Add data to a lagging goal

A lagging goal’s numbers come from reports the store receives: a guest survey comparison, a sales summary, an audit score. Nothing arrives on its own. Add data takes a report in one of two ways, either typed in or uploaded as a file that Levi, the assistant built into Levelset, reads, and saves each figure as a result with the dates the report covers. The goal’s card, its page, the matrix and every scoreboard update as soon as the results are confirmed. Entering results needs the permission Goals > Enter Results; without it neither button below appears. Start from the goal: open Performance > Goals, the Lagging view, click the goal and then Add result. Or click Add data at the top of the Lagging view and pick the goal when asked Which goal are these results for?. The goal decides what kind of report is expected.

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Type in results

Use this for a few numbers from a report you are looking at.

1. Choose Type it in.
2. Set the Report window, From and To: the dates printed on the report, not today. It is pre-filled with the period after the last one entered for this goal, or last month.
3. The row already names the goal’s Measure. Enter the Score (or Value for a non-percent goal) and, for a guest survey, the Responses.
4. For a guest survey, tick Break out by channel or daypart to enter a figure for one channel or daypart. If your survey report lists counts per score instead of a percentage, switch on Full scale (counts at each level) and enter how many responses gave each score from Level 1 to Level 5; Levelset works the percentage out.
5. Click Add a measure to enter another figure from the same report, then Review.

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Upload a report

Use this for a whole report. Choose Upload a report, then drop a PDF, spreadsheet (.xlsx or .xls), CSV or screenshot on Drop a file here or choose one, up to 10 MB. Levi is reading the report shows while the figures are read out, then the review opens with every row Levi found. A row whose dates could not be read is skipped and named under Some rows could not be read.

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Review and confirm

Review before confirming lists each row with its dates, measure, value and responses. Nothing is saved until you confirm, so fix a row here: edit any cell, or remove a row. When the report calls a measure something different from your goal (say “Speed” for Speed of service), pick the goal’s measure under Match this measure so the figure lands on the goal; Keep as new saves it under the report’s own name instead. Cells Levi was unsure about are highlighted; Show the report puts the file beside the table to check them against. The Confirm button says how many rows it will save; click it. If a window already has a result, Some windows already have results shows the Existing and New values side by side. Replace existing swaps in the new results and keeps the old ones on the goal’s page under Show replaced results; Keep existing discards the new ones. This is also how a disagreement is cleared: when two results overlap the same days with different figures, the goal’s page says reports disagree and names the window, and adding the corrected report for that window with Replace existing settles it.

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Read the coverage

A goal’s number is only as good as the days behind it, so after confirming, Saved 3 results is followed by What this covers for each measure: a strip of the last 90 days marked Reported (a report named those days), Derived from overlapping reports (Levelset worked the days out from two reports that overlap) or Not pinned by any report yet (no report covers them). What would fill the gaps names the report that would cover each gap, for example Comparison report, Taste of food, all channels, 8/1/26 to 8/15/26 would pin these days; Copy puts that sentence on the clipboard to send to whoever pulls the report. A measure no goal tracks says so; its results are saved and appear once a goal for it exists. Click Done to return to the goal. The same coverage strip and gap list sit on the goal’s page under its trend chart, so the gaps can be checked any time.

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Fix a result

On the goal’s page, Results lists every result in the timeframe. Edit on a row changes its From, To, value and responses; Save result stores it and the goal’s numbers move with it. Remove asks Remove this result? and takes it out of every calculation; it stays listed as Removed under Show replaced results. A result’s Source column says how it arrived: Typed in, PDF, Spreadsheet, CSV, Screenshot or Pasted email.

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Who can do what

If a button described on this page is missing for you, this table names the permission behind it. If you’re missing something here, ask whoever manages roles in your organization.

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Common questions