For the first question, you may be able to create a calculated field similar to the following:
Then, create a dual axis and have it act as the reference line. Then, you can choose which points are labeled.
For the second question, change the calculation to be similar to the following:
If total(sum([Performance])) >=total(sum( [Goal])) then "green"
Elseif total(sum([Performance])) < total(sum([Goal])) then "red"
Then, place this on the color shelf, right click and select Compute using...>Table (across)
Hope this helps!
Thanks, Tracy! About to try your suggestion for question 2 now; however, is it possible to create a dashed line when using the dual axis approach for question 1?
And to confirm, there is no way to select which data points to display labels for when using the reference line approach?