Summary
Goals & KPIs let you put a target on any Alta metric — pipeline created, meetings booked, replies, revenue — and watch progress fill in over time. You can break a goal down by segments (rep, team, region, anything in your model), choose Month / Quarter / Year granularity, and filter the list by current period to see what's tracking and what's not. This guide walks through creating a goal end to end and using the tracking views.
Who this is for
Sales managers, RevOps, and team leads who want to set quotas and KPIs against Alta metrics and track progress without exporting to a spreadsheet.
Before you start
You'll need at least one metric already defined in Alta. Each metric can be attached to one goal — if a metric already has a goal, it shows up disabled in the picker with the tooltip "A goal already exists for this metric".
Know how you want to break the goal down. Goals are most useful when segmented (by rep, team, region, product, etc.) — so think ahead about which fields you'll use as segments.
Part 1: Create a goal
Step 1: Open Goals & KPIs
From the left sidebar, go to Track → Goals & KPIs. The page title reads Goals & KPIs.
If you don't have any goals yet, you'll see the empty state: Create your first goal with an Add goal button. If you already have goals, click the + Add goal button in the top-right.
Step 2: Pick the metric
You'll land on the Create goal page with a two-step stepper. The first step is Define goal.
In the Metric picker (placeholder: "Choose metric"), select the metric you want to set a target on. If you don't see your metric, it may already have a goal — re-check the existing Goals list. You can click Go to metric page next to the selector to inspect the metric's definition in a new tab before committing.
The page title updates to your metric's name as soon as you select it.
Step 3: Add a goal description (optional)
Below the metric picker, the Goal description field is a free-text textarea. Use it to capture why the goal exists or how the number was chosen ("FY26 board target", "ramped quota — full-quota reps only"). It shows on the goal row in the list and on hover, so your team has context next to the number.
Step 4: Move to "Set goal" and pick a time granularity
Click into the second stepper step, Set goal. Above the goal-definition table, you'll see a granularity dropdown. Pick one of:
Month — for monthly quotas (e.g. meetings booked / month).
Quarter — the default, and the most common cadence for revenue and pipeline goals.
Year — annual targets only.
You can switch granularity later when reviewing the goal — your target numbers are stored per granularity, so switching doesn't overwrite work.
Step 5: Add segments (how you break the goal down)
Inside the goal-definition table, click + Add segment. Pick a field from your metric's model — for example Owner, Team, Region. Alta opens a popover where you select which values to track under that segment (e.g. specific rep names or team names). Click Apply and Alta fills in a row for each value.
Want a second level of breakdown? Inside an existing segment, click + Add sub-segment and pick a second field. This is what gives you the nested view ("by Team, then by Rep").
Step 6: Enter target numbers per period
Each column in the table is a period (a month, quarter, or year, depending on your granularity choice). Click a cell and type your target. Empty cells are ignored — only periods you fill in count as goals. Numbers are stored as raw values; formatting follows your metric's value format (currency, count, percentage).
Repeat for every breakdown row you want to set a target on. You don't have to fill the whole grid — leave a row blank if you aren't tracking a target for it.
Step 7: Save
Submit the form. You'll see a success toast: Successfully saved goal, and you'll land back on the Goals list. If something fails on save, you'll see Error saving goal and the form keeps your work — try again or contact support.
Part 2: Track progress on the Goals list
The list view
Back on Track → Goals & KPIs, each goal renders as a row showing:
The goal name (the underlying metric's name).
The goal description you wrote.
A progress component for the currently selected period — actual value vs. target, forecast where available.
A chip tagging the metric the goal is based on ("Based on {metric} metric").
An actions menu to edit or delete.
Filter by period
The pill toggle at the top of the list lets you scope the view to This Month, This Quarter, or This Year. Next to each pill, Alta shows the count of goals with a target in that period (e.g. "This Quarter / 7"). Need a different window? Click Custom — a calendar popover opens with Month / Quarter / Year tabs and lets you pick any specific period (Q1 2026, March 2026, etc.).
Search and group
Use the Search goal input to fuzzy-match by metric name or description. Use the Group by dropdown to roll the list up by segment — e.g. "Group by Team" gives you one accordion per team with the goals nested inside. Pair with Breakdown filters to narrow to a single team or rep.
Open a goal to see the detail page
Click any goal row to open the goal detail page. You get:
The same period filter pills (with the period you came from preselected).
A finer-grained time-granularity selector (Day / Week / Month / Quarter / Year) for the chart inside the goal.
An Insights popover if Alta has detected anything notable about this metric's recent movement.
An Edit goal button in the top-right to jump back into the editor.
Edit or delete a goal
From the Goals list, use the actions menu on a goal row to Edit or Delete. Editing opens the same two-step form pre-filled with your existing targets and segments. Deleting prompts a confirmation before removing the goal — the underlying metric stays put.
Tips and common pitfalls
One goal per metric. If you want a different target for a different team, model the team as a segment inside the same goal — don't try to spin up a duplicate metric to dodge the rule.
Leave cells blank to skip them. The grid treats empty cells as "no target" — that's how you set goals only for the periods you care about (e.g. just the next four quarters).
Granularity is per-goal, not per-org. You can have monthly meeting-booking goals and yearly revenue goals living side by side. The list view will show "0" for periods that don't match your selected granularity.
Use Group by to spot misses fast. Group the list by your most important segment (usually rep or team), set period to This Quarter, and the progress bars instantly show who's tracking and who's not.
Descriptions show up on hover. The Goal description appears as a tooltip on the list row — short context here ("FY26 board commit", "stretch goal") helps your team read the page in a second.
Insights only show on the detail page. If you want Alta's commentary on a metric's recent movement, open the individual goal — the popover lives next to the metric name there, not on the list.
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