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      Setting a Widget Goal in Business Insights

      Establishing a goal on a widget can provide clear targets and facilitate focus.

      Setting goals in your Business Insights widgets is a great way to track progress and performance against key metrics. Whether it's a financial target, a customer service objective, or any other business key performance indicator, establishing a goal on a widget can provide clear targets and facilitate focus. Here are the steps to set a goal for a widget in Business Insights.

      Steps to Set a Widget Goal

      1. Select the Widget:

        • Find the widget on your dashboard that you want to set a goal for.

      2. Access Goal Settings:

        • Click the three dots in the upper right corner of the widget.

      3. Initiate Goal Setting:

        • From the dropdown menu, select "Set Goals."

      4. Check Application Compatibility:

        • A pop-up window will appear, indicating whether the selected widget supports goal setting.
          • If the widget supports goal setting, you can proceed to the next step.
          • If the widget does not support goal setting, a message will notify you, and you can close the popup window as setting a goal will not be possible.

      5. Configure Goal Settings:

        • If your widget supports goal setting, complete the necessary fields in the popup window. This may involve specifying target values, timelines, or other relevant parameters for your goal.

      6. Save the Goal:

        • After entering the goal details, click the "Save Goals" button.

      7. Update Your Dashboard:

        • Refresh your screen to update your dashboard with the newly set goal.

      Completing the Goal Setup

      • Dashboard Update: Your dashboard should now reflect the new goal on the selected widget.
      • Successful Configuration: You have successfully set a goal for your widget.

      Tips for Effective Goal Setting in Widgets

      • Choose Relevant Goals: Make sure the goals you set are relevant and meaningful to your business objectives.
      • Regular Monitoring: Regularly review your widget goals to track progress and make adjustments as needed.
      • Adjust Goals As Necessary: Don't hesitate to update or change your goals as your business priorities or circumstances evolve.