Data Checkpoint

Create a data activity on your pathway that refers to linked data to establish fulfilment.

A checkpoint can be added to a pathway. It is linked to data added to a collection in your Data Manager. Unlike Data Tracking, which is ongoing, a Data Checkpoint is once-off activity.

A checkpoint is linked to data that automatically establishes fulfilment and determines whether the next pathway step is unlocked.

Have a look at our sales target example activity, below:

In this scenario, we have used sales data (added as a collection in Data Manager) to create a Data Checkpoint.

The objective is to use the data to track the sum total of sales ever made. By setting a static target of 5 sales, each staff member who reaches 5 sales will automatically complete this activity (no direct action is required by the user). In our example, the user will unlock a reward once they reach the goal.

Remember: data checkpoints must be fulfilled in order to proceed on the pathway. This means that the data linked to the activity must align with the target/goal that you set.

Data Checkpoint Setup Options

When you set up a Data Checkpoint, you can play with the available metrics to create your targets.




Select the data collection you want to use (must be available in your Data Manager).

Goal Title

Name the activity (this will be visible to the user).

Data Formula

Select the formula you would like to apply to your data:

Sum Total, Latest Daily Value, Latest Monthly Value, Latest Annual Value, Latest Value, or Average.

Data Column

Select the column (in your collection) that you are you wanting to pull values from.

Date Column

Select the column that contains dates/timestamps.

Date Range

Choose timeframes within which your data should be considered for this activity. The goal will be reset based on the range you choose, e.g. for "Each Day", the goal resets each day.

Goal Type

The type will affect your Goal Settings options.

You can choose a Static Goal or a Dynamic Goal.

Static: provide a static number required to meet the goal.

Dynamic: compare one column to another column, e.g. 80/100 sales for User A and 90/150 for User B. For dynamic goals, you will need a column in your data to define the variable goals (e.g. per user).

Goal Settings

If the Goal Type is set to "Static Value", you will be able to enter a single static value (the target fulfilment value).

If the Goal Type is set to "Dynamic Value", you can assign a Target Column (the column you will use to reference the target values) and a Target Formula (formula applied to the data column).

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