How to navigate through the feature - Planner Goal
Follow the step-by-step creation flow shown below.
Planner → Kanban Board → Budget → Planner Goal
This section showcases all your goals related to the plan at one place. A goal here is the result you want to achieve under a plan. Let's say you want 100 subscribers by the end of the month. This is a plan you want to achieve at a definitive time, under which you might have several goals that you have to fulfill. The goal here could be to increase the email frequency or put up more ads which could in turn lead to increase in your subscribers.
Here, you can add a new planner goal like when you first set up the planner in the Primary Planner page, including setting the Planner Name, Metrics, Target, and Drilldown, if required.
Click here for more information on creating a planner goal
Your primary goal is indicated via a yellow star. You can also choose to change your primary goal by simply clicking on the star icon on the plan that you desire to choose, and you'll have changed your primary goal.
This section also gives you the option to Edit, Clone, or Delete the goals. You can add any number of goals you require.
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