Editing an existing Goal

Benefits of This Feature

Organizations may need to update goals due to changing business strategies, new performance benchmarks, or adjustments to assigned entities. This feature allows:

• Easy modifications to goal names and target values.
• The ability to add, update, or remove assigned entities.

How to Edit a Goal

1. Access the Goal for editing

• Navigate to the Goals table.
• Find the goal you want to update.
• Click the three-dot menu and select Edit goal, or click on the goal and choose Edit goal.

2. Modify Goal Details

• Editable fields:
  • Goal name (must remain unique).
  • Assigned entities.
  • Target values.
• The goal type, timeframe, source, and KPI cannot be edited.

3. Upload a New Entity File

• Click Upload file and select a CSV with updated entity assignments.
• The system processes the file as follows:
  • New entities are added.
  • Existing entities with new target values are updated.
  • Entities with a target value of 0 are removed.

Format considerations for target values

To ensure the file is processed correctly, follow these formatting rules for target values:

• Performance Score (RPS): 0.00 – 100.00 (positive decimal number with two decimal places, using a dot (.) as the decimal separator, e.g., 85.75).
• Review Count: 0 – ∞ (integer without thousands separator, e.g., 25000, not 25,000).
• Response Rate: 0.00 – 100.00 (positive decimal number with two decimal places, using a dot (.) as the decimal separator, e.g., 99.10).
• Sentiment Score: 0.00 – 100.00 (positive decimal number with two decimal places, using a dot (.) as the decimal separator, e.g., 72.60).

4. Remove an Entity Manually

• Click the three-dot menu next to an entity.
• Select Delete, then confirm the action.
• A confirmation message appears.

5. Save Changes

• Click Save to apply updates.
• Keep in mind that it might take up to 24 hours for the changes to be reflected on your dashboard.