How do I see my goal progress?
Cloze Goal Tracking is included in the Cloze Business Platinum Plan and above.
You will find your goal progress on the Cloze Agenda.
Goals can be either weekly or yearly. You can see your progress towards your overall goal by how much of the ring is filled in.
Measuring your progress
In this example, the Outreach goal (the number of people you reached out to by email, text, or phone) is 35 per week. Cloze automatically tracks your calls, texts, emails, and meetings ensuring you always see the latest information.
Tip: We recommend syncing your calls and texts from your iPhone or Android phone for automatic tracking.
The number in the center shows you exactly where you are.
- The weekly outreach goal is 35.
- Your progress towards this goal as of now is 19.
- To stay on pace towards this weekly outreach goal Cloze is recommending one more outreach for the day.
Pacing yourself
Cloze automatically breaks your goals into daily and monthly goals that make sense.
This takes into account seasonality of your business, and your work habits - so it might not be the same every day or month.
The arrow shows you how to stay on pace to meet your overall goal.
In this example, the Reactions goal (the number of people that reacted to your outreach by replying or taking your call) is set to 35 per week.
So far, 27 reactions have been received, which is ahead of pace for the goal of 35 reactions per week goal.
