---
title: Goals Overview
description: Account Administrators, Group Owners, & Group Admins can manage board performance by setting, editing, tracking & archiving Goals.
---
[Skip to content](https://docs.boardable.com/knowledge/goals-overview#main-content)
![boardable-logo-dark-1.png\]](https://docs.boardable.com/hs-fs/hubfs/Logos/boardable-logo-dark-1.png?height=38&name=boardable-logo-dark-1.png)
Open main navigation
Close main navigation
- [Go to Boardable](https://app.boardable.com/login)
[Go to Boardable](https://app.boardable.com/login)
Advice and answers from the Boardable Team
- There are no suggestions because the search field is empty.
1. [Help Center](https://docs.boardable.com/knowledge?hsLang=en)
2. [Tasks & Goals](https://docs.boardable.com/knowledge/tasks-goals?hsLang=en)
3. [Goals](https://docs.boardable.com/knowledge/tasks-goals?hsLang=en#goals)
# Goals Overview
## Account Administrators, Group Owners, & Group Admins can manage board performance by setting, editing, tracking & archiving Goals.
#### [Goal Tracking Overview](https://docs.boardable.com/knowledge/goals-overview#goal-tracking-overview) [Keep Your Board on Track](https://docs.boardable.com/knowledge/goals-overview#keep-your-board-on-track)
#### [Goal Tracking: Set, Edit, Track and Archive](https://docs.boardable.com/knowledge/goals-overview#goals-tracking)
---
### **Goal Tracking Overview**
Take board performance to the next level by creating visibility into its goals and growth initiatives. Set benchmarks for the organization, its committees, and board members.
Even if not used, this feature cannot be removed from the main menu panel or dashboard.
---
### **Keep Your Board on Track**
Boardable's Goals feature can be used to help organizations track the progress of any number of different initiatives:
- Fundraising progress
- Event signups
- Board giving
- Volunteer recruitment
- Key performance indicators
Goals allow the creation of specific and measurable goals to track an organization’s key performance metrics, set a goal's timeframe, and use trackable benchmarks to specify the type of goal the organization wishes to accomplish.
#### **Who Can Set, Monitor, and Track Goals:**
- Administrators
- Group Owners
- Group Admins
#### Benchmark Types:
- Currency (USD or $ only)
- Number
- Percentage
---
### **Goal Tracking**
#### Setting or Creating a Goal:
1. Click **Goals** from the left navigation menu
2. Click **+ Goal** in the upper right of the *Goals* page
3. On the *Create a new goal* page enter the following information:
1. *Name:* create a name, or title, for the goal. Create a *Name* for the goal
2. *Description:* outline any helpful specifics or details about the goal
3. *Goal Type*: click into the **Goal Type field** to select from the following goal types in the drop-down menu:
1. Number
2. Currency
3. Percent
4. *Start Date:* click into the **Start Date field** to open a calendar view to select the date on which tracking for or working toward the goal will begin
5. *Initial Amount/Count/Percent*: this field will be titled based on the *Goal Type* set above; type the starting point for the goal into the box
6. *Target Date:* click into the **Target Date field** to open a calendar view to select the date by which the goal is intended to be reached
7. *Goal:* type the goal the organization would like to reach in either number, currency, or percent format, based on the *Goal Type* set above
4. Adding more targets: if the goal has multiple targets, or benchmarks, click the **Add Another Target** button below the *Target Date* fields to add more target dates and goals. Click the **x** to the right of a *Target Date* to remove it
5. In the *Privacy* section click either **Open**, allowing anyone assigned to the goal to view detailed information about progress, or **Private** to allow only admins and group admins to view the progress details
6. Assign the goal to a group(s) or individual(s) by clicking into the **Assign People & Groups field** and selecting the desired group(s) and/or individual(s)
Click **Goals** from the left navigation menu
Click **+ Goal** in the upper right of the *Goals* page
On the *Create a new goal* page enter the following information:
1. *Name:* create a name, or title, for the goal. Create a *Name* for the goal
*Name:* create a name, or title, for the goal. Create a *Name* for the goal
- *Description:* outline any helpful specifics or details about the goal
*Description:* outline any helpful specifics or details about the goal
- *Goal Type*: click into the **Goal Type field** to select from the following goal types in the drop-down menu:
1. Number
2. Currency
3. Percent
#### Track and Add Progress
Keep stakeholders informed, empower the board, and engage the team by documenting progress made toward the goal.
1. Select the goal for which progress should be added by clicking the **goal's name** on the *Goals* page
2. Click **Add Progress** in the upper right
3. In the *Add Progress* window enter the following information:
1. *Date:* the date on which the progress is reported
2. *New total:* the new total amount reported toward the goal.
1. **NOTE:** this should be the total number, amount, or percentage that has been acquired to date. For example, if your organization has raised $500 and receives a $100 donation, when that progress is reported the new total entered should be $600 to accurately reflect total progress made toward the goal.
3. *Memo:* add any details or specifics about the progress made
4. *Person Responsible:* if desired, the name of the person responsible for the progress may be added here
4. Click **Save**
#### **Hold The Board Accountable**
Visual updates give stakeholders a pulse on progress, while also highlighting where increased efforts are needed. Boardable will display a chart of progress toward the overall goal based on the timeframe and progress updates entered for all assigned users.
#### **Archive a Goal**
Once a goal is achieved, or the end date has passed, the goal may be archived (goals are not deleted)
1. Select the goal that is being archived by clicking the **goal's name** on the *Goals* page
2. Click the **three dots** to the left of the *Add Progress* button on the top right of the page
3. Click **Archive Goal**
4. Confirm by clicking **Ok** in the *Are you sure?* window
---
- [Boardable Overview](https://docs.boardable.com/knowledge/boardable-overview?hsLang=en#main-content)
- [Boardable Overview](https://docs.boardable.com/knowledge/boardable-overview?hsLang=en#boardable-overview)
- [Manage Your Subscription](https://docs.boardable.com/knowledge/boardable-overview?hsLang=en#manage-your-subscription)
- [Getting Started](https://docs.boardable.com/knowledge/getting-started?hsLang=en#main-content)
- [Quick Start Guides](https://docs.boardable.com/knowledge/getting-started?hsLang=en#quick-start-guides)
- [Login and Setup](https://docs.boardable.com/knowledge/getting-started?hsLang=en#login-and-setup)
- [Use Boardable Mobile](https://docs.boardable.com/knowledge/getting-started?hsLang=en#use-boardable-mobile)
- [Use Boardable Desktop](https://docs.boardable.com/knowledge/getting-started?hsLang=en#use-boardable-desktop)
- [Boardable Group Trainings](https://docs.boardable.com/knowledge/getting-started?hsLang=en#boardable-group-trainings)
- [Document Center](https://docs.boardable.com/knowledge/document-center?hsLang=en#main-content)
- [Manage Documents](https://docs.boardable.com/knowledge/document-center?hsLang=en#manage-documents)
- [Annotate and Edit Documents](https://docs.boardable.com/knowledge/document-center?hsLang=en#annotate-and-edit-documents)
- [Manage Document Signatures](https://docs.boardable.com/knowledge/document-center?hsLang=en#manage-document-signatures)
- [Meetings](https://docs.boardable.com/knowledge/meetings?hsLang=en#main-content)
- [Create and Configure Meetings](https://docs.boardable.com/knowledge/meetings?hsLang=en#create-and-configure-meetings)
- [Manage Meeting Invitees](https://docs.boardable.com/knowledge/meetings?hsLang=en#manage-meeting-invitees)
- [Create Meeting Agendas](https://docs.boardable.com/knowledge/meetings?hsLang=en#create-meeting-agendas)
- [Take Meeting Minutes](https://docs.boardable.com/knowledge/meetings?hsLang=en#take-meeting-minutes)
- [Use the Calendar](https://docs.boardable.com/knowledge/meetings?hsLang=en#use-the-calendar)
- [Agenda](https://docs.boardable.com/knowledge/meetings?hsLang=en#agenda)
- [Groups](https://docs.boardable.com/knowledge/groups?hsLang=en)
- [Discussions](https://docs.boardable.com/knowledge/discussions?hsLang=en)
- [Polls](https://docs.boardable.com/knowledge/polls?hsLang=en)
- [Tasks & Goals](https://docs.boardable.com/knowledge/tasks-goals?hsLang=en#main-content)
- [Tasks](https://docs.boardable.com/knowledge/tasks-goals?hsLang=en#tasks)
- [Goals](https://docs.boardable.com/knowledge/tasks-goals?hsLang=en#goals)
- [People](https://docs.boardable.com/knowledge/people?hsLang=en)
- [Notifications](https://docs.boardable.com/knowledge/notifications?hsLang=en)
- [Reports & Data](https://docs.boardable.com/knowledge/reports-data?hsLang=en#main-content)
- [Standard Reports](https://docs.boardable.com/knowledge/reports-data?hsLang=en#standard-reports)
- [Custom Data Reports](https://docs.boardable.com/knowledge/reports-data?hsLang=en#custom-data-reports)
- [Settings](https://docs.boardable.com/knowledge/settings?hsLang=en#main-content)
- [Accessibility Features](https://docs.boardable.com/knowledge/settings?hsLang=en#accessibility-features)
- [User Settings](https://docs.boardable.com/knowledge/settings?hsLang=en#user-settings)
- [Organization Settings](https://docs.boardable.com/knowledge/settings?hsLang=en#organization-settings)
- [Forms & Surveys](https://docs.boardable.com/knowledge/forms-surveys?hsLang=en)
- [Video Conferencing](https://docs.boardable.com/knowledge/video-conferencing?hsLang=en#main-content)
- [Use Boardable Video](https://docs.boardable.com/knowledge/video-conferencing?hsLang=en#use-boardable-video)
- [Use Zoom or Microsoft Teams](https://docs.boardable.com/knowledge/video-conferencing?hsLang=en#use-zoom-or-microsoft-teams)
- [Release Notes](https://docs.boardable.com/knowledge/release-notes?hsLang=en#main-content)
- [2026](https://docs.boardable.com/knowledge/release-notes?hsLang=en#2026)
- [2025](https://docs.boardable.com/knowledge/release-notes?hsLang=en#2025)
- [Public Site](https://docs.boardable.com/knowledge/public-site?hsLang=en)
- [Motions & Votes](https://docs.boardable.com/knowledge/motions-votes?hsLang=en)
[](https://boardable.com/)
Boardable Help Center
Copyright © 2025, Boardable
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://stream.mux.com/gSMlFAUZ01SlbjwnQnF7m1N3mQTt8c1AlgdobmIbQ7co/capped-1080p.mp4",
"dateModified" : "2025-03-12T15:02:29.764Z",
"duration" : "PT2M26S",
"height" : 1080,
"name" : "Goals",
"thumbnailUrl" : "https://4073229.fs1.hubspotusercontent-na1.net/hubfs/4073229/CS%20Videos/Videos%20in%20Support%20Articles/Goals.mp4/medium.jpg",
"uploadDate" : "2025-03-12T15:02:16.219Z",
"width" : 1920
}
```