This, along with the table widget is the most commonly used type of widget in Cascade. With the goal widget, you can select a specific goal and any aligned goals and show the progress with a line graph, bar chart, gantt chart, or table. The KPI's shown below were comprised entirely out of this widget.  

To add a Goals Widget:

  • First click "add widgets."
  • Choose the "Goals widget" and search for a goal.  
  • Then, decide if you want to display all aligned goals, or only the overarching goal that you chose. 
  • Then choose how you'd like to display your content.  Options are listed below:
  1. Line graph or Bar Chart over time

Line Graph
You can chose to display the target and threshold (if you've set a universal tolerance) directly on the widget.  If you tick these off, we recommend turning on the "Display legend" tick-box as it makes things very clear for anyone viewing the widget.

Bar chart
If you want to view your information in bar chart form, un-check the line chart, click the bar chart, and chose whether you want the information to be displayed cumulatively or non cumulatively.  This bar chart will show you a bar for every milestone. 

Other configuration options of the line or bar chart:

  • Remove the header altogether
  • Selecting the offset will tell you how ahead or behind the goal is from the target on the top banner of the widget 
  • Selecting the "Show Sub header" will remove any of the basic information on the goal (for example owner, weighting, time allocated, dates).  Go ahead and un-check any of these if they are not applicable and don't need to be seen on the dashboard.

2. Gantt View

  • Search for your item.
  • Under "The goals of the chosen goal can also be included:" ensure you select "all aligned items." 
  • Choose your display and filter options.  For example, If you only want to display a certain weighting on any goals that are aligned to "increasing revenue" indicate that in the filter at the bottom. 
  • Choose your sorting options.  For example, if you want your gantt chart to be sorted by "due date" at the top, indicate that.
  • Choose your display.  If you want to display your header and any extra information, select those boxes.
  • Choose if you want to display progress on the gantt chart, or if you just want to display the status of the time as a full color. 
  • Click the green check mark when the chart configuration has been completed.

3. Table 

  • Search for your item.
  • Under "The goals of the chosen goal can also be included:" ensure you select "all aligned items." 
  • Choose your display and filter options.  For example, If you only want to display a certain weighting on any goals that are aligned to "increasing revenue" indicate that in the filter at the bottom. 
  • Choose your sorting options.  For example, if you want your gantt chart to be sorted by "due date" at the top, indicate that
  • Choose your display.  If you want to display your header and any extra information, tick it off 
  • To display weighting, offset (how ahead/behind from target the different items are) and to provide units, tick off "weights" "offset" and "Units"

4. Bar Chart
This view is good for comparing identical goals that are owned by different people. 

  • Search for your item.
  • Under "The goals of the chosen goal can also be included:" ensure you select "all aligned items." 
  • Choose your display and filter options.  For example, If you only want to display a certain weighting on any goals that are aligned to "increasing revenue" indicate that in the filter at the bottom. 
  • Choose your sorting options.  For example, if you want your gantt chart to be sorted by "due date" at the top, indicate that.
  • Select "Role" if you want to see the owner on the Y Axis along with the goal title.
  • Lastly, choose how you'd like to display the units of the X axis.  The default is % completion.  To change this, select the unit instead.


For some recommendations on how to use the goal widget,  watch the video below.

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