Goals and Scorecards Dashboard Overview #
The Goals module provides a centralized view of performance tracking across your organization, including both individual goals and shared scorecards.
Accessing the Dashboard #
- Click Goals in the left-hand navigation bar
- You will land on the Goals and Scorecards dashboard
By default, you will first see the Goals view.
Goals View #
The Goals view displays all goals:
- Assigned to you
- Shared with you across the organization
What You’ll See #
Each goal includes:
- Monthly and Quarterly Progress
- Plan vs. Actual Performance
- Variance (difference between plan and actual)
- Year-to-Date Totals
Performance Indicators #
- Green: Goal met or exceeded
- Red: Goal not met
This allows for quick visibility into performance trends.
Filtering Goals #
At the top of the dashboard, you can filter by:
- Owner
- Shared Users
- Scorecard
- Meeting Series
- Year
This helps you isolate specific goals or views relevant to your role.
Scorecards View #
Switch to the Scorecards toggle to view all scorecards you:
- Own
- Are shared on
What You’ll See #
Each scorecard displays:
- Scorecard Name
- Owner
- Shared Users
- Number of Associated Goals
- Linked Meeting Series
You can also apply filters to quickly find specific scorecards.
Additional Features #
Import and Export #
- Located under the three dots in the top right
- Allows bulk management of goals
Add Goal #
- Located at the top of the dashboard
- Opens the goal creation flow (covered separately)
Key Takeaways #
- The Goals view tracks performance (plan vs. actual)
- The Scorecards view organizes goals into structured groupings
- Filters allow for quick navigation and segmentation
- Visual indicators (green/red) highlight performance instantly