Are you looking to track more attributes for your goals? For example, are you missing a field to track the budget for an Initiative? Simply create a custom field for it.
With All goals, you’re able to add a Custom fields column and export the data if needed.
Create Custom fields
ℹ️ Available on Supreme.
ℹ️ This requires Superadmin rights.
Create Custom fields in just a few seconds:
Go to Configure > Custom fields.
Click + Add Custom field.
Type a Name and choose a Type (Number or Text).
Click Save.
Where to find Custom fields on Objectives, Results or KPIs
Custom fields will automatically be added to Objectives, Key Results, Initiatives and KPIs after they're created. You'll find the Custom field in the right side panel of the goal's details modal. Simply click to fill it out!
How to use Custom fields for reporting
In All goals, you can enable the Custom fields columns so that the data is populated in your custom report.
You can also export the Custom field data as a CSV.
Need help?
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.