{"id":63323,"date":"2024-10-05T14:45:23","date_gmt":"2024-10-05T14:45:23","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=63323"},"modified":"2026-04-17T11:18:23","modified_gmt":"2026-04-17T11:18:23","slug":"how-to-manage-all-your-metric-goals-ex","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-manage-all-your-metric-goals-ex\/","title":{"rendered":"Manage Goal in EX"},"content":{"rendered":"<p>Set goals to improve customer experience in critical areas, then manage all of your goals in one central location.<\/p>\n<p>Here\u2019s how:<\/p>\n<ol>\n<li>Open the EX Dashboard.<\/li>\n<li>Click on the gear\/settings icon in the right-hand corner.<\/li>\n<li>Select Goals from the left menu.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/10\/EXG1.png\"\/><\/li>\n<li>If you have added goals in different trend graphs, you\u2019ll see all of them together here. To add a new goal, click on Add New Goal.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/10\/EXG2.png\" \/><\/li>\n<li>Choose the metric you\u2019d like to set up the goal for and enter the goal value. You can only enter values within the range of your metric score.<\/li>\n<li>Next, choose where on the Dashboard you\u2019d like to display this goal.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/10\/EXG3.png\" \/><\/p>\n<ul>\n<li><strong> Overall:<\/strong> Set the metric goal for all the metric trend graphs in Overview and Comparison tabs.<\/li>\n<li><strong>Overview<\/strong>: Set goals for trend graphs only in Overview.<\/li>\n<li><strong>Comparison<\/strong>: Set goals only for trend graph in the Comparison tab for each Tag Category\/Custom Comparison.<\/li>\n<\/ul>\n<\/li>\n<li>Save.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Set goals to improve customer experience in critical areas, then manage all of your goals in one central location. Here\u2019s how: Open the EX Dashboard. Click on the gear\/settings icon in the right-hand corner. Select Goals from the left menu. If you have added goals in different trend graphs, you\u2019ll see all of them together here. To add a new goal, click on Add New Goal. Choose the metric you\u2019d like to set up the goal for and enter the goal value. You can only enter values within the range of your metric score. Next, choose where on the Dashboard you\u2019d like to display this goal. Overall: Set the metric goal for all the metric trend graphs in Overview and Comparison tabs. Overview: Set goals for trend graphs only in Overview. Comparison: Set goals only for trend graph in the Comparison tab for each Tag Category\/Custom Comparison. Save.<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":632,"comment_status":"closed","ping_status":"closed","template":"faq_php.php","meta":{"footnotes":""},"categories":[435],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Metric Goals to Improve EX - Sogolytics<\/title>\n<meta name=\"description\" content=\"Set goals for your most important EX metrics to make tracking success on your EX Dashboard easier.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-manage-all-your-metric-goals-ex\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Metric Goals to Improve EX - Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Set goals for your most important EX metrics to make tracking success on your EX Dashboard easier.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-manage-all-your-metric-goals-ex\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-17T11:18:23+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-all-your-metric-goals-ex\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-manage-all-your-metric-goals-ex\/\",\"name\":\"How to Set Metric Goals to Improve EX - 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