Keyboard Shortcuts

Balance Goals support keyboard shortcuts for power users:

Note: Multi-select works for moving multiple goals at once via drag and drop.

Advanced Features

Account Filtering

When creating or editing a goal, you can add account filters to apply the goal only to specific accounts.

Example:

• Goal: "Balance by revenue"
• Filter: Only accounts where Industry = Technology

This creates a goal that balances revenue, but only considers tech accounts.

Visual indicator: Goals with filters show a yellow dot (⚠️) icon.

When to use:

• ✅ Different balancing rules for different account segments
• ✅ Compliance requirements (geographic restrictions, etc.)
• ✅ Testing new rules on a subset before applying broadly