Goals Module in Propel Your Business #
The Goals Module offers flexibility to measure and track performance at the company, team, and individual level. It includes Company Goals, Macro Plans, and Micro Goals, each serving a different purpose.
1. Company Goals #
- Access: Available to Company Admins or those given explicit permissions.
- Where to Find: Left-hand navigation bar → Company Goals.
- Features:
- Tabs for Performance, Health, and Value.
- Graphs showing Revenue and Profit.
- A month-to-month dashboard to track progress across the year.
- Use Case: Provides a company-wide view of critical levers that ensure annual targets are met.
- Meetings: In leadership meetings, the Goals section shows revenue, profit, health, enterprise value, and company dashboard metrics.
2. Macro Plans #
- Definition: Month-over-month goals, similar in structure to Company Goals, but used for departments, teams, or individuals.
- Independence:
- Not linked to Company Goals.
- Does not give visibility to Enterprise Value.
- Use Case:
- Sales teams tracking KPIs like clients generated or deals closed.
- Departments measuring their performance separate from the company dashboard.
- Individuals who need a standalone performance tracker.
- Example: A sales huddle where the group collectively tracks client generation targets month over month.
3. Micro Goals #
- Definition: Short-term, bite-sized goals.
- Flexibility:
- Can be linked to a Macro Plan or stand alone.
- Tracked across start and due dates.
- Features:
- Status: In Progress, Hit, Miss, or Close.
- Filters: Track progress by individual or across a group.
- Summary Dashboards: Show how many goals were hit, missed, or nearly achieved over time.
- Use Case:
- Weekly or project-specific goals.
- Breaking down Macro or Company targets into smaller, actionable steps.
Why It Matters #
The Goals Module is highly flexible.
- Company Goals give leadership a big-picture view.
- Macro Plans help teams or individuals align to their monthly performance targets.
- Micro Goals allow for short-term focus and accountability.
Together, these layers ensure every level of the business is measuring the right progress toward both near-term outcomes and long-term enterprise value growth.