Why Set Objectives?

Setting clear objectives in the AI Growth Advisor is essential for achieving financial, marketing, and operational goals. Well-defined objectives provide direction, help measure progress, and ensure informed decision-making, making AI Growth Advisor a strategic tool for business growth and efficiency.

How to Set and Track Objectives in AI Growth Advisor

Step 1: Access the Scorecard Editor

1. Log in to AI Growth Advisor and navigate to the Scorecard section from the left-side menu.
2. Click "Add Success Metric" or select an existing metric to edit.
3. The Scorecard Editor will open, allowing you to define new objectives and track existing ones.

Step 2: Define Your Objective

1. Locate the Objective field in the Scorecard Editor.
2. Enter your goal (e.g., Increase Income, Reduce Expenses, Improve Profitability).
3. Assign a Responsible Party (RP) to ensure accountability.

Step 3: Set Up a Metric

1. Under Metric Setup, choose how you want to define the metric:
   • Library – Select a predefined metric from the system.
   • Normalization – Adjust data for consistency across locations.
   • Custom – Create a personalized metric tailored to your business needs.
   • Calculated – Use formulas to generate insights from multiple data points.
2. Click "Add Metric from Library" or enter a new metric manually.
3. Assign a Goal value to define success.

Step 4: Track Progress

1. Use the Scorecard Overview to monitor progress on your set objectives.
2. The system visually represents goal progress through a progress bar and numerical indicators.
3. Enable the "Data Quality Check" to ensure the accuracy of recorded metrics.

Step 5: Update Goal Status

1. If new progress has been made, click "Save" to update the objective.
2. Adjust goal parameters as needed based on performance insights.

Tips for Effective Goal Tracking

• Regular Check-ins – Monitor progress frequently to stay on track.
• Keep Data Updated – Ensure real-time accuracy in goal tracking.
• Celebrate Milestones – Recognize and reward key achievements.

Final Thoughts

AI Growth Advisor's Scorecard Editor makes setting and tracking objectives easy and efficient. Following these steps, you can align your business goals, track progress, and drive success with real-time insights.