Visit.org — Dashboard Settings

Platform SMB Sales & Renewals Security Utilization Settings

Yearly KPI goals

Targets per calendar year, one card below per year. Platform fields back the Platform dashboard, SMB fields back the SMB dashboard's revenue goal and its three engagement rates, and Sales & Renewals fields back that dashboard's New Business / Renewals / Expansion goals. Leave a field empty to skip that goal — the SMB dashboard falls back to 2% / 55% / 2 for the engagement rates when left empty. Quarters opens a per-quarter split for the three sales metrics — fill those in and the field above becomes their sum.
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Goals are company-wide (they ignore dashboard filters). Progress bars show actual vs. goal with a tick mark for where you "should" be at this point in the year if progress were linear.