Dynamic Goal KPIs

A dynamic goal KPI defines the KPI instance goal outside of the KPI instance. This is useful for records that include goal information and for users who want the KPI instance goal to always reflect the record value.

For example, the “Event Registrant Capacity” KPI definition includes a dynamic goal. If you create a new KPI instance for this definition, after you identify the event to use, the Capacity value included on the event record defaults to the Goal value field on the Goal tab. Registrant information is then always compared to the event capacity goal.