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How to set and monitor a goal

Stay ahead of risks by setting smart monitoring goals that trigger alerts when performance slips.

The Monitor feature acts like your early warning system in SystemView. Instead of waiting until a problem becomes visible, you can set a monitoring goal on any chart series and let the system track it for you. Want to keep activity levels steady, make sure key standards aren’t slipping, or get notified the moment performance drops? Monitor keeps a constant eye on your data and sends you alerts when thresholds are crossed - so you can respond quickly and stay in control. See What is MyView? for background.

💡When to use this feature: Use Monitor when you want to maintain performance standards and get ahead of risks before they escalate.


Setting up a monitor goal

  1. In Explore, navigate to the component and chart you want to use.

  2. Click the Activate button in the top-right corner of the chart. Activate-2

  3. Select the series or trendline you want to monitor.

  4. Click Monitor at the bottom of the chart.

  5. Enter your Standard Value (the baseline or threshold you want to track against). and click Next.

  6. Screenshot 2025-09-19 104858Set your Notification Preferences and turn the Notify Me toggle On, if you’d like to be alerted about progress

  7. Click Save.

Your goal will now be saved in Interact > MyView > Monitor, where you can see performance against your defined standard.


How to delete a monitor goal

To remove a monitoring goal, go to Interact > MyView, hover over the chart on the Monitor shelf, and click the red X in the top-right corner. This will delete the target and any associated notifications.

ℹ️ You can also update your notification settings anytime. See How to manage notification settings for more.


Interactive Guide

Use the guide below for an interactive step-by-step demo of how to use the monitor feature.