GoalZ is a tool designed to quickly identify which locations are at risk of missing their goals, eliminating the need for tedious, error-prone spreadsheet checks by showing exactly what needs attention right now.
If you are the Primary MSP, you can view your collaborator's progress from your own system. If you are the Secondary MSP, you can send status updates to the Primary.
There are a couple of steps that need to be done to enable GoalZ with Collaboration.
Secondary side
Head to the Collaboration Admin and find the project you want to share the status data of. Use the View button.
Once the project settings open, look for the Share Status Data setting, and set the radio button to Share shop status data with Primary.
Make sure to check Update Project Settings before using the Submit button.
Primary side
Head to the GoalZ interface and select the shared client in the Client/Survey dropdown.
Select your Collaboration Partner in the second dropdown.
You can adjust the columns to your need, and you will see the goals met (or unmet) by the Secondary.
