Set up a goal

Pick a number that matters to your business, like touches per week or deals per quarter, and Grove tracks your pace against it.

Goals live in the Reports section. Each one measures something Grove already tracks, so there's nothing extra to log.

Create a goal

1. Select Reports in the left sidebar. Goals opens first.
2. Select + Create Goal, or + Goal in the top right.
3. Enter a Goal name. Add a Description and a Narrative if you'd like a note on why it matters.
4. Choose the Object you want to track: Contacts, Deals, Tasks, or Campaigns.
5. Choose the Measure. The options change with the object (see the table below).
6. For Contacts goals, use Segment by group to focus on one group, or leave it on All contacts.
7. Choose a Goal type:
   • Cadence: a target that repeats every Period (Daily, Weekly, Monthly, Quarterly, Semi-annual, or Annual).
   • Deadline: a single target to hit by a Deadline date.
8. Set your Target and Start date.
9. Check Include historical chart data (up to 60 days) if you want your chart to show recent history right away.
10. Select Save.

What you can measure

Track your progress

Your goals appear on the Goals page. Use the buttons in the top right to switch between a list and cards.

• The list shows what each goal is Measuring, the Target, a Trajectory bar, the Start date, and the Deadline or period.
• Cards show your percentage complete, plus a line like "0 of 25, expected 10 by today, 10 more to get back on pace."
• A status badge tells you where you stand, for example Off Track.

Select a goal's name to open it. You'll see Performance Trends, a chart of your actual progress against the expected pace. Filter it by All, 3 mo, 30d, or 7d.

Edit or archive a goal

Select the ... menu on a goal card, then View, Edit, or Archive. You can also select Edit inside an open goal. Archived goals can be restored from Settings > Archive.

Good to know

• Including historical data can move your start date up to 60 days earlier than the date you picked.
• A brand-new goal may show "We're still building this goal's history" for a few minutes before the chart appears.
• Activity count is a good fit for staying top of mind: set a weekly number of touches for a group like your past clients.