ℹ️ Available on all plans.
Every goal has a status that shows how it's doing:
Accomplished (blue): You achieved the goal and no longer actively work on it.
On track (green): A KPI meets its target, or you're confident you'll achieve the goal on time.
Needs attention (yellow): You're falling behind, but can still achieve the goal with support.
Off track (red): A KPI misses its target, or you probably won't achieve the goal.
No status (gray): There's no data yet, or work hasn't started.
You see the status in the Status column of every Cascade view and in the color of the progress bar. An Objective's status is calculated from its progress compared with the expected progress.
Set a goal's status
You set the status of a KPI, Key Result, or Initiative when you update its progress. Choose the New status in the update form. Perdoo fills in the last status for you. See Update a goal.
Set statuses automatically
ℹ️ This requires Superadmin rights.
When Automatically set statuses for goals is turned on in Features, Perdoo sets the status on every update based on the value and the date. This includes updates from integrations. It's on by default.
Important
You can still choose a different status when you update the goal.
Accomplished is always set manually, because reaching the target doesn't always mean you're done.
Find goals by status
In Explore, filter by Status, for example Off track and Needs attention, to see which goals need help.
In the Performance dashboard, click On track or Off track to see a list of those KPIs.
Good to know
Why doesn't Perdoo mark my goal as Accomplished?
Some goals change, so reaching the target doesn't automatically make a goal Accomplished. The Lead, or anyone who can update the goal, sets it.
Why can't I set the status of an Objective?
An Objective's status is calculated from its Key Results. Update the Key Results instead.
Need help?
Start a live chat with our Support team by clicking the question mark at the left or right bottom of your screen.