Defining Goals.

How to define goals and track performance against them.

Goals are high level targets you input manually into Jirav.
Plans are model based, built from the bottom-up and are more accurate than goals.

In this example, we'll set revenue goals based on the marketing funnel with the following dates:

Lite Users:

• Set goals for 2018 in January
• Goals vs. Actuals variance report in March 2018

Pro Users

• Set goals for 2018 in January
• Create plan for 2018 in January
• Goals vs. Plan, tracked in January 2018
• Goals/Plan vs. Actuals variance report in March

Create goalsSetup > Goals

Access Setup in far right of the app underneath your company name.

​

​

Create custom goals that match your business

​

​

Name your goals and map them to a line in your model

 

​

Protip: Goals can be mapped to any line in the model, including custom lines from a Google Sheet.

​​

Track goal performanceReport: compare last year actuals to goals

Report > Goals > Actuals data set compared to Goals

​

​

​