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Stay on top of your goals

APPLIES TO: Power BI Desktop Power BI service

Scorecards in Power BI let you curate your goals and track them against key business objectives, all in a single pane. In addition to seeing all your goals in one view, scorecards make it easy for you to dig deeper into the data, update your goals, and make notes on important events.

View goal details

The goals Details pane provides the entire history for the goal from the start date, including check-ins, status changes, and relevant notes.

To access the details pane, open a scorecard and select the goal name. Power BI automatically shows the details pane. Screenshot of The Details pane for a goal.

You can filter scorecards to view the goals that are labeled as a particular status. Select the summary cards at the top of the scorecard to see what is on track or at risk.

In the following screenshot, the highlighted goals are at risk.

Screenshot of goals filtered to status at risk via summary card.

In the following screenshot, the highlighted goal is behind.

Screenshot of goals filtered to status behind via summary card.

There's also a keyword search that filters the scorecard down to goals that match the keyword. Select the Filter icon above the first goal and type the keywords you're looking for. The scorecard filters to show those results, without losing the context of any parent or child goal relationships, making it easy to quickly find a particular goal and see how it's doing.

The following screenshot shows a scorecard before filtering.

Screenshot Indicating location of keyword search on scorecard.

The following screenshot shows a scorecard filtered with the keyword attrition.

Screenshot of Keyword search results for goals related to attrition.

Update manual values

  1. In a scorecard, select the goal name.

  2. In the Details pane, select New check-in.

  3. Complete the following actions:

    • Choose a date.

    • Enter a new or updated value.

    • Select a status.

    • Optionally, include a note.

    Screenshot of Manual check-in, set date, value, status, and note.

  4. Select Save.

    The check-in details appear in the Activity section of the goal Details pane.

    Screenshot of Check-in is posted to the goal.

Update connected values

  1. In a scorecard, select the goal name.

  2. In the Details pane, select New check-in.

  3. Complete the following actions:

    • Choose a date. Choosing a date autopopulates the value for that day. You can't override a connected value.

    • Select a status.

    • Optionally, include a note.

    Screenshot of Check-in for a connected goal.

  4. Select Save.

Follow your goals

Use the Follow functionality to quickly access goals you're interested in and stay up to date on the activity on these goals. You can follow goals as you're browsing through different scorecards and later access all your followed goals in one place. So, you can get a quick overview of the goals you care about, without having to navigate to different scorecards often.

To follow, hover over the goal in the scorecard to select the Follow goal icon.

Screenshot of following a goal.

To see all your followed goals, go to the Scorecards hub and select Following.

Screenshot of followed goals in Scorecards hub.

Once you follow a goal, you get Teams notifications whenever the goal definition is updated. Examples of an update are when a check-in is added or an automated status rule changes the status of the goal. Read more about notifications in Teams.

To unfollow and stop getting Teams notifications, hover over the goals and select Unfollow goal.

You can also create email subscriptions for your scorecards to receive regular updates.

More questions? Try the Power BI Community.