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Goals & KPIs

Set organizational and individual goals with measurable key results.

Goal Hierarchy​

Organization Goal
├── Team Goal
│   ├── Key Result 1
│   └── Key Result 2
└── Employee Goal
    ├── Key Result 1
    └── Key Result 2

Goal Levels​

LevelScopeDescription
ORGANIZATIONOrg-wideCompany-level objectives
TEAMTeamTeam-level targets
EMPLOYEEIndividualPersonal development goals

Goal Deadlines​

DeadlinePeriod
END_OF_WEEKCurrent week
END_OF_MONTHCurrent month
END_OF_QUARTERCurrent quarter
END_OF_YEARCurrent year
CUSTOMCustom date

Key Results​

Each goal has measurable key results:

FieldDescription
nameKey result description
typeKPI, TASK, or NUMERICAL
targetValueTarget to achieve
initialValueStarting value
updateCurrent progress value
progressAuto-calculated %
weightImportance weight
ownerResponsible employee

Key Result Types​

TypeMeasurement
KPIKey Performance Indicator metric
TASKCompleted/not completed
NUMERICALNumeric target value

KPI Templates​

Pre-defined KPI templates:

KPIUnitDescription
Revenue$Revenue target
Customer Satisfaction%NPS/CSAT score
Employee Retention%Retention rate
Project Delivery%On-time delivery
Bug ResolutiondaysAverage fix time