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How Do I Track My Progress on a Goal?

You can see your progress directly on the “Goals” page:

  • Progress Bars: Each goal will have a progress bar showing you visually how close you are to your target.
  • Current vs. Target Values: You’ll see numbers like “5 of 10” or “$50,000 of $100,000,” making it clear where you stand.
  • Confidence Level: PULSE AI even gives you a “Confidence Level” (a percentage with a brain icon) which is its prediction of whether you’re on track to hit your goal based on your current activity!
  • Update Progress Button: Below each goal, you’ll find an “Update Progress” button. Click this to manually add new numbers for your current progress. This keeps your goals accurate.

If your goal is “Total Conversations,” every time you have a meaningful conversation with a client or lead, you’d go to this page and update your “current value” for that goal.