Goal Status
The Goal Status 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. |
| Goal status by org. level | For each org level, count of goals in each status÷ total goals in that org level |
Goal-status mix within each part of the organization, shown as 100%-stacked bars so every org level sums to 100% and you compare composition rather than volume. It reveals where goals are mostly In Progress vs Completed vs Approval-Pending across departments, so a unit with a big Approval-Pending band stands out as a bottleneck regardless of its size. Drill the org hierarchy to pinpoint the level driving a pattern. Shared goals: counts goals, each once and attributed to its owner, placed in its status and its org level. A shared goal counts once; goals shared with someone never count as theirs. Individual, team and org goals are counted together. |
| 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. |
| Managers having goals | Count of distinct managers who own at least one goal÷ count of all managers |
Goal-setting adoption rate among managers; i.e. of the people flagged as managers, the share who own at least one goal. It gauges whether leadership is modeling goal-setting. Compare with the worker gauge to see if managers are ahead of or behind their reports. A low value is worth attention since managers not setting goals often cascades to their teams. Shared goals: this counts goal owners, so a goal only counts for the person who owns it. A goal shared with a manager does not make them "having goals"; only goals they own do (and a goal the manager owns and has shared out still counts for them). Own goals only, by owner attribution. |
| Workers having goals | Count of distinct non-manager workers who own at least one goal÷ count of all non-manager workers |
Goal-setting adoption rate among individual non-manager workers; i.e. of the workers who are not managers, the share who own at least one goal. It shows whether the wider workforce is setting goals, independent of leadership; compare with the manager gauge to see if the two groups track together. A low value flags rank-and-file disengagement from goal-setting even if managers are active. Shared goals: counts goal owners only, so a goal shared with a worker does not make them "having goals"; only goals they own do (a goal they own and shared out still counts). Own goals, by owner attribution. |