When setting goals across your organization, you need a way to identify and analyze those that are most important to you. In Goals, you can create custom, focused dashboards of goals across people, Teams, and timeframes.

Apply filters, hide columns, and save your reports to easily revisit them later. With the charts view, you can quickly check how those goals are performing, to double-down on what's working, and course-correct where needed. Need to dive into the data further? You can export your results too.

Choose from 3 tabs at the top of the page, depending on what you need analyzed: Objectives, Results (Key Results or Initiatives), or KPIs. Then choose from the following filter options:

To pinpoint your focus, you can hide or show columns, to create a truly customizable report.

Choose from the following options by toggling on:

Move columns to the left or right, or hide them completely, to export your data exactly how you want it. Click on the arrow in the title of each column to view your options for rearranging and sorting columns:

1. View all the Objectives of your direct reports that are not progressing so well. As a team lead, you could check on each of your direct report's user profiles to see the progress of goals that they are leading. But in Goals you can see the Objectives of all your direct reports in one place.

Just apply the filters as shown below, selecting your direct reports' names under "Lead." You can save this report as My direct reports.

Filter Objectives by:

2. Identify Key Results by progress across teams. Key Results represent the quantitative validation that you've achieved your goal, the Objective. It's important to identify which Key Results need attention in order to deploy the help and support to bring them back on track. 
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Just apply the filters as shown below and save this report as Key Results lacking progress.

Filter Results (Key Results or Initiatives) by:

3. Ensure all your KPIs are in Perdoo and healthy. KPIs represent your business as usual, so it's important that they are tracked in Perdoo in order to ensure they stay healthy. Confirm that all KPIs across the organization are accounted for by seeing them all in Goals and then monitor their health by status. 

Filter KPIs by: 

4. View all Objectives aligned to your company's annual Objectives

The Aligned Objectives tab is ideal to see the progress of all Objectives aligned to a particular Objective. Want to see all Objectives aligned to a selection of Objectives? Goals is the place for you! For example, you can see all the Objectives aligned to any company annual Objectives, to check progress toward the year's priorities.

Just apply the filters as shown below and save this report as Aligned to _______ Objectives.

Filter Objectives by:

To save your report, add your filters. Then, give click Save report and give your report a name.

To share a Saved report with your colleagues:

ℹ️ Available on Premium and Supreme and Admin+ users only.

To dig into the data even more, click the CSV Export button on the right-hand side of the screen.

Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.