new
Goals
Professional Plan
📢 Automated Goal Progress with Power BI Scorecards Connection
Why it matters
- No more manual updates – KPIs refresh in real time.
- Smarter performance reviews – managers see accurate progress without chasing numbers.
- Seamless setup – admins enable it once, users connect their own goals.
How it works
- Admins enable Power BI in the Goals Module settings (Professional Plan only).
- Users open a goal → Connect to Data Source → choose Power BI.
- Authorize, select workspace/scorecard/goal, and you’re live.
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Already using Excel? That option remains available too.
Use cases:
- Automated goal tracking with Power BI dashboards
- Review discussions powered by real-time metrics
👉 Learn more in our step-by-step guide.