How to Set Annual Targets and Track Them Live

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

Store the target as a field in Jestor on the relevant record.
Build a gauge using calculated values — sum, average, or count.
Point the maximum at the target field, so changing the goal changes the chart.
Apply filters so only qualifying records count — closed deals, for example.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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