Enter the current value for any objective you're setting for yourself.
Enter the target value you'd like to reach by the moment specified in your timeline.
This is the number of months before reaching your stated objective value.
This is a starting growth rate that you can decide and input, based on what you feel is reasonable. It will be useful to check this against the 'Growth Rate Needed' value produced at the bottom of this model.
This chart shows the added value being introduced each month. If, for example, you objective was measuring 'Website Visits', this chart would show the number of new visitors needed, on top of last month's traffic.
This shows the total value for a given metric and objective, month over month, based on your inputs.
This chart simply plots the two outputs above on the same chart for comparison.
This will show the monthly value at the end of the period stated. So, if you set your timeline value for '6 months', this figure will show the value of your objective, at the inputted growth rate, in 6 months' time.
This outputs the monthly growth rate (as a percentage) that would be required to meet your target in the timeline given.
Areas describe core functionalities of business. Where these might be 'departments' in larger companies, for solo businesses it might be more appropriate to simply think of these as areas of business.
Pre-built into this template are 9 key business areas.
For all advertising and distribution efforts.
For all content-related goals such as content creation and engagement.
For business and personal financial goals. From monthly revenue to cashflow thresholds and personal savings goals.
If you have a product or core offering that you're developing, list any objectives for its build here.
If your primary offering is service-based, list objectives for services delivery like 'keep project onboarding under 60 minutes'.
This can be as simple as setting a target date to have all legal requirements in place. Or it may be a longer term goal to not have any issues arise.
This is where we list objectives regarding our audience, customer base and/or community. Customer success goals—like customer feedback—can also be listed here.
This would typically be a department job, but for solo businesses the area of 'human resources' has to do with taking care of our own wellbeing, engagement and documentation. It also covers any goals for outsourcing work and hiring (if you do any).
This is where we set objectives for the larger business vision and mission. Objectives aren't always the best place for this one, but as a key area—thinking about and working on the business itself is an important regular executive function.
Before setting these figures, you'll need to know your metric.
The target and current fields are set as number values—so you won't be able to input the name of the metric in the input box: 'e.g. 1000 Sales'
Instead, simply input the number value for your goal, then link the metric below.
Rather than strict deadlines, we have preset a 'check-in date' for each objective you set. This is because often we'll want to set an objective without having all the information we need to set an accurate target.
At the time of creating the objective, we can simply give our best estimate, with a target check-in date to see how things are progressing.
If you reach your check-in date and you're not close to your target, or perhaps you've blown right by it, you can adapt your objective target accordingly.
The metrics field is linked to the 'Metrics' database. This way, you can add rich information about each metric, such as 'source', 'rollups' and 'links' for better filtering and navigation.
The progress field is a formula set to display a percentage value for the current / target values in the given m
There are two fields that make up this bar, although by default only the progress 'bar' shows:
A formula calculating the percentage value for the current / target proportion;
A formula converting this value into the more aesthetic circular progress bar you'll see across your dashboards.