x
Alumni

How do you track your business goals and keep on top of them? ๐Ÿค”

Hello, Seller Community! Let's talk about goal-setting: how do you set your business goals and track your progress? We'd love to hear what methods have worked for you and your business. Share your thoughts with us below! ๐Ÿ˜Š 

 

 

Thank you to @Doran for suggesting this question โœจ

Elisabeth (she/they)
Join a Group to connect with other business owners like you!
18,749 Views
Message 1 of 80
Report
79 REPLIES 79
Square Champion

I have a really simple google spreadsheet where I log everything I accomplished for the month. I add to it every month and by the end of the year it is really thick with accomplishments! The days fly by, it is really important to feel pride in your business to stay motivated to be consistent.

UV-Free Tanning Salon Owner, Northern California (Campbell)
Square Champion - Expert
instagram.com/bronzepalms
1,963 Views
Message 64 of 80
Report

I built a personalized dashboard with key metrics that update daily. It's like a virtual trophy case, letting me track progress and celebrate wins.

1,654 Views
Message 65 of 80
Report

To track my business goals, I use a combination of SMART criteria, task management tools, and regular reviews. This ensures clarity, measurable progress, and adjustments as needed. Excited to hear others' approaches! :smile

1,553 Views
Message 66 of 80
Report

Every year, we set big sales goals for our stores that are much higher than what we expect to sell. We break these goals into smaller steps for each month and even each day. We work together as a team to come up with plans to reach these goals, like launching a new store app this year. We regularly check our progress and change our plans if needed based on how sales are going and how many staff we have. Read More

1,504 Views
Message 67 of 80
Report
Square Champion

I track my business goals every month. I have a running spreadsheet that I add to at the end of the month, or sooner if I think of it, so I can log all the great things we accomplished over the month. This way, we dont look back at the year and think nothing happened. 10/10 recommend this practice.

UV-Free Tanning Salon Owner, Northern California (Campbell)
Square Champion - Expert
instagram.com/bronzepalms
1,487 Views
Message 68 of 80
Report

To track and stay on top of business goals:

1. Define Clear Objectives: Start by establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals for your business.

2. Utilize Key Performance Indicators (KPIs): Identify the metrics that directly align with your goals and regularly monitor them to gauge progress.

3. Implement Tracking Tools: Use project management software, spreadsheets, or dedicated goal-tracking apps to record progress and visualize data.

4. Regular Reviews: Schedule regular reviews to assess progress, identify any obstacles, and adjust strategies as needed. (you may be insterest in reading about the best printer for cricut makers)

5. Prioritize and Focus: Concentrate efforts on high-priority goals and avoid getting sidetracked by less critical tasks.

6. Communicate and Collaborate: Keep your team informed about the goals and their progress, fostering collaboration and accountability.

7. Adaptability: Remain flexible and open to adjustments based on changing circumstances or feedback.

By following these steps, you can effectively track your business goals and ensure you stay on top of them.

1,468 Views
Message 69 of 80
Report

As a marketing strategist, data-driven decision-making is key. I rely on a robust arsenal of analytics and insights tools to track progress toward business goals. I go beyond platform-specific dashboards, though, by:

Unifying data - I consolidate metrics from various sources - social media, web analytics, CRM - into a central dashboard for holistic understanding.
Building custom funnels - I move beyond standard metrics to create custom funnels that track specific user journeys and campaign effectiveness.
Correlation, not causation - I delve deeper by using tools like correlation analysis to isolate impactful factors driving my success.

 

Apart from this, I use A/B testing and multivariate analysis, utilize forecasting tools to anticipate trends, and translate data into clear, actionable stories that inform decisions and inspire teams.

Alice White
1,463 Views
Message 70 of 80
Report

Hm Thats Nice!

1,092 Views
Message 71 of 80
Report

I set clear, measurable goals and use project management tools to track progress. Regular reviews help me stay on top of my objectives and make necessary adjustments.

1,050 Views
Message 72 of 80
Report

I track my business goals using a combination of SMART goals and regular check-ins. I set specific, measurable targets and use project management tools like Trello or Asana to monitor progress. Regular reviews help me stay on track and make adjustments as needed.

https://www.vancorr.com/

 

1,008 Views
Message 73 of 80
Report

I track my business goals using a combination of project management tools and regular progress reviews. Setting clear, measurable objectives and updating them frequently helps keep everything on track. Looking forward to hearing others' strategies!

968 Views
Message 74 of 80
Report

I set clear, measurable goals and use tools like project management software to track progress. Regular reviews and adjustments help keep me on track.

959 Views
Message 75 of 80
Report

I track my business goals using a combination of detailed planning tools and regular progress reviews. I set clear, measurable objectives and use project management software to monitor milestones and adjust strategies as needed. Regular check-ins ensure I stay on track. ๐Ÿ˜Š

942 Views
Message 76 of 80
Report

I track my business goals by setting clear, measurable targets and using tools like Trello for daily tasks and QuickBooks for financial milestones. Regular check-ins help me stay on track and adjust as needed.

833 Views
Message 77 of 80
Report

To track business goals and stay on top of them, I use a combination of key performance indicators (KPIs), regular progress reviews, and project management tools. Setting clear milestones and reviewing them frequently helps ensure we're on track. Thanks for asking!

792 Views
Message 78 of 80
Report

I set clear, measurable goals and use a project management tool to track progress. Regular check-ins help me stay on top of everything and adjust as needed!

570 Views
Message 79 of 80
Report

Great tips! Setting SMART goals and using tools like Trello or Asana helps keep everything organized. Regular check-ins and KPIs are essential for tracking progress. Celebrating milestones really boosts team morale too! Staying flexible and using visual tracking can keep motivation high. Thanks for sharing!

 

467 Views
Message 80 of 80
Report