MTD Tracking
MTD (Month-to-Date) tracking allows you to break down a quarterly Key Result into monthly targets, helping you monitor progress more frequently and stay on track throughout the quarter.
This is especially useful for goals that naturally have monthly expectations, such as sales, revenue, hiring, or usage metrics. Instead of waiting until the end of the quarter, MTD tracking provides early visibility and enables timely course correction.
Why Use MTD Tracking?
MTD tracking helps you:
Identify gaps early and take corrective action
Stay focused on consistent performance, not just end results
Visualize whether you are on pace to meet your quarterly target
Not all goals progress linearly. MTD tracking is ideal for goals where monthly performance matters as much as the final outcome.
Example
Ravi is a Sales Manager with a goal to increase monthly sales from ₹2 crore to ₹3.5 crore by the end of the quarter.
He sets monthly targets as:
January: ₹2 crore
February: ₹2.75 crore
March: ₹3.5 crore
Using MTD tracking, Ravi can:
Capture each month’s target
Track progress month by month
See whether he is on pace to meet the quarterly goal
How to Enable MTD Tracking
Create an objective and open the Objective Details page.
Click on Metric.
Enter the Metric Name, Metric Type, Start Value, and End Value, then click + Milestone.
In the milestone pop-up, enable the Track Monthly toggle.
Enter targets for each remaining month of the quarter.
Click Save Milestone.
Once MTD is enabled:
The quarterly start value is set to 0
The quarterly target becomes the sum of all monthly targets
How Check-ins Work for MTD Goals
Check-ins for MTD goals work the same way as regular check-ins, with one key difference: they are tied to a specific month.
You can submit check-ins for the current or previous month
Select the check-in date while updating progress
A check-in dated in January updates January’s achievement. Quarterly progress is calculated as the sum of all monthly achievements
Viewing Progress
You can view progress in multiple ways:
Progress for a specific month
Progress for the entire quarter
A bar graph comparison showing monthly targets vs achievements
This makes it easy to spot trends, gaps, and wins at a glance.
Important Things to Know Before Enabling MTD
Enabling MTD deletes existing check-ins for the goal to ensure clean monthly tracking.
Deleted check-ins remain available in the Activity Feed.
Switching from MTD back to a normal metric will also delete existing check-ins.
These will again be preserved in the Activity Feed for reference.
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