All guides, by feature
Set your fiscal year and pace warning
Set the month your fiscal year starts and your pace warning in the bar at the top of Goals, then press Save defaults.
Before you start
- Who can do this
- Agency Owner or Admin
- Availability
- If enabled for your agency
- Where in Orbit
- Sidebar › Manage › Goals
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Goals.
In , choose the month your fiscal year begins.
In Pace warning at, enter a percentage from 1 to 100. A Reach goal below this share of its target turns red.
Press Save defaults.
When it worked
The bar reads “Defaults saved.” Fiscal year and Quarter periods, and the colour of every Reach goal, follow the new settings.
If something goes wrong
Orbit showsPace warning must be above 0 and at most 100%.
Enter a whole number from 1 to 100.
Orbit showsFiscal year start must be a month between 1 and 12.
Choose a month from the Fiscal year starts list.
Periods use a different timezone from yours.
Periods follow your agency’s timezone, shown as “Periods are computed in …”. It isn’t set here.
How it works
Explainer: Goal defaults: fiscal year and pace warning
Three agency-wide defaults sit above the goals: Fiscal year starts, Currency and Pace warning at. Fiscal year starts sets when Fiscal year and Quarter periods begin, and Pace warning at sets where a Reach goal turns from amber to red.
- Pace warning starts at 90%. Enter a whole number from 1 to 100.
- It applies to Reach goals only. Stay at or above, Stay at or below and Hold within band have fixed thresholds.
- Fiscal year starts takes a month. Fiscal quarters follow from it.
- Periods are computed in your agency’s timezone, shown as “Periods are computed in …”.
- Defaults apply to every department. Press Save defaults to keep them; saving a department’s goals doesn’t save them.
Explainer: Goal periods
A goal’s period, set in Measured over, is the stretch of time its actual is counted over. Every period ends today, in your agency’s timezone.
| Period | Shows as | Covers |
|---|---|---|
| Fiscal year | FY… to date | From the month your fiscal year starts to today |
| Quarter | FY… Q… to date | Your current fiscal quarter to today |
| Month | month to date | The 1st of this month to today |
| Rolling 12 mo | trailing 12 months | The last 12 months |
| Rolling 90 days | trailing 90 days | The last 90 days |
| Rolling 30 days | trailing 30 days | The last 30 days |
| Per flight | whole flight | Each plan’s whole flight |
| Always on | right now | A reading at this moment |
- Each KPI offers only the periods it can be measured over. A KPI with no date to slice by, such as Clients on plan, is Always on only.
- The timezone is shown above your goals: “Periods are computed in …”.
- Fiscal year and Quarter follow the Fiscal year starts month in your defaults.
- If a Reach goal reads well over target, check the period matches how the target was set, for example an annual target on a Fiscal year goal.
Explainer: Goal types and their colours
A goal type says what good looks like for a KPI: reach a target, stay above or below it, or hold within a band. It decides when the pill on Mission Control turns green, amber or red.
| Goal type | Green | Amber | Red | Pill |
|---|---|---|---|---|
| Reach | At or above 100% of target | At or above the pace warning (90% by default) | Below the pace warning | “92% of target” |
| Stay at or above | At or above target | Up to 5% below | More than 5% below | “At or above floor” / “Below floor” |
| Stay at or below | At or below target | Up to 10% over | More than 10% over | “Within ceiling” / “Over ceiling” |
| Hold within band | Between low and high | Outside the band | Never | “Inside band” / “Outside band” |
| Track only, no target | Grey | Grey | Grey | “Tracked, no target” |
- Enter percentages as whole numbers: 95 means 95%.
- A Reach goal above 125% of target adds “Well over target — check the period this goal is measured over.” to the tile. That usually means the period doesn’t match the target.
- A new goal starts with its KPI’s usual type, such as Stay at or below for Blended CPA. Change it in Goal type.
- A goal with no value yet shows on Mission Control as a number with no target.