New in Beta: Goals π―
Shared by Adriana
β’ September 11, 2025
Take the guesswork out of reporting: Goals (Beta) helps you track client objectives in real time and show measurable results right inside Swydo.
Where to find it
-
Monitoring page β Birdβs-eye view of all client goals.
-
Client page β Focused view of a specific clientβs main goals and performance.
How it works
- Go to Monitoring β Goals, or open a client page and select Goals.
- Click +New Goal (top right).
- Select Client β Data Source β Metric β Report Type (add filters if needed).
- Define your goal: Name, Target Condition (>, <, =), Target Value, and Period.
All set! π Try out Goals (Beta) today and keep track of what matters most!
π Not a beta user yet? Head to your Settings and activate it for exclusive early access!
π¬ Need help? Read our step-by-step guide or contact our support team.