Defining Goals on Each Metric in AutyFi

Step 1: Navigate to Scorecards

1. • Log in to your AutyFi account.
   • On the left-hand navigation bar, select the "Scorecards" option.
   • Here, you'll find all the scorecards you have set up for your organization.

Step 2: Choose Your Scorecard

1. • Choose which scorecard you want to set an advanced goal for by clicking on it.

Step 3: Edit Your Scorecard

1. • Click the Settings gear in the top right corner of the scorecard.
   • Next, click “Edit.”

Step 4: Set Your Goal

1. • On this page, you’ll see a list of all the metrics used to calculate data for this particular scorecard. Within each metric, there will be a column where you can define your goals.
   • Enter your desired value in the 'Goal' field.

Step 5: Monitor Progress

• Regularly check the 'Scorecard' section to monitor your progress.
• This helps you see if you're on track or need adjustments.

Tips:

• Be Dynamic: Regularly review and adjust your goals to keep them relevant.
• Stay Motivated: Challenging yet achievable goals drive performance and growth.