VIDEO: How to Set Up BrightGauge Goals

You've made it a point this year to start setting and tracking goals for you and your team members. That's awesome! Goal-setting is a really effective way to get everyone on your team on the same page and working towards success together.

With BrightGauge Goals, it's really simple to set up trackable goals in the same tool you're already using to get your data insights. You can even power your goals from existing gauges. For example, you may assign one of your techs a goal to keep their response time at or below 30 minutes this quarter. You can set up this goal to automatically pull in data from your Average Response Time gauge week-over-week.

The video above gives a comprehensive overview of our goal-setting process. A few important things to note:

• Make sure your gauge-powered goals are filtered for the current week, otherwise the data that is captured each week won't be accurate.
• Your team members will be emailed each week reminding them to check in to their goal and mark whether they were on- or off-track and add context around why they might be missing their target this week. This keeps everyone accountable to their actions and responsibilities. 
• Each week, every team member will receive a goal summary email, detailing the whole team's progress. This kind of visibility is a powerful way to drive everyone together and build trust amongst one another.

After watching this video, you should be able to get your goal list started. But, if you've got questions at any time, please feel free to reach out to our support team and we'll be happy to lend a hand! 

Want to see how other BrightGauge customers are using goals? Watch our customer showcase webinar, where BrightGauge user Justin Kelley shares how he has set up goal lists for his entire team.