Setting Targets and Tracking Progress in AskBiz

A target that lives in a planning document reviewed once per quarter has almost no influence on daily decisions. A target that is visible every time you open AskBiz changes behaviour.

AskBiz's KPI Tracker makes targets persistent and visible — so instead of remembering what you are trying to achieve, you see progress at a glance every time you check your dashboard. This is the same principle behind the 'thermometer' fundraising displays outside charities: visible progress toward a visible goal drives consistent effort.

Go to Intelligence → KPI Tracker → Add KPI:

1. Choose your metric: revenue, gross margin %, repeat purchase rate, CAC, NPS, or any custom metric

2. Set your current baseline: AskBiz auto-populates this from your connected data

3. Set your target value: the number you want to reach

4. Set your target date: the deadline for achieving the target

5. Set your review frequency: weekly or monthly check-in prompts

6. Choose your display: show on dashboard, in Daily Brief, or both

7. Save

AskBiz calculates the required trajectory (linear or compound) to hit your target by the deadline and shows current progress vs that trajectory on a progress chart.

Go to Intelligence → KPI Tracker to see all active targets in one view:

• On track: current trajectory will meet the target by the deadline
• At risk: current trajectory will miss the target by less than 20%
• Off track: current trajectory will miss the target by more than 20%

Each KPI shows:

• Current value vs target value
• % progress toward the goal
• Trajectory chart (where you are vs where you need to be)
• Days remaining to the deadline

Off-track KPIs are automatically flagged in your Daily Brief — with an AI-generated explanation of what is causing the miss and suggested actions to get back on track.

A target is only useful if it is challenging but achievable. AskBiz helps you calibrate:

• Too easy: if your metric is already within 5% of the target, set it higher
• Too hard: if the target requires performance more than 50% above your current trend, it will demotivate rather than motivate
• The right range: stretch targets that require 15–30% improvement above current trend are typically the most motivating

AskBiz can suggest a target based on your performance trend and industry benchmark:

Ask: 'What should my repeat purchase rate target be based on my current trend and my industry benchmark?'

For annual targets, set intermediate quarterly milestones so you have early feedback on whether you are on track — a year-end target without intermediate check-ins is often too late to course-correct.

Targets are most effective when the whole team can see them — not just the business owner.

To share your KPI Tracker with your team:

1. Go to Intelligence → KPI Tracker → Share

2. Choose which KPIs to include (you may want to share revenue and customer targets but not profitability targets if those are sensitive)

3. Generate a team dashboard link — team members can view the tracker without needing full AskBiz access

For team members with AskBiz accounts, KPIs are visible on their dashboard automatically (if the account owner has shared them). Each team member sees the same targets, creating shared accountability.