Use Notion to achieve your goals
Every team needs goals. Goal setting aligns teams to broader company objectives and research shows that goals can motivate teams to produce significantly better results than focusing on activity or daily tasks alone. Unfortunately, just setting goals isn’t enough to spur the kind of stellar results we’re all seeking. You need to define how you’ll measure their success and track your progress along the way.
That’s why teams use Notion to keep tabs on the KPIs that indicate success of team goals.
In this tutorial, we will show you how to set three different types of targets to your metrics and how your team can stay up to date on the latest achievements.
Adding targets in Notion
Notion currently has three different types of targets you can set:
- Projected: Great for forecasting growth trends or tracking burndown charts. Allows you to set a desired target date in addition to the value you are trying to hit. The chart will then render both the desired trajectory and the projected trajectory based on your current velocity.
- Total: Select this option when you have a finite goal. For example, if you are tracking how many customers are using a feature and you want to set a baseline of 70%, this would be the perfect option.
- Period over Period: If you are hoping to track period over period goals, then the incremental target type will fit your needs better. Based on your display period options, you will see your frequency listed as the other target type. Incremental targets can than either be fixed (5 new customers each month) or percentage based (10% increase over the previous period).
Targets are visualized on dashboards and show pages, depending on which type of target type is set.
When a target is achieved, a notification will appear in your account’s Activity Feed in the Directory. Digest emails at the end of the week will also be sent to all team members, keeping everyone up to date on achieved goals.
Projected targets are great for forecasting growth trends or tracking burndown charts. For example, you can set a target to see when you’ll hit 1000 customers based on your current sign up rate. Or if you want to get an estimate of when your teams will squash all existing bugs, you can set a burndown target to zero.
To set a projected target in Notion, click Metric Settings from your metric’s show page.
Under Additional Options, find the Set a Target section and toggle on a target.
Set the Target Type to Projected and enter in a Value.
Be sure to set the Trend to Maximize or Minimize depending on which direction you want your projected target to move. That is, if you are doing a burndown chart to zero, you want Trend to be set to Minimize.
And finally, set a Target Date. This is meant to be the date you are hoping to hit the Value.
Using your previously reported data for your metric, Notion will render two projected target lines on the chart when viewed on the show page.
The red target represents the trend line for your Target Date. The blue line represents when you are projected to hit your Value based on the current velocity of your data.
In addition to seeing the projected targets on the main chart, you will also see listed in the side details the exact Target Date and Projected Date.
When viewing a dashboard, you can also see these dates by moving your mouse over the target icon in the footer of the metric card.
If your projected date or target date as too far into the future, the trend line may not be rendered on your metric. However, the details will always be listed in the side bar.
Total targets are best used when your team is trying to reach a particular benchmark or stay above (or below) a threshold for accuracy. For example, you may aim for your Defect Removal Efficiency target to always be above 90%.
When setting a total target, follow the same steps above to get to your metrics settings page.
Set the Target Type to Total and enter a Value.
The Trend of your metric, set from the Chart Preview section, will dictate your metric is a success if it is above or below the threshold.
For every reported interval where you hit or exceed your selected threshold, an achievement will be listed in the side bar of your metric show page as well as in the Directory activity feed.
Period over Period Targets
Once you set your Target Type to Period over Period, you’ll need to enter a Value and a Change parameter.
The Change dictates if the period growth as defined by the value should be numeric (fixed) or a percentage.
When viewing the chart, a target will appear on the current interval, using the previously reported value as the base. So if your value last period was 10 and you have a period over period target set of 20%, the target for the current interval will be set at 12.
A target will also be rendered for the next upcoming interval, using the reported value of the current interval as its base. So in the same scenario described above, if the reported value of your current interval is 14, the target for the upcoming interval is set at 16.8 — a 20% increase over 14.
Hopefully this tutorial on creating targets is enough to get your team focused on achieving their first goal in Notion. And remember, setting a target is just one of several features you can use to improve your team’s communication around team goals.
Teams regularly collaborate on data in Notion when discussing progress toward team objectives. And they use our Slideshow feature in team meetings, so that everyone can see how they’re tracking toward their goals. This makes it easier to modify their approach if progress is lagging or to double-down on tactics that are working.