Setting & tracking goals

Create a goal

1. Open Goals and create a new goal (optionally Choose a Goal Template).
2. Enter the Goal Title and a description (“Describe your goal in detail…”).
3. Set the Goal Type and Goal Level.
4. Define the Metric Name and Target Value, and choose the Period.
5. Optionally set a Parent Goal to place it in the Goal Hierarchy.
6. Save.

Tracking

Progress is tracked against the target over the period; update the target via “Enter new target value” if scope changes. Use the goals analytics dashboard to monitor attainment across Active and Completed goals.