Convert Gauges into Goals

Danielle Ungermann February 9, 2018

It’s easy to declare goals for yourself: make more money, improve team chemistry, or become a thought leader. We can all make declarations. However, it’s hard to tell which goals are actually the right ones to tackle. Outside of your immediate desire to get better at something, there are many things that take up your focus and time to improve.

Most goals fall under the mentality of “I have always wanted to [insert goal].” Unfortunately, it never quite works the way you plan. You start out with a clear focus and then get distracted.

 

Convert gauges into goals

The beautiful thing about data is you don’t have to make these decisions alone. The data speaks for itself. It’s up to you then to decide which areas to focus on first to move the needle.

Luckily, your Brightgauge dashboards and reports are a great starting point for helping to determine where to go next. No need to try to measure something new, work with what’s already in front of you.

With Brightgauge, you’ve got a finger on the pulse of your everyday business activities. Which consultant is out at different jobsites today? How much MRR should be making it through the door? Which support team member is taking on the highest volume of tickets? These are just a few of the many metrics you follow to determine how much your business is thriving.

So while you may be tempted to try something new, the best place to start is by setting goals based on the KPIs you’re already tracking. Just review your most active internal dashboards and start creating goals from gauges.

 

How to set them up

To convert a gauge, go to your Brightgauge goals management section and choose between a Process or an Outcome goal. An Outcome goal is something you’re working towards achieving over time, rather than just tracking when something is complete a weekly basis. Whereas a Process goal covers the steps or actions you must take to help you attain a larger outcome goal.

You can always use our Goal Inspriation tool too. The goals shown there are common choices other MSPs tend to track as well. Some examples include: project hours, cash in bank, and bring down resolutions times. Pick a goal and set a threshold you want to meet over that period of time.

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Since you already have a specific gauge in mind, you can draft your goal from scratch.

  1. Select whether you want to track an outcome or progress goal.
  2. Type the name of the gauge you wish to track into the first step for creating that goal.
  3. Set a target goal number to work towards.
  4. Assign the goal to yourself or another team member.
  5. Add a description with a clear objective.

*Keep in mind that goals can only be based off of number or progress gauges.

 

KPIs to Track First

Want more account upgrades? Have your Sales (or even your Success team) examine previous account upgrade and downgrade trends, then set a realistic goal for the quarter to hit that mark. Even if you find yourself getting off track along the way, you’ll see the trend and be able to adjust. 

One of our favorite gauges to track is our Kill Rate. This combines the measurement for number of open support tickets versus number of closed tickets in a given time period. With this one number, you’re able to see where your service backlog stands and understand what may be stopping more tickets from being answered — aside from always needing more hands on deck!120-Kill-rate.png

As fans of transparency, we like to eat our own dog food. We use goals to make sure we’re keeping on track each and every week.

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There’s no need to make a goal up. Your time is limited and BrightGauge helps you get those lost hours back. For more help, reach out to our data experts to turn your KPIs and gauges into actionable goals.

 

Gauges, Best Practices