Widget descriptions and how to use them – TrustYou CXP

What are goals?

A Goal is a collection of targets with one or more entities, for a specific KPI within a defined timeframe.

Open Goals: Open goals are those with an end date later than the current date.
Closed Goals: A goal with an end date in the past.

What are targets?

A Target is the objective value for a specific entity assigned to a goal. Each entity has one of four possible target statuses:

On Target: The current KPI value is above the assigned target while the goal is still open.
Below Target: The current KPI value is below the assigned target while the goal is still open.
Achieved: The final KPI value exceeded the target when the goal ended.
Not Achieved: The final KPI value fell short of the target at the goal’s end date.

What does "Not calculated" means?

A goal may display as "Not calculated" in the dashboard when there is no data available to evaluate it for the selected period.

This occurs when a goal is configured with a score-range filter (for example, a Response Rate goal tracking reviews with ratings ≤ 40) and no reviews matching that range were received during the reporting period. Because there is nothing to measure, the system cannot produce a meaningful result — the goal remains visible but is marked as not calculated.

This does not mean the goal is misconfigured. It simply means the condition it tracks did not occur during the selected timeframe.

How "Not calculated" goals affect your dashboard:

They are visible in charts
They are excluded from % on target and % below target calculations
They are excluded from the total target count used in those metrics

Open Goals

This metric displays the total number of goals whose end date is later than the current date, along with the targets within the goal set for those goals. It provides a quick snapshot of how many objectives are currently in progress.

Target progress by KPI (only multi entity users)

This chart illustrates progress for each KPI, highlighting achieved vs. missed targets across all goals and entities. You can immediately assess which KPIs are on track and which need more attention.

Progress by Goals (only multi entity users)

A detailed table that breaks down progress per goal:

Column	Description
Goal Name	Name of the goal
KPI Name	The KPI the goal is tracking (e.g., Service Sentiment, Reviews)
KPI Details	Additional specifications for Sentiment Score / Response Rate (e.g., category or subcategory)
Source	Name of the review platform defined for the goal
Start Date / End Date	Goal duration
Goal Type	Type of goal (e.g., custom, organization) For more details on what is custom / organization goal type, check here Note: This is set during the goal creation
Entity	List of entities included in the goal
Status	Current status (e.g., On target, Below Progress, Not calculated)
Current Value	The current performance metric
Target Value	The desired goal metric
Target Progress	% of the goal that has been achieved
Remaining Days	Days left to meet the target

Progress by entities (only multi entity users)

This view allows you to assess how each individual entity is contributing toward its assigned goals:

Column	Description
Entity	Name of your entity
Goal name	Name of the goal(s)
KPI name	KPI which is part of that goal
KPI details	Additional specifications for Sentiment Score / Response Rate (e.g., category or subcategory)
Source	Name of the review platform defined for the goal (if any)
Start date / End date	Goal time frame
Goal type	Nature of the goal (organization / custom) For more details on what is custom / organization goal type, check here
Status	Target progress status
Current value	Entity's current metric
Target value	Entity's target metric
Target progress	Ratio between the target value and the current value. It is represented in percentage to give better understanding of how much you have achieved the goal so far
Remaining days	Number of days left to meet the goal

Note:

The first table (“Progress by segment & goal”) starts from the brand perspective.
The second table (“Progress by goal & segment”) starts from the goal perspective.

Progress by goals and segments (only multi entity users)

This table is ideal for more granular level performance tracking. The default segment is brand, but you can select any other segment via the dropdown.

This table helps you see each goal first and then review how different segments(brand) are progressing toward it.

Progress by segments and goals (only multi entity users)

This table offers a flipped view of the previous table starting from the brand segment.

This table helps you review the active goals for each selected segment.

Target progress summary (only single entity users)

Displays a pie chart summarizing the current status of all targets. This high-level view offers a quick understanding of overall target achievement.

Target progress by KPI (only single entity users)

This chart illustrates progress for each KPI, highlighting achieved vs. missed targets across all goals. You can immediately assess which KPIs are on track and which need more attention.

Target progress by goal (only single entity users)

This table provides detailed data for each individual goal:

Column	Description
Goal name	Name of the goal(s)
KPI name	KPI which is part of that goal
KPI details	Additional specifications for Sentiment Score / Response Rate (e.g., category or subcategory)
Source	Name of the review platform defined for the goal (if any)
Start date / End date	Goal time frame
Goal type	Nature of the goal (organization / custom) For more details on what is custom / organization goal type, check here
Current value	Actual performance value.
Target value	Entity's target metric

Closed Goals

The Closed Goals section provides similar insights as Open Goals, with the key difference being that it reflects past performance and highlights completed achievements.

What are Closed Goals?

A goal with an end date in the past. Once the goal is closed, closing values are no longer updated.

Filters (for multi-entity users)

These filters help you customize the data shown in your dashboard:

Goal name
Goal type
KPI name
Entity
Brand
Country
City
Custom Segments (user-defined)

Any filters that are tied to user-created segments will be listed under this area. These allow for custom analysis and can include additional dimensions beyond the defaults.
Sector (Default: Accommodation)

Filters (for single-entity users)