Goal Overview
The Goal Overview report page presents the visuals listed below. Each row gives the on-screen name, its underlying metric, and a short description; see the metric glossary for the full formula and interpretation.
Visuals:
| Name | Measure | Description |
|---|---|---|
| Total goals | Count of goals (one per goal record) | Total number of goals in scope, each goal being counted once (goals, not people; shared goals included once each). Two exclusions are built in at load and worth knowing: goals in the completed-pending-approval state are left out entirely, and goals not attached to a goal plan are excluded. So a goal a worker has marked complete but whose completion the manager hasn't yet approved won't appear here at all, which can make the count dip while approvals are pending. Archived and completed goals are included. |
| Goals created over time | Count of goals, by created date (one point per period = goals created that period) |
Number of goals created in each period; i.e. the goal-creation trend over time. Each goal lands in the period of its created date, so this is a per-period count (not a running total), useful for seeing spikes around review cycles or planning seasons and whether goal-setting is sustained or bursty. The points sum back to # Goals over the full range. Shared goals: counts goals, each once and attributed to its owner, placed at its creation date. A shared goal counts once; goals shared with someone never count as theirs. Individual, team and org goals are counted together. |
| Goals with actions | Count of goals where deliverable count ≥ 1÷ count of all goals |
Share of goals that have at least one deliverable/action attached, i.e. how actionable the goal set is. It puts the count in context so goal sets of different sizes compare fairly, showing what proportion of goals have concrete steps versus being headline statements alone. A low or falling rate means goals are being set without anything tracked underneath. Shared goals: both sides count goals, each once and attributed to its owner. A shared goal counts once in the denominator and, if it has a deliverable, once in the numerator; goals shared with someone never count as theirs. Individual, team and org goals are counted together. |
| Goals approved | Count of goals where [Is Approved] = Yes÷ count of all goals |
Share of goals have been approved (a manager has signed off on the goal itself, as opposed to its completion). It shows how much of the goal set has cleared the approval gate. A gap between total goals and approved goals points to goals stuck waiting on manager approval. Shared goals: counted once each, by owner. A goal shared by its owner with a team counts once here if approved; goals shared with someone are never counted as theirs. "Shared" is a per-goal flag (shared by the owner); individual, team and org goals are counted together. |
| Avg. progress | Sum of goals' progress %÷ number of goals (in scope: goals that are In Progress or in a completion state, with a non-blank progress value) |
Mean completion progress of goals that are actually being worked on or closing out, on a 0–100% scale. Not-started/draft goals are excluded from both the sum and the count, so it reflects momentum on live goals rather than being dragged down by ones that haven't begun. Rising means goals are advancing toward completion; read it with % Goals completed to separate "progressing" from "finished." Shared goals: this divides over goals, each counted once and attributed to its owner. A goal shared by its owner with a team contributes one progress value to both the sum and the count; goals shared with someone are never counted as theirs. Individual, team and org goals are pooled together. |
| Actions completed | Sum of each goal's completed-deliverable count (total completed deliverables across goals) |
Number actions (deliverables) attached to goals that have been completed, in scope. It counts finished sub-tasks, not goals, so it measures execution at the action level rather than whether whole goals are done. Read it against # Actions (or via % Deliverable completed ) to see how much of the action workload is finished; a low ratio means goals are set with actions that aren't being ticked off. Shared goals: sums over goals, each goal's completed actions counted once and attributed to its owner. A goal shared by its owner with a team contributes its completed actions once; goals shared with someone never count as theirs. Individual, team and org goals are pooled together. |
| Goals completed | Count of goals where [Is Completed] = Yes÷ count of all goals |
Share of goals that are fully completed (completion approved), i.e. the goal completion rate. It puts # Goals completed in context so goal loads of different sizes compare fairly. Note the scope caveat: goals a worker marked complete but awaiting manager approval (completed-pending-approval) are in neither the numerator nor the denominator, so the rate reflects approved completions out of the goals that are in the data. Shared goals: both sides count goals once each, by owner. A goal shared by its owner with a team counts once in the denominator, and once in the numerator if completed; goals shared with someone are never counted as theirs. "Shared" is a per-goal flag (shared by the owner), and individual/team/org goals are counted together. |
| Shared goals | # shared goals / # goals | Share of goals that owners have shared, i.e. the goal-sharing rate. It puts # Shared goals in context so goal sets of different sizes compare fairly, showing how transparent/collaborative goal-setting is overall. A low value means most goals are kept private; rising means more are being opened up to colleagues. Both sides count goals, each once by owner. "Shared" means shared by the owner (not with them), so a goal shared with a whole team counts once in the numerator; goals shared with someone never count as theirs. Individual, team and org goals are counted together. |
| Org. goals | (count of active users − count of workers who own at least one goal), split by org level |
Goal-setting gap broken down by organizational level/unit, so you can see where in the org people aren't setting goals rather than just the total. Drilling the org hierarchy pinpoints the departments or teams driving the gap, which is more actionable than the company-wide number. Bars/rows sum back to the overall # Users having no goals . Shared goals: ownership-based. A person counts as "having goals" only if they own a goal; goals shared with them don't count, so someone with only shared-with goals falls into "no goals" in their org unit. "Shared" = shared by the owner; individual, team and org goals all count toward their owner. |
| Goal type | For each goal type, count of goals of that type÷ count of all goals |
Mix of goals by type, i.e. what share of all goals are Organizational vs Team vs Individual (whatever types the tenant has configured). It shows where goal-setting is concentrated: a large Individual slice means goals are mostly personal, a large Organizational slice means top-down objectives dominate. Because it's a share of the total in view, filtering to a team or period re-bases the percentages to that selection. Shared goals: counts goals, each once by owner and assigned to its single goal type. A shared goal counts once in its type's slice and once in the total; goals shared with someone never count as theirs. Each goal falls in exactly one type. |
| Goal Status | For each goal status, count of goals of that status÷ count of all goals |
Distribution of goals across their workflow statuses (In Progress, Completed, Approval Pending, etc.), i.e. where the goal set sits in its lifecycle. It shows whether goals are mostly active, finished, or stuck awaiting approval; a big Approval-Pending slice flags a bottleneck, a big Completed slice shows a mature cycle. As a share of the total in view, filtering re-bases the percentages to the current selection. Shared goals: counts goals, each once by owner and placed in its single current status. A shared goal counts once in its status slice and once in the total; goals shared with someone never count as theirs. |
| Goal priority & tracking status | For each goal status, count of goals of that status÷ count of all goals |
Distribution of goals across their workflow statuses (In Progress, Completed, Approval Pending, etc.), i.e. where the goal set sits in its lifecycle. It shows whether goals are mostly active, finished, or stuck awaiting approval; a big Approval-Pending slice flags a bottleneck, a big Completed slice shows a mature cycle. As a share of the total in view, filtering re-bases the percentages to the current selection. Shared goals: counts goals, each once by owner and placed in its single current status. A shared goal counts once in its status slice and once in the total; goals shared with someone never count as theirs. |