, they’ll be retained in your list until they expire but you won’t be able to interact with them.

Notifications for threshold goals

When you add a threshold goal to a metric, you can choose to be notified when the metric value crosses above the threshold or when the metric value crosses below the threshold.

If you choose to be notified when the metric value crosses above the threshold, you’ll receive a notification when:

• The metric value is equal to or exceeds the threshold, for example, if the threshold value is “5”, you’ll be notified when the metric value crosses the threshold and is > = 5.

You are notified once when you cross above the threshold. For example, If the threshold value is “5” and you’re notified when the metric value is “5”, you won’t be notified again if the metric value increases to “6”.

Note: You’ll also be notified if the metric value crosses from above the threshold to below the threshold and then back above the threshold. For example, if the threshold value is “5” and the metric value was “6”, went down to “4”, and then back up to “5”, you’ll be notified that it crossed above the threshold.

If you choose to be notified when the metric value crosses below the threshold, you’ll receive a notification when:

• The metric value drops below the threshold, for example, if your threshold value is “5”, you will be notified when the metric value < = 5.

You are notified once when you cross below the threshold. For example, If the threshold value is “5” and you’re notified when the metric value is “4”, you won’t be notified again if the metric value decreases to “3”.

Note: You’ll also be notified if the metric value crosses from below the threshold to above the threshold and then back below the threshold. For example, if the threshold value is “5” and the metric value was “4”, went up to “6”, and then back down to “4”, you’ll be notified that it crossed below the threshold.

Notifications for range goals

When you add a range goal to a metric, you can choose to be notified immediately when the metric value enters and/or exits a defined range. If you select both “enters” and “exits”, you’ll be notified every time the value crosses the range boundaries.

Notifications for recurring target goals

When you add a recurring target goal to a metric, you can be notified immediately when the target is hit. You can also choose a time frame (end of each day / end of each week / end of each month / end of each year) to signify when you want to be notified that the target is or is not hit.

If you choose to be notified immediately when the target is hit, you'll receive a notification when:

• The metric value hits the target value, regardless of the selected target time frame.

For example, if you set a time frame of “end of each week” and you hit the goal on day 2 of the week, you’ll receive the notification then, not at the end of the week.

If you choose to be notified at the end of the time frame if the target is hit, you’ll receive a notification:

• At the end of the target time frame you selected, for example, if you chose “end of each day”, you’ll be notified at the end of the day if the metric value hit the target value.

If you choose to be notified at the end of the time frame if the target is not hit, you’ll receive a notification:

• At the end of the target time frame you selected, for example, if you chose “end of each week”, you’ll be notified at the end of the week if the metric value at that time is below the target. Note: As per PowerMetrics settings, the first day of the week is Monday and the last day of the week is Sunday.

Goals overview (video)

For an overview on goals, watch this short video: