Where: Product Directions → Goals, under the totals. Admins and managers click Set a goal next to a direction.

How a goal reads: like a key result, "Cut monthly spend from $12,000/mo to $9,000/mo by Dec 31, 2026". You pick:

  • Metric: monthly spend, a budget cap, cost per story point, story points closed per month, open scope to burn down, or a custom metric: any product number you track elsewhere, with its own name and unit, for example "Raise Trial to paid conversion from 2.5% to 4% by Mar 31, 2027".
  • Start date and target date, both exact days. One click sets the end of this quarter, the next, or the one after.
  • Baseline: for the built-in metrics, measured for you as the average of the 3 full months before the start, or typed in. For a custom metric, you enter it.
  • Target, and optionally why it matters.

How progress is judged: each goal is measured over its own months, exactly as the cost report reads them. A monthly figure is the average of the last full months since the start, up to three; a budget is everything spent from the start month. Spend and story points are counted in whole months: a goal starting Oct 15 counts all of October, and nothing after the target date's month counts, so a finished goal keeps its result. The card says so ("counted from Oct 1"). A custom metric is judged on the latest value you enter (Latest value, with the day it was read, when you set the goal or later with Edit), against where the line says you should have been on that day. Its target must differ from its baseline, so it is clear whether more or less is better. The bar shows how much of the way from baseline to target is covered; the tick marks where a straight line to the date says you should be. Trailing that line by more than 10 points is At risk, by more than 25 is Off track. A budget is At risk when spend so far plus the recent monthly pace would pass the cap by the date. Until a goal has a full month behind it, it reads First month running.

Good to know:

  • Spend, budget and cost goals are set and seen in full only by people with financial information. Others see the metric, the date and the status, without amounts or the note.
  • A budget covers up to 24 months. Open scope is measured as it is today, so its goal starts today unless you enter the baseline yourself.
  • Custom metrics can be set by any admin or manager who sees the whole company, and everyone with access to the page sees their numbers.
  • Goals are company-wide. A manager who sees only their teams' work sees what was set, without numbers, because their slice is not the whole direction. Custom metrics are the exception: their numbers are entered by hand and read the same for everyone. Their note stays hidden.
  • AI assistants connected through the MCP connector can read goals with get_product_direction_report and goals: true.

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