reporting goals monthly

how would I show company goal for a month and what the progress is month to date; same as for team goal and what the process is month to date?

Welcome, @Heather_Simpson,

You could filter to only see active open) goals:

and include the period in the name of each goal (“Nov 2024 YXZ Campaign”).



This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.