Meetings Booked Goal

[LFenton20]

We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on.

There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous financial year. If I change the filter to only show meetings booked for this financial year or quarter the goal line is set to zero.

There is a box to tick at the top for the fiscal year but it still only looks at the previous years goal

Is there a way for this report to take this financial years goal?

[Lucila-Andimol · Accepted solution]

Hi @LFenton20 

Have you checked the report in the goal?

It actually shows the current year in a standard way.

Just click in the goal name and skroll down upto Actual versus user goals

Have you seen it?

Hope this helps