Setting advanced goals for each metric in AI Growth Advisor ensures better tracking, performance evaluation, and data-driven decision-making. Follow these steps to configure and monitor advanced goals for your scorecards.

Step 1: Navigate to Scorecards

1. Log in to your AI Growth Advisor account.
2. Select the "Scorecards" option from the left-hand navigation bar.
3. Here, you'll find a list of all scorecards set up for your organization.

Step 2: Choose Your Scorecard

1. Click on the scorecard where you want to define advanced goals.
2. This will open the Scorecard Editor, where you can view and configure all metrics.

Step 3: Access the Advanced Goal Setup

1. Under Metric Setup, locate the metric where you want to set a goal.
2. Enter a standard goal value in the Goal field.
3. Click "Advanced Goal Setup" to define additional goal criteria.

Step 4: Define Advanced Goals

1. You will be redirected to the Custom Goal Settings page.
2. Here, you can set a default goal value for the selected metric.
3. Customize the goal further based on:
   • Location Name
   • State
   • Years Open
   • Prior Period Actual Value
   • Monthly Targets (Jan - Dec)
4. Use the "Previous Year" and "Next Year" buttons to compare past and future targets.

Step 5: Save and Monitor Goals

1. Click "Save Goals" to finalize your settings.
2. If needed, export goal data by clicking "Export to Excel".
3. Regularly monitor the Scorecard Overview to track progress toward your goals.

Tips for Success

✔ Be Specific – Set clear, measurable targets for each metric.
✔ Regular Monitoring – Review goal progress frequently to ensure you’re on track.
✔ Adjust as Needed – Modify goals in response to real-time performance and evolving business needs.

Setting custom, data-driven goals helps ensure your organization stays on track for success. Use AI Growth Advisor’s advanced goal settings to create precise, flexible, and measurable targets for each metric.