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Connekt gives you two distinct but complementary tools for measuring performance against expectations: a company-level Goal that tracks overall revenue, and Metric Targets that set individual KPI benchmarks for each team member. Together they help you keep the whole organisation — and every person in it — pointed in the right direction.

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The Company Goal

The Goal is a single, org-wide revenue target for a defined period. There is only one active Goal at a time, shared across your entire workspace.

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Setting the Goal

Only admins can create or update the company Goal.
1

Open Goal settings

Go to Settings → Goals.
2

Enter the target

Set the target revenue value and the time period it applies to.
3

Save

Click Save. The Goal takes effect immediately.

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Tracking Goal Progress

Once a Goal is set, anyone in the workspace can check progress from the dashboard.
  1. Go to Dashboard.
  2. Find the Goal Progress card.
  3. Progress is displayed as a percentage of actual revenue against the target — for example, “74% of goal reached.”

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Metric Targets

Metric Targets are granular KPI benchmarks set on a per-user basis. They let you define what “good” looks like for each person — for example, a target of 4 placements per month or £50,000 revenue per quarter.

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Setting Metric Targets

Only admins can create or update Metric Targets.
1

Open Metric Targets settings

Go to Settings → Metric Targets.
2

Create a new target

Click Create Target.
3

Configure the target

Select the user, choose the KPI you want to benchmark, and enter the target value.
4

Save

Click Save. The target appears on that user’s dashboard immediately.

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Viewing Metric Targets

Targets are surfaced in context so they’re always visible alongside real performance data.
  • Individual users see their own targets on their personal dashboard under the Individual Metrics cards. Each card shows the actual value alongside the target, colour-coded for instant interpretation:
    • 🟢 Green — on track or exceeding the target
    • 🟡 Amber — approaching but not yet at target
    • 🔴 Red — below target
  • Managers see their team members’ targets and actuals in the Team view, making it easy to spot who needs support at a glance.
Use Metric Targets as a talking point in one-to-ones. The colour-coded view means both you and the team member can see the same numbers in real time, keeping performance conversations grounded in data rather than memory.