How to Edit or Delete a Goal

1. Go to the Goals page.
2. Find the Goal you want to update.
3. Click the three-dot menu on the Goal tile.
4. To Edit, select View/Edit.
5. Update editable fields, such as:
   • Goal Name
   • Goal Date Range
   • Goal Criteria
   • Goal Spend Amount
   • Cascaded page or retailer assignments, for Organization Goals
   • Goal Owner
   • Goal Note
6. Click Save Goal.

To delete a goal, click the three dot menu and select Delete Goal. 

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For cascaded Goals viewed from a single page or planning space, users can view the Goal details and edit the Goal note, but the main Organization Goal details and assignment amounts are managed from the All Teams context by Admins.