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New Contributor
December 1, 2025
Question

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

  • December 1, 2025
  • 0 replies
  • 248 views

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. 

 

Thanks,

Janica

Silverfort

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    elijah
    Community Manager
    Community Manager
    December 9, 2025

    Hi ​@Janica Bills— Thanks for sharing this question with the Community!

     

    Currently, the Historical View Widget supports a single manual goal line, not a dynamic target that changes per viewer or scope.  

     

    Current Functionality

    • The Historical View widget lets you set a custom goal that appears as a line for comparison against the trend. This goal is entered manually.

    • Only one goal can be applied to a widget at a time. Changing the Scope on a dashboard does not update that goal dynamically, meaning the manually entered goal remains the same.

    • It is not currently possible to have the goal automatically adjust based on who is viewing the dashboard (e.g., a leader seeing their own quota by default).

     

    Possible Workarounds

    • Create separate widgets (or dashboards) per leader and set each widget’s goal to that leader’s target. Then, share the appropriate dashboard with each person. This avoids ambiguity while preserving a clear goal line. 

    • Use Forecast widgets for target visibility (quota, closed, primary forecast call) where appropriate, as these surface goal-related context in a way many leaders expect for target tracking.

    • If you need a pacing target in current quarter, consider the Pulse widget which shows a dotted pacing line (e.g., 20% by Week 4, 50% by Week 8) for linearity checks. This gives goal-oriented context, though it’s separate from Historical View.

     

    If none of those workarounds work well for your team, I would recommend submitting an Idea for this functionality in our Community here, which will add your feedback to our product team’s repository so that they can consider your idea as a future enhancement opportunity.  

    Elijah Ezeji-Okoye, Community Manager, Clari
    New Contributor
    May 1, 2026

    We would also like to dynamically assign the red line using a quota variable.