> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Goals & KPIs

> Create goals, set targets by tier, partner, or segment, assign them to partners, surface progress in the portal, and nudge partners in Introw.

**Open in Introw:** [Goals](https://app.introw.io/settings/goals)

## How it works

Goals live under the Portal group at Settings, Goals. You create a goal, define what it measures, a
count of objects or a sum of a property, and set a frequency: one-time, monthly, quarterly, or
yearly. The object can be a CRM object or certifications. Targets are assigned tier based, partner
based, or segment based, and you set the per-partner target values.

Progress is computed automatically from CRM object lists and certification records. Goal detail views
group partners by achieved, on track, and at risk. You assign a goal to partners, surface it through
a Goals section in a portal experience so assigned partners see their own progress, and nudge
partners who are behind.

## Prerequisites

* A connected CRM with the relevant objects mapped, and partner attribution configured so progress is credited per partner.
* Goals write access (the goals write scope).
* Available goal quota on your plan.
* Tiers or segments defined, if you assign targets that way.
* Your fiscal year start set in Company settings, if your reporting periods do not follow the calendar year.

## Settings & configuration

Goals are managed at [Goals](https://app.introw.io/settings/goals).

### Definition

Set the name, description, aggregation (count of object or sum of property), and frequency.

### Object type

Choose a CRM object or certifications as the thing being measured.

### Target type

Assign targets tier based, partner based, or segment based, then set the target values.

### Fiscal year start

Quarterly and yearly goals bucket progress into periods. If your fiscal year does not start in
January, set the fiscal year start date under [Company settings](https://app.introw.io/settings/company)
("Fiscal year start date") so goal quarters and years align with your fiscal calendar and the fiscal
presets appear in date pickers. This is an organisation-wide setting that also applies to reports.

### Assignment

Assign the goal to partners from its detail page. A goal becomes visible to a partner once it is
assigned to them and surfaced through a Goals section in a portal experience.

### Portal display

Add a Goals section to a portal experience and choose which goals to show; only goals assigned to a
partner appear for them.

### Nudging

Use the nudge action to prompt partners who are behind on a goal.

## Setup walkthrough

<Steps>
  <Step title="Open Goals">
    Go to [Goals](https://app.introw.io/settings/goals) and create a goal.
  </Step>

  <Step title="Define the metric">
    Set the aggregation, object, and frequency.
  </Step>

  <Step title="Set targets">
    Choose tier, partner, or segment targets and values.
  </Step>

  <Step title="Assign and surface">
    Assign to partners and add a Goals section to a portal experience.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Launch a partner goal" icon="book-open" href="/features/reporting/goals/guides/launch-a-partner-goal">
    Set a goal end to end: define what it measures, set targets by tier, assign it to partners, and surface live progress in the partner portal.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Your plan sets how many goals you can create. A goal only shows to a partner once it is assigned to them and surfaced through a Goals section in a portal experience. Tier and segment targets require partners to be assigned to a tier or segment. Progress reflects the CRM objects or certifications the goal counts.
</Warning>

## Troubleshooting

* **You cannot create a goal** - you have reached your plan's goal limit.
* **A partner has no target** - they are not in the tier or segment the target applies to.
* **A partner cannot see a goal** - it is not assigned to them, or no Goals section surfaces it in their portal experience.