Data Target Tracking

When data is linked to a Data Activity in a Pathway, users can follow their progress by viewing goal rings on their app dashboard. Data can be integrated and automatically updated using the API, or new data can be uploaded by admins on a regular basis.

A data tracking activity on a pathway must be fulfilled before the user can proceed. In the form of a goal ring, the data will be visible to users on their app dashboard and can be used to track progress towards their target.

Data Tracking Example

Have a look at our example of tracking new leads acquired on a month-to-month basis. We are referencing data that includes a dynamic goal type - a unique target value can be assigned to each user, thus personalising the goal ring.

In this scenario, we have used data (added as a collection in Data Manager) to track new leads acquired by each employee on a monthly basis.

Data Settings

Data Settings will depend on how data is structured, what needs to be tracked, and how often it data needs to be updated.

Data Setting	Description
Collection	Choose a collection (created in Data Manager) that has been added to Linked Data in your Pathway.
Goal Title	Name the goal ring (this will be visible to users on their app dashboard).
Ring Colour	Pick a colour for the goal ring.
Data Formula
	Sum Total. Total of all rows for that user
	Latest Daily, Weekly, Monthly or Annual Value. The value of the row with the latest date
	Latest Value. Latest value for that user based on time
	Average. Average of all rows for that user
Date Column
	Pick the column that contains the data you are tracking e.g. TARGET column
	Pick the column that contains the dates/timestamps e.g. DATE column
Date Range	Look at data within specific timeframes, i.e. a goal is reset based on the date range chosen, e.g. day - goal resets each day. e.g. month - goal resets every month.
Goal Type
	Static Value. Provide a static number that needs to be reached in order for the user to fulfil their goal, e.g. 20 sales, 10 leads.
	Dynamic Value. Allow goals to vary from one column to another, e.g. Jo's target is to make 100 sales; Alex's target is to make 150 sales.
Target Column	Specify the target column for a Dynamic Goal Type
Target Formula	Specify the formula that must be applied to the target column for a Dynamic Goal Type

Generally, the Target Column should be a Current Value for what the users need to reach in total. When using Dynamic Targets, the "Latest Value" formula is typically what should be used.

Dashboard: Goal Ring Example

Here is an example of what the goals rings might look like on the user's app dashboard:

Tracking New Leads & Pathway progress goal rings