Use cases · Owners
Set the quarter's goal and hear when it slips
A goal measured every day, and a word when it moves.
- Best for
- Owners who run on targets.
- You give it
- A named measure, a target and a period.
- Where it runs
- App, Mini, Workflow
- Needs
- Any plan with the module on.
How it runs.
- Set the goal.
- It is measured every day: On pace, At risk or Off pace.
- A Mini can bring the reasons, and a workflow can open a review task.
You get
A goal on the board, and a notice when it moves.
You decide
Publishing a workflow always waits for a person.
More for ownersAll use cases
- Reports & dashboardsAsk a question, keep the chartWhere this lives
- Clear a morning's paperwork in one requestThe quote, the order, the reminders and the number, waiting for one yes.Chat · App
- Get a morning brief of what needs you firstEvery weekday, the deals due and the customers waiting on you.Mini
- See how the month went, and keep the chartAsk in words; get the number, the chart, and the records behind it.Chat · App
Give the Agent this job.
Start free, and see the result wait for your yes.