> For the complete documentation index, see [llms.txt](https://everyday-digital.gitbook.io/authoring-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://everyday-digital.gitbook.io/authoring-docs/data-manager/data-target-tracking.md).

# Data Target Tracking

**When data is** [**linked**](broken://pages/DXRwOZiQIvcRd0sNTdBI) **to a** [**Data Activity in a Pathway**](https://everyday-digital.gitbook.io/pathways-docs/pathway-editor/pathway-activities/data-tracking)**, users can follow their progress by viewing goal rings on their app dashboard.** Data can be integrated and automatically updated using the API, or new data can be uploaded by admins on a regular basis.

{% hint style="info" %}
**A data tracking activity on a pathway must be fulfilled before the user can proceed.** In the form of a goal ring, the data will be visible to users on their app dashboard and can be used to track progress towards their target.&#x20;
{% endhint %}

## Data Tracking Example

**Have a look at our example of tracking new leads acquired on a month-to-month basis.** We are referencing data that includes a dynamic goal type - a unique target value can be assigned to each user, thus personalising the goal ring.

<figure><img src="/files/j4Im0ybx5zoQMphsfhjl" alt=""><figcaption></figcaption></figure>

**In this scenario, we have used data (added as a** [**collection**](broken://pages/-MNhzl8q-4e_YHbZ1Fz-#data-collections) **in** [**Data Manager**](broken://pages/-MNhzl8q-4e_YHbZ1Fz-)**) to track new leads acquired by each employee on a monthly basis.**&#x20;

{% embed url="<https://cdn.falkor.io/uploads/2020/12/cloud-file-7098/986305cadbf191b6c6ae403e1e0f1829.mp4>" %}

## Data Settings

{% hint style="info" %}
**Data Settings will depend on how data is structured, what needs to be tracked, and how often it data needs to be updated.**
{% endhint %}

| Data Setting       | Description                                                                                                                                                                                                                           |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Collection**     | Choose a collection (created in [Data Manager](broken://pages/PFBMAGvj3EjWXaF4C1Hj)) that has been added to [Linked Data](broken://pages/DXRwOZiQIvcRd0sNTdBI) in your [Pathway](https://everyday-digital.gitbook.io/pathways-docs/). |
| **Goal Title**     | Name the goal ring (this will be visible to users on their app dashboard).                                                                                                                                                            |
| **Ring Colour**    | Pick a colour for the goal ring.                                                                                                                                                                                                      |
| **Data Formula**   |                                                                                                                                                                                                                                       |
|                    | **Sum Total.** Total of all rows for that user                                                                                                                                                                                        |
|                    | **Latest Daily, Weekly, Monthly or Annual Value.** The value of the row with the latest date                                                                                                                                          |
|                    | **Latest Value. L**atest value for that user based on time                                                                                                                                                                            |
|                    | **Average.** Average of all rows for that user                                                                                                                                                                                        |
| **Date Column**    |                                                                                                                                                                                                                                       |
|                    | Pick the column that contains the data you are tracking e.g. TARGET column                                                                                                                                                            |
|                    | Pick the column that contains the dates/timestamps e.g. DATE column                                                                                                                                                                   |
| **Date Range**     | <p>Look at data within specific timeframes, i.e. a goal is reset based on the date range chosen, <br>e.g. day - goal resets each day. </p><p>e.g. month - goal resets every month.</p>                                                |
| **Goal Type**      |                                                                                                                                                                                                                                       |
|                    | **Static Value.** Provide a static number that needs to be reached in order for the user to fulfil their goal, e.g. 20 sales, 10 leads.                                                                                               |
|                    | **Dynamic Value.** Allow goals to vary from one column to another, e.g. Jo's target is to make 100 sales; Alex's target is to make 150 sales.                                                                                         |
| **Target Column**  | Specify the target column for a Dynamic Goal Type                                                                                                                                                                                     |
| **Target Formula** | Specify the formula that must be applied to the target column for a Dynamic Goal Type                                                                                                                                                 |

{% hint style="info" %}
Generally, the **Target Column should be a Current Value** for what the users need to reach in total. When using **Dynamic Targets**, the "**Latest Value**" formula is typically what should be used.
{% endhint %}

## Dashboard: Goal Ring Example

Here is an example of what the **goals rings** might look like on the user's app dashboard:

{% embed url="<https://cdn.falkor.io/uploads/2020/12/cloud-file-7098/47e549ae88363082d831959c7b982875.mp4>" %}

{% hint style="success" %}
Tracking New Leads & Pathway progress goal rings&#x20;
{% endhint %}
