Users have the ability to set goals on visualizations. These goals can be used to determine if strategies being used are improving assessment performance, attendance, and more. This lesson guides users through setting, editing, and deleting a goal on a visualization.
Where to Start
- Go to the three-dot menu on the desired visualization.
- Select Set goal.
This lesson begins assuming you have already created a dashboard and visualizations. If you have not, visit Create a New Dashboard and the Creating Visualizations manual for more information.
Set a Goal
- Determine the threshold of the goal as being Greater than, Less than, or Equal to a chosen value.
- Enter a Value of for the goal.
- Determine if the Value is Based on Total Count/Value or Total Percent of students.
- Of the Performance Bands used in the visualization, select which band the goal applies to.
- A Custom Statement is automatically filled in to state the goal based on the selections made, and is displayed with the visualization to provide context.
- Enter an optional Description if more information is needed to describe the goal and why it is being set.
- Select Save to add the goal to the visualization.
Some options shown here are specific to Assessment visualizations.
The goal line and custom statement are automatically added to the visualization after saving. The goal is also automatically added to the Action Plan of the dashboard.
Edit and Delete a Goal
- Select the three-dot menu on a visualization with a goal.
- Select Edit goal to make updates to the goal. The menu displays as shown when creating a goal. Make adjustments and select Save to upload the goal.
- Select Delete Goal to remove the goal from the visualization.
Next Steps
Continue to interact with visualizations by visiting the Interacting with Visualizations manual, or visit Action Plans in Achievement Dashboard Overview to begin learning about Action Plans.