Description
Goal tracking is how you know whether your plan is working. ProcessPro's tracking system goes beyond simple percentage completion — it supports configurable measurement units, baseline and target values, directional thresholds, and expected progress trajectories. This lets you measure goals in the way that makes sense for each objective.
Why Track Progress?
A plan without tracking is just a wish list. Progress tracking creates accountability — owners can see what's overdue, leadership can see which focus areas are lagging, and everyone knows what "done" looks like. It also creates a historical record of progress over time.
Quick Steps
Configure Goal Tracking
Open the goal and go to the tracking configuration section.
Set up the tracking parameters:
Unit of Measurement — How the goal is measured. Options include percentage, numeric, currency, or custom units.
Baseline — The starting value (where you are now).
Target — The goal value (where you want to be).
Direction — Whether higher is better (e.g., revenue) or lower is better (e.g., response time).
Thresholds — Define status boundaries: On Track, Behind, Off Track, Overdue. These classify goal progress automatically based on the values recorded.
Click Save.
Record Progress Data Points
Progress is recorded as data points over time — each entry has a date and a cumulative value.
Add progress entries manually via the goal detail view.
Progress can also be updated programmatically via the API for integrations.
Data points are plotted on a line chart, showing progress growth over time.
Define Expected Progress Trajectory
Go to the Expected Progress tab within the goal.
Define expected progress points as date-value pairs — these form a reference line on the Progress chart.
The reference line shows the ideal trajectory from the goal's baseline to its target across the date range.
You can auto-generate expected progress points — the system distributes them evenly from baseline to target across the goal's start and due dates.
Add, edit, or delete individual expected progress points as needed.
Read the Progress Chart
The Progress chart shows two lines:
Actual progress — the recorded data points connected over time.
Expected trajectory — the reference line showing where progress should be.
If actual progress is above the expected line, the goal is ahead of schedule.
If actual progress is below the expected line, the goal is behind schedule.
The chart helps you spot trends early — before a goal becomes officially "at risk."
Update Goal Status
Right-click on the goal and select Edit Goal.
Change the status:
Draft — Goal is in planning. Not yet being tracked.
Active — Goal is live and being worked on.
Click Save to apply the status change.
Restrictions
Tracking configuration (unit, baseline, target, direction, thresholds) is set per goal — each goal can measure differently.
Progress data points are cumulative — each entry represents the total progress to date, not a delta.
Expected progress points are optional but recommended for meaningful trajectory comparison.
Only users with edit permissions can record progress or change tracking settings.
Activating a goal requires an Owner to be set.
Important: The thresholds you configure (On Track, Behind, Off Track, Overdue) automatically classify goal status based on recorded progress. A goal with progress below the "Behind" threshold will be flagged — no manual status change needed. Set these thresholds carefully to match your organisation's risk tolerance.
Further Information
Goal Tasks and Activities — Adding tasks to goals for granular tracking.
Gantt Chart — Visual timeline tracking.
Plan Snapshot and Reports — High-level progress reporting.