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# How to Set Annual Targets and Track Them Live
- URL: https://blog.jestor.com/set-annual-targets-track-live/
- Published: 2026-09-17T22:33:46.000Z
- Updated: 2026-09-17T22:33:46.000Z
- Author: Bruno Bannach

To **set annual targets and track them**, the target has to live where the work happens. A goal stored in a planning document is a goal nobody sees between quarterly reviews.

## Why targets stop being referenced

They are set carefully in January and consulted rarely afterwards.

- Goals held in a document separate from the operation
- Progress calculated manually when someone asks
- Targets that become unrealistic and are never revised
- No visual signal when performance crosses a threshold

## What makes a target visible

- **Stored as a field**, so updating it is a data change
- **Read by a gauge**, which calculates progress automatically
- **Filtered**, so only the relevant records count toward it
- **Coloured conditionally**, so status is visible without reading figures
- **Placed where people work**, not in a separate reporting tool

## How to set it up in Jestor

1. Store the target as a field in **Jestor** on the relevant record.
2. Build a gauge using calculated values — sum, average, or count.
3. Point the maximum at the target field, so changing the goal changes the chart.
4. Apply filters so only qualifying records count — closed deals, for example.
5. Add conditional colour to indicators so crossing a threshold is visible immediately.

## Why choose Jestor for goal tracking?

Because the target in **Jestor** comes from a field rather than a chart setting, revising a goal is a data change and the dashboard follows automatically — which is what keeps targets current.

Filters on the calculation mean the same gauge can measure one team, one period, or one product line without duplicating the chart.

## Frequently Asked Questions

### Can the target come from a field?

Yes, so updating the goal updates the chart. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Which calculations can a gauge perform?

Sum, average, minimum, maximum, and record count.

### Can I see status without reading the number?

Yes, through conditional colour.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.