View goals analytics

The goals overview page provides a visual summary of your organization’s goal-related activity. It includes graphical representations of metrics such as goal ownership, status, alignment, category, progress, and check-in health.

It offers a quick, actionable snapshot of goal health across the organization or your team.

• Admins can view analytics to track and measure organization-wide goal completion rates.
• Managers can view analytics to track and measure their team's goal completion rates.
• Employees cannot access the overview page.

The overview allows you to monitor goal progress, team alignment, and employee engagement during performance review cycles, weekly or monthly check-ins, meetings, or when preparing progress reports. You can also export goal reports for further analysis and sharing.

Navigate to Apps > Goals > My Org.

If you are a manager, open the drop-down and select a team.

1. Click Overview from the left pane.
2. At the top right, click the Filter icon to filter goals data by its status.
3. At the top right, click the Overflow Menu and select the option as required:

• Goals Import: Import goals in bulk using the template. Learn more in Import goals.
• Import History: View import history with details such as file name, import type, uploaded by, timestamps, record counts, and status. Learn more in Import history.

Action banner

If your team members goals' are at risk, behind, or have no updates for a long time, you get "Recommended actions" at the top.

Click View to view details and send a nudge.

The overview page displays:

• Goals: Display the number of employees without goals, goals with no contributions, and the percentage of aligned goals.
  Click the Right Arrow to view detailed goal data.

• Goal status: View the number of goals distribution across five statuses: active, on track, behind, not started, and at risk.
• Key result status: Track the progress of key results tied to goals, indicating whether they are achieved, on track, or behind.
• Goal progress: View goal progress as a percentage.
• Goal categories: Analyze goals based on their categories.
• Progress update health: Track the number of check-ins over the past six months to identify which employees (if you are an admin) or team members (if you are a manager) regularly check in.

Additional actions

Hover over any graph to view goal data.

Click any graph or chart to open the detailed goal information.

At the top right,

• Click Nudge to remind goal owners to update their goals.
• Click Export to download the report.