The 4.9 version released a major feature addition to the Apty Admin Console, named Goals. This article will give you an understanding of the Apty Goals feature.
TABLE OF CONTENTS
What are Apty Goals?
PATH: Admin Console > Click on any hosted Application > Goals
Apty's Goals feature is an advanced monitoring component available in Apty Admin Console. Goals are application-specific and based on the requirement, you can create as many Goals as you want for a hosted application.
Why Apty Goals?
Setting business goals is important because it helps in making the priorities clear for everyone in the organization. But after we set goals, we should keep tabs on their whereabouts. And when it comes to a goal involving digital adoption or any digital process completion. This is where the Apty Goals feature comes into play. With Goals, you can monitor, analyze, and predict the progress of your business process goals and track their Completion Rate.
Furthermore, Goals will help you increase the correctness rate of digital adoption processes by helping users comply with the rules. Your employees complete the task, or they complete the task correctly.
Completion means completing a task or a process.
Correctness means completing a task or a process correctly, complying with the rules and guidelines set for the task.
Completion and correctness – these two are the principal determinants of Apty's Goals feature.
How do Apty Goals work?
Goals are created on top of one or more Activities. In other words, you should have activities running in your application to run Goals. Primarily, there are two types of Goals – active goals and inactive goals.
- When the Goal is in the active status, it will track the user interaction with Apty Widget and will generate a progress report for your Goal.
- When the Goal is in the inactive status, it will not track the user interactions any longer, but you can always view reports and results of the Goal.
Furthermore, the user interface of the Goals feature has three screens to help you track, monitor, and analyze your Goals.
Screen 1:The first screen gives you a global Goals Overview dashboard.
- the Average Goal Correctness option to help you keep track of the status of your Goals (Note that the Average Goal Correctness can increase or decrease depending upon the correctness rate of active Goals in your application.,
- the start date of your upcoming goal in the Next Goal in section,
- a global Goals Overview, with different parameters, like Goal Name, Start Date, Target Date, Recurrence, Correctness,
- the option to switch between Show Active and Show Ended to see the active Goals and inactive Goals respectively,
- the Add Goal button to create a new goal with new parameters, and
- the Status(Achieved, Failed, On-Track, and At-Risk) option to monitor the status of the goal,
For an active Goal, the status will be “On-Track” when users are performing well, and based on the user interaction Apty predicts that the Goal is achievable within the predefined time frame. On the other hand, if users are not performing well and Apty predicts that the Goal looks unachievable within the time frame, then the status will be “At-Risk”. By default, the first screen will showcase the list of active Goals as shown below.
For an inactive Goal, the status will be marked as “Achieved” if the Goal was achieved. Otherwise, it will be marked as “Failed”. In order to see the list of inactive Goals, click on the "Show Ended" button on the top right corner of the "Goals Overview" dashboard. Again, use the "Show Active" button to go back to the active Goals list.
Screen 2: Once you click on a Goal, you get the second screen to observe all your metrics related to that Goal.
In that screen, you have-
- the Metrics overview dashboard with Activity Name, Segment, Correctness Goal (%), visual representation Correctness (blue if it's on-track and red if at-risk), and the total number of Completions for each activity,
- the representation of Time Left for Target Date,
- the representation of Start Date and Target Date,
- the monitor the current Goal Correctness (%) and the Average Goal of Correctness (%), and a bar graph to visually display the progress, and
- the Add Metric button to add Activities inside that Goal, with Segments, and an aimed Correctness.
Screen 3: Upon clicking on any of the Activities listed in your Metrics dashboard, you will find a dedicated screen that provides predictive analysis of the activity.
Here you also get-
- two real-time, easy-to-understand visual predictive analysis reports (1.a & 1.b) of Activity correctness status, Expected Progress for each Segment (whether they are on-track or at-risk), and a view of Average Goal Correctness.
- a representation of the Time Left for Target Date,
- the view for Start Date and End Date,
- the view for Status, and
- the Send Alert button.
In this screen, you can find out which segment of users are performing well, and which are not. Accordingly, you can take the required steps to make users aware of the guidelines to comply with in order to improve their performance, thereby improving the Goal correctness.
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