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Update Frequency for Goals, Numbers and Reports

How to set up the update frequency of your goals, numbers and reports

Updated over 5 months ago

You can choose how frequently you want to report on the progress of your Goals, Numbers and Reports.

We recommend that you:

  • Update every week (best practice), for example: a sales target

  • Update at every meeting (the frequency is linked to your meetings cycle), for example: to discuss goal, KPI & project progress

  • Or you can customise the update frequency that best suits your needs.

  • Daily uypdating is also available on the Team Pro plan.

Edit a Goal in Workfacta and change update frequency

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