New: Goal Notifications

Stay informed about your goal performance with automated email notifications. You’ll now receive updates when a goal is achieved, missed, or at risk.

• Get a final notification at the end of a goal period confirming whether the goal was achieved or missed
• Receive occasional updates during the goal period showing if the goal is on track or off track

How to activate Goal notifications

1. Go to Monitoring > Goals
2. Open the goal you want to receive notifications for
3. Click the three dots on the right and select Edit
4. In the Goal settings panel, scroll to Goal recipients
5. Choose the client assignee or select a specific user email address

Once saved, notifications will be sent automatically to the selected email inbox based on the goal’s performance.