Goal Tracker

Goal Tracker

The Goal Tracker template is designed to visually monitor and communicate team objectives and progress. It features a clear, engaging layout highlighting key goals, current status, and actionable insights. With intuitive elements like visual progress indicators, deadline timers, and customizable content, this template helps teams stay aligned, motivated, and focused on achieving their targets. Perfect for tracking financial, project, or performance goals, it encourages transparency and accountability within any team or organizational setting.

Video: Template Tour


Content Source

Once you have created your slide using the Goal Tracker template, choose a content source to start adding your content:

Web Portal

  1. Choose Web Portal in the Content Source dropdown

  2. Set your Goals
    1. Click [Add Content] to add Goals via the content editor and click [Save]
      OR
    2. Drag and drop one or more images  via Upload field

    3. Repeat step a to add more content
  3. When you are ready to go live, add your Goal Tracker slide to one or more playlists.

File Upload (XLSX)

  1. Choose File Upload (XLSX) in the Content Source dropdown

  2. Download the Goal Tracker data template
  3. Use the data template (XLSX file) to add your Goals.


    IdeaLearn more about the supported formats for this data template.
  4. Save your XLSX file locally and upload the saved file into the slide editor

  5. When you are ready to go live, add your Goal Setting slide to one or more playlists.

Google Sheets

Follow the prerequisite steps to set up your integration and get started with Google Sheets seamlessly.
  1. Vibe Portal - Set the content source to File Upload (XLSX) and download the VIBE-DATA-TEMPLATE_Goal-Tracker.xlsx.

  2. Google Drive - Upload the VIBE-DATA-TEMPLATE_Goal-Tracker.xlsx to your connected Google Drive folder and add your data
  3. Vibe Portal - Choose Google Sheets in the Content Source dropdown and select your saved Google Spreadsheet
Recommended Reading: Prep your Google Sheets

SharePoint (XLSX)

Follow the prerequisite steps to set up your integration and get started with using SharePoint Folders to store your Excel files.
  1. Vibe Portal - Set the content source to File Upload (XLSX) and download the VIBE-DATA-TEMPLATE_Goal-Tracker.xlsx.

  2. SharePoint - Upload the VIBE-DATA-TEMPLATE_Goal-Tracker.xlsx to your connected SharePoint folder and add your data
  3. Vibe Portal - In the slide editor, choose SharePoint (XLSX) in the Content Source dropdown and select your saved Excel file.

XLSX Data Template

If you have selected 'File Upload (XLSX)', 'Google Sheets' or 'SharePoint (XLSX)' as your content source, use this section as a guide for formatting the data in your spreadsheet.
Content Tab
Resource Tab

Supported Data Formats

Content Tab

Data ColumnSupported Formatting
Image
TitleFree format. Bold and underline formatting is supported.
SummaryFree format. Bold and underline formatting is supported.
Countdown DateFree format. Bold and underline formatting is supported.
 Target Value
Desired Target value or Goal
 Value
Current or actual value
SymbolSpecify the type of measurement unit for the values. It can accept either a percentage symbol ("%") or a currency symbol (such as "$", "€", "£") depending on the context
ResourceIDFree format. (Note: Must match the ResourceID in the Resource Tab).
DateFormat as DD/MM/YYYY or MM/DD/YYYY.
Info
Start Date and End date are optional.
TimeFormat as HH:MM (24hr) or HH:MM AM and HH:MM PM.
Info
Start Time and End Time are optional.

 Resource Tab

Data ColumnSupported Formatting
ResourceIDFree format. 
Image
Resource HeadingFree format. Bold and underline formatting is supported.
Resource CaptionFree format. Bold and underline formatting is supported.
QR Code URL
Valid web address (URL) of the content you want to share.
Recommended Reading:
Vibe Data Templates (for tips on how to download and connect your data to a slide)
Common Data Entry Formats (for more information on managing your data)

Design

  1. Countdown-  Easily enable or disable the countdown timer with a simple toggle switch. When activated, the countdown timer starts counting down from a preset duration, providing a visual cue for time-sensitive activities. Toggle it off to hide or stop the countdown, allowing for flexible control during your presentation or event.


  2. Style- Visualize your progress with a thermometer-style meter showing milestones, increments, and targets—making goals clear and motivating!
  3. QR Code  - Enable or disable the display of the QR code with a simple toggle. This feature allows users to quickly access additional information or links by scanning the QR code, enhancing interactivity and convenience.