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Beta

New in Beta: Goals 🎯

Adriana avatar
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†’ Bird’s-eye view of all client goals.
  • Client page β†’ Focused view of a specific client’s main goals and performance.


How it works

  1. Go to Monitoring β†’ Goals, or open a client page and select Goals.
  2. Click +New Goal (top right).
  3. Select Client β†’ Data Source β†’ Metric β†’ Report Type (add filters if needed).
  4. Define your goal: Name, Target Condition (>, <, =), Target Value, and Period.

All set! πŸ™Œ Try out Goals (Beta) today and keep track of what matters most!


πŸ‘‰ Not a beta user yet? Head to your Settings and activate it for exclusive early access!

πŸ’¬ Need help? Read our step-by-step guide or contact our support team.