Track to a Goal

Hi, I have 3 people who do the same job every day (post ads). They have a goal of reaching 18 entries/posts per day. I would like to know how I can show how many entries each person has done per day as compared to the goal - I have a modified date (as they work on a report not a sheet), their email address and a status column (posted, pending, drafted). Any help would be appreciated, thank you!


  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭

    Hey @DHR Temp Assignment Team

    Because modified dates will may change and be overwritten on a row, it might be difficult to use the mod date as a count criteria, depending upon your workflow. With a helper date column per employee (since you are only dealing with 3 people), and the Modified BY column, you could use a Record Date option to record when an individual made a modification. Then you could count entries.

    I would have

    [Emp 1 Date] [Emp 2 Date] [Emp 3 Date] [Modified By]

    I would build 3 different Record Date Automated Workflows.

    "Record Emp 1 Modifications"

    Trigger - rows added or changed when Status changes to any value

    When [Modified By] is one of <enter Emp 1's email address>

    Record Date in [Emp 1 Date]

    You would duplicate a workflow similar to this for each of your 3 employees, replacing with their email address and their date column.

    Your metrics would be a COUNTIFS based on TODAY(), if you wanted to track daily

    =COUNTIFS([Emp 1 Date]:[Emp 1 Date], @cell = TODAY())

    Would this approach work for you?


  • this is awesome, thank you! one other thing that might be nice is to be able to see their performance over time? would I be able to copy the goal info at the end of each day automatically to another sheet so I can do some trends?

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭

    Yes, absolutely. You can use the Move Row automation to Move Rows (or Copy Row Automation if all you want is a copy) to another sheet. I often set the automation to run at a certain time each evening so that I make sure no one needs to edit the row during the day.

    Once you have the data in what I call an 'Archive' sheet, you can either use Reports or Metric sheets to collect the data.

    Shout back out to me or the community if you need help with this


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