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How to Link a KPI to a Goal

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Step-by-Step Instructions:

  1. Open the Target Goal:
    • Go to Goals.
    • Click on the name of the specific Goal you need to measure (e.g., Future-Proofing Success…).
  2. Initiate Linking: Click the + Link KPI button/link displayed on the right side of the Goal’s detail page.
  3. Select the KPI: In the “Edit Goal” window, locate the Measured by (KPIs) section and click the + Link KPI dropdown.
  4. Choose Indicator: Select the appropriate KPI from the list (e.g., Sustained Mental Wellness Engagement Rate).
  5. Set the Target: In the input field next to the selected KPI, enter the numerical target value (e.g., 80 for 80%).
  6. Add Multiple KPIs (Optional): Click the + Link KPI dropdown again to select and set a target for a second KPI (e.g., Participant Financial Literacy Certification Rate).
  7. Finalize and Save: Click Save Goal to apply the new measurement targets to the Goal.

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