Goals connects Userlane's behavioral data to the specific outcomes your organization is accountable for. Define a target, a deadline, and an optional segment, and Goals tracks progress automatically. No manual exports or additional configuration required.
How it works
Each goal tracks one metric against one target. When creating a goal, you define:
- The outcome area - chosen from four options: reduce time/cost to learn, reduce errors, reduce support tickets, or drive usage/adoption
- The target - the value you are committing to reach
- The deadline - the date by which you expect to reach it
- The segment (optional) - a specific user population to scope the measurement to
Progress updates daily (overnight) using the same behavioral data that powers your HEART score.
Creating a goal
To create a new goal:
- Navigate to Goals in the left navigation of the Userlane Portal.
- Click Add goal.
- Select an outcome area. Choose from: Reduce time/cost to learn, Reduce errors, Reduce support tickets, or Drive usage/adoption. Select None of the above to continue without pre-filtering.
- Select a goal. Choose a pre-built goal from the list. Each goal shows its name, a short description, and the metric it tracks. Select None of the above if none of the options fit.
- Select the specific Tasks, Guides, Validators, Tags, or Messages the metric will track. The options shown depend on the goal type.
- Set your goal details. Enter a name, set your target value, choose a due date, and optionally select a segment. The current metric value is displayed as your starting point and captured automatically when you save.
- Click Create a goal.
The Goals view
The Goals page shows all active goals for the current application. Each row displays:
- Goal name and outcome area
- Segment - the segment applied, if any
- Progress - a progress bar for in-progress goals, or a current/target value pair with a status badge for completed and overdue goals
- Due date
Three summary cards at the top of the page show the current count of in-progress, completed, and overdue goals.
Click any row to open the goal detail drawer on the right side of the page. The drawer shows the full progress record: start value, current value, target, due date, metric, and segment.
Archived goals are available in the Archived tab. They are read-only and cannot be reactivated.
Goal statuses
- In progress - Due date has not passed and target has not been reached
- Completed - Current metric value has met or exceeded the target
- Overdue - Due date has passed and target has not been reached
- Archived - Goal has been closed manually or automatically
Editing and archiving goals
Extending a due date: Open the goal detail drawer, click Edit, and select Extend due date. Set a new date and confirm. Extending the due date of an overdue goal resets its status to In progress.
Archiving a goal: Open the goal detail drawer and click Archive goal (or goals in progress, click Edit, and select Archive goal). Archived goals move to the Archived tab and cannot be edited or reactivated.
Goals are archived automatically 30 days after the due date passes without the target being reached, and 30 days after completion if not archived manually.
The target value, metric, and start value cannot be changed after creation. To change the scope of what is being measured, archive the existing goal and create a new one.
