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Goals / OKRs

By Sushmitha and 1 other
‱ 34 articles

Upload Bulk Goals Using CSV Import in Peoplebox

Click here to watch the video! 1. Navigating to the Goals Page Click on the Goals module located on the left side of your screen to open the Goals page, where you can upload the goals Navigating to the Goals Page 2. Click on the Dropdown Arrow Next to the Create Goal Button After clicking on the Goals module, the Goals page will load. Here, you will see all your company goals, department goals (based on your visibility), and your own goals. At the top right corner, you will find the Create Goal button. Next to it, there is a dropdown arrow. Click on this dropdown arrow to view additional options Click on the Dropdown Arrow Next to the Create Goal Button 3. Choose Import from CSV Once you click the dropdown arrow, you will see four options. Select the Import from CSV option to upload bulk goals Choose Import from CSV 4. Download Import Template An Upload OKRs window opens, the first step is to download the required template for uploading goals. Click on Peoplebox OKR Import Format.xlsx to download the template file for bulk goal upload. The template will show the correct format in which goals must be entered, along with a sample goal for your reference Please ensure that all column names remain unchanged. You cannot edit, rename, or reorder any columns. The template must stay in its original format for the upload to work correctly Download Import Template 5. Uploading the CSV File After entering all your goals in the correct template format, follow the same steps mentioned above. Select the Import from CSV option under the Create Goal button. This will open the upload window again, where you need to upload the CSV file you created for the goals Uploading the CSV File 6. Goals Import via CSV (V2) This article explains how to create, edit, and delete goals in Peoplebox using CSV/XLSX upload. It covers file formats, mandatory columns, goal actions, milestone rules, and review cycle requirements: Goals Import via CSV (V2) | Peoplebox Help Center

Last updated on Dec 12, 2025

Shared OKRs/Projects - Multiple Teams & Owners

- The Shared OKRs/Projects feature in Peoplebox is a great way for multiple teams & owners to collaborate on their key priorities and initiatives with equal ownership. When to create shared OKRs/Projects with Multiple Teams/Owners? - When an OKR is a key priority for 2 or more functional teams and the team leads need to have shared accountability as the exact contribution cannot be proportioned or separately broken down between them. When both teams are supposed to commonly own and work towards the outcomes, it is good to tag multiple stakeholders and not just a single team/owner as accountable. Example 1: OBJECTIVE: Enhance the onboarding strategy. KEY RESULT: Implement a new program to increase the repeat rate of 1st-time bookers. [Entity: Team(s) - CRM Team & Marketing Team] [Owners: CRM Lead & Marketing Lead] Example 2: OBJECTIVE: Build a world class Engineering org. KR/INITIATIVE: Invest in 2 Training & Development sessions + Capstone Projects for all 4 engg. teams this quarter [Entity: Engineering Department] [Owner: VP-Engineering & All Engineering Managers] Example 3: OKR: Facilitate seamless Annual & Quarterly Goal planning across the org. [Entity: Org level] [Owners: CEO & VP - Strategy & Operations] - In the above examples, if not for Peoplebox's flexible shared OKR model, it gets cumbersome to create duplicate and redundant OKRs for every team/individual when they are supposed to be commonly owned, worded & measured What are the different types of Shared OKRs possible in Peoplebox? - OKRs at an Org entity level - can have Multiple Owners - OKRs at Team entity level - can have Multiple Teams tagged & respective Team admins/members tagged as owners - OKRs at Individual entity level - can have Multiple users assigned as Owners Note: A DRI (Directly Responsible Individual) is accountable for ensuring that OKRs are being properly defined, measured and accomplished. Multiple owner assignments can hamper accountability and encourage a lack of discipline. Please review if it is absolutely essential for your OKR process before adopting it. When NOT to create shared OKRs? - For Org/Team/Individual level OKRs, where there is clarity on the exact Key Result metrics or projects to be owned by respective teams & owners, do not create a single OKR and share it among all, instead create an Objective at the required entity level and create respective single team level Key Results owned by a single DRI so it is deconflicted. Example: OBJECTIVE: Skyrocket revenue in 2021! [Entity: Org level] [Owner: CEO] KR1: Double the ARR every quarter. [Entity: Sales] [Owner: VP-Sales] KR2: Maintain a 120% Net Revenue Retention Rate. [Entity: Customer Success] [Owner: VP-CS] - For cross-functional teams where all different stakeholders are part of respective mission teams, the Objective can be owned by a single team with KRs being worked upon by respective function-related DRIs within the team. Example: OBJECTIVE: Provide best-in-class integration experience for customers. [Entity: Team - Integrations & Partnerships Mission team] [Owner: Mission Team Owner] KR1: Go above & beyond on 5 Enterprise & 5 SMB platform integrations. [Team: Integrations & Partnerships Mission team] [Owner: Product lead] KR2: Enhance the Integration sync time performance by 3x. [Team: Integrations & Partnerships Mission team] [Owner: Engineering lead] KR3: Partner with the top 3 industry leading HRIS providers. [Team: Integrations & Partnerships Mission team] [Owner: Marketing/Partnership lead] How to create shared OKRs for multiple teams? - Click on the "Create Goal" button on the top panel to create a new OKR - Once you enter the objective/ Key Result and want to share it with another team, select multiple teams from the Department selection under the Details tab. - You can either scroll down for your team of choice or search for the respective team in the search bar - Once you select the team and save the Objective/ Key Result, you will start sharing the OKR with that team - Users can also assign multiple teams to Projects in a similar way How to create shared OKRs with multiple users as owners? - Click on the "Create Goal" button on the top panel to create a new OKR - Once you enter the objective/ Key Result and want to share it with another individual, choose owners from the ‘Owner’ option. Here you can assign multiple owners for the OKR - Once you select the owner and save the Objective/ Key Result, you will start sharing the OKR with that individual - The user who has been assigned as the owner will also receive a Slack/email notification notifying the same

Last updated on Oct 24, 2024

Looker Integration

In this article: - Introduction to Looker integration - Enabling the Looker integration - Configuring the Looker connection - Connecting the Looker connection to an OKR - Supported Chart Types and other guidelines - Handling timeout while integrating Introduction to Looker integration Integrating Looker with Peoplebox allows any updates on linked Looker dashboards, tiles or looks to automatically update progress on your OKRs in Peoplebox. This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and progress is updated real-time on Peoplebox. Here is an example of where teams see the benefit of the integration with Looker: - A Product Manager links their Key result (‘Increase payment attempts rate from 98% to 99.5%’) with a Timeseries chart in Looker. As he number gets updated on a daily basis, the KR gets closer to its goal. Enabling the Looker integration Anyone with the access to Peoplebox can enable the looker integration, and here’s how it can be done: - Edit a Key result(KR) you want to integrate Looker with. - In the Edit KR drawer, under the Progress section, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled unchecking the Automatic Updates From option. Configuring the Looker connection - After enabling the integration, the first step is to configure a Looker connection. - In the Connect to Looker drawer**,** provide a name for the connection. - Enter the Client Id which your admin has shared with you. - Add the Server URL of your Looker account. - Enter the Client Secret associated with your Client Id. - Click on Save to get up and running with this integration. You can edit the saved connection at any time. While in most cases one connection is enough, Peoplebox allows you to connect with multiple Looker instances. Click ‘Create a New connection’ to add another instance. You can add names to your connections to differentiate them. These names are displayed to members when they link their OKRs to Looker dashboards. Connecting the Looker connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the dashboards or tiles or looks in Looker. - After you have added the authorisation details, the next step is Specify input field. - In the Track KPI From, Dashboard will be selected by default. - In the Dashboard Name, enter the complete title of the dashboard to search for it. Select the options from the searched dashboard. Please remember to enter the complete dashboard title, as Looker's API only works with complete titles. - Select the tile or look in the Dashboard Tile or Look Section. Refer below to see the chart types supported. 👇 - Once the tile or look is selected, the user gets an option to select the x and y axis. - The labels of each of these axis will be shown as per what the chart has in looker. - The value that can be connected to each KR can be a single numeric value so any charts returning non numeric values won't be supported. - Some charts have options to filter on pivots as well and all of that will be shown dynamically based on the chart type. Supported Chart Types and other guidelines - You can Verify your chart type here - All the charts should have proper custom labels for x and y axis. If custom labels are not present then the first label for each axis returned by looker would be shown. Labels don't affect the value selected. - For Percenage based metrics, choose Percentage in the Result Format dropdown. Else the default is Exact - Same format as received from Looker. - Since the charts are generally tracked on a month on month basis whereas OKRs are tracked on a quarterly basis, there is an option of selecting Latest Value while selecting the month axis(x axis). Choose this to keep the values updated even when the current month changes. This option is supported only for charts where the x axis is month. Handling timeout while integrating - The default timeout for a response from Looker is max 40 seconds. - In the event that looker doesn't return the data in this time, you will se an error as follows - To solve the timeout issue, the user needs to make sure that the dashboard data is hot on looker. What it means is that the user should have opened the dashboard on looker multiple times in the last few minutes, such that on refreshing the chart on looker dashboard, it should load instantly. - Once the dashboard data is hot, user should try to integrate on Peoplebox and it should work smoothly.

Last updated on Jul 23, 2024

Hubspot Integration

In this article: - Introduction to Hubspot integration - Enabling the Hubspot integration - Configuring the Hubspot connection - Connecting the Hubspot connection to an OKR - More Details Introduction to Hubspot integration We have launched Hubspot Integration that allows you to link your Key Results to Hubspot Metrics for automatic updation of your goals. For example, You have a goal to build a 20mn USD pipeline. You must be tracking this number in your Hubspot CRM. With this integration, you can update your goal without even logging into Peoplebox. Enabling the Hubspot integration Anyone with access to Peoplebox can enable this integration. Here’s how it can be done: - Edit a Key result (KR) you want to integrate Hubspot with. - In the Edit KR drawer under the Progress Section, you will have an option to select and Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Configuring the Hubspot connection - After enabling the integration, the first step is to configure the Hubspot connection. - In the Connect to Hubspot drawer**,** click on the Connect to Hubspot button. - A new tab will open where you will need to select a Hubspot account to continue with. - Once you select the Hubspot account, you will be redirected to Connect App page. Click on the "Connect App" button. ​ - After this step, you will be taken to Specify Input Fields tab. - You can update the name of the connection by going back to the Authorize tab. ​ Connecting the Hubspot connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the Hubspot metrics. - After you have added the authorization details, the next step is to Specify input fields. - In the Metrics field, you can search for the metrics you want to connect from the Hubspot such as Total Deal Value, Deals Count, etc. - Then specify the filters such Owner, Date Range, Pipeline, and Stage - Then Verify your result and then click the Save Changes button to successfully link your Objective or KR to Hubspot. More Details - Automatic Updates happen once in 24 hours. You can also at any time do a manual update from the Hubspot icon on the listing and the Goal details page.

Last updated on Oct 24, 2024

Google Sheets Integration

In this article: - Introduction to Google Sheets integration - Enabling the Google Sheets integration - Configuring the Google Sheets connection - Connecting the Google Sheets connection to an OKR - More Details Introduction to Google Sheets integration: https://youtu.be/2gJAzutczL0 Google Sheets integration allows you to link your OKRs to Google Sheet cells for real-time updates of your goals. Say, for example, you have a sales sheet used to track revenue, by implementing a Google Sheet integration, you can save yourself the hassle of repeatedly going back and forth between your sheets and Peoplebox to update your progress: This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and progress is updated real-time on Peoplebox. Enabling the Google Sheets integration Anyone with access to Peoplebox can enable this integration. Here’s how it can be done: - Edit a Key result (KR) you want to integrate Google Sheets with. - In the Edit KR drawer under the Progress Section, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Configuring the Google Sheets connection - After enabling the integration, the first step is to configure a Google Sheets connection. - In the Connect to Google Sheets drawer**,** click on the Connect to Google Sheets button. - A new tab will open where you will need to select a Gmail account to continue with. - Once you select the gmail account, you will be redirected to a permissions selection page. Accept both the permissions before continuing. These permissions are mandatory for Peoplebox to keep an accurate track of the values in the sheets. - After this step, you will be taken to Specify Input Fields tab. - You can update the name of the connection by going back to the Authorize tab. - While in most cases one connection is enough, Peoplebox allows you to connect with multiple Google Sheets connections. Click ‘Create a New connection’ to add another instance. You can add names to your connections to differentiate them. Connecting the Google Sheets connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the cell value in your Google Sheet. - After you have added the authorisation details, the next step is to Specify input fields. - In the Spreadsheet field, you can search for the spreadsheet you want to connect from the list of sheets you have in your drive. - Then within that Spreadsheet choose the sheet from where the cell value will get updated. - Then in the row and column field enter something like G:6. This represents Column G and Row 6. - Then Verify your result and then click Save Changes button to successfully link your Objective or KR to Google Sheets. More Details - The value will keep updating even if the row or column of the specified cell keeps changing. So, don't worry and keep using your Goole sheet as you would have used otherwise. - Automatic Updates happen once in 24 hours. You can also at any time do a manual update from the Google Sheet icon on the listing and the Goal details page.

Last updated on Oct 24, 2024

Update progress from Jira

In this article: - Introduction to Jira integration - Enabling the Jira integration - Configuring the Jira connection - Connecting the Jira connection to an OKR Introduction to Jira integration: https://youtu.be/3HqfWbTTIqk Integrating Jira with Peoplebox allows any updates on linked Jira user stories or epics or issues to automatically update the progress on your OKRs in Peoplebox. This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and that progress is updated in real-time on Peoplebox. Here are a couple of examples where teams see the benefit of the integration with Jira: 1. A Product Manager links their Objective (‘Ship feature OKR Integrations’) with an epic in Jira. As stories within the epic get done, the objective gets closer to its goal. 2. The engineering team plans to resolve 50 known security issues in their app in a quarter. They link their objective to an epic under which issues get filed and set the target of their KPI success metric to 50. Peoplebox ensures that as and when the issues are resolved on Jira, the progress is updated in Peoplebox Enabling the Jira integration Anyone with access to the specified tool can enable integration, and here’s how it can be done: - Edit a Key result (KR) you want to integrate Jira with. - In the Edit KR drawer, you will have the option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Configuring the Jira connection - After enabling the integration, the first step is to configure a Jira connection. - In the Connect to Jira drawer**, ** provide a name for the connection. - Add the Server URL of your Jira account. - Enter the Email Address and the API token associated with your Jira account. The instructions for generating an API token for your Jira account is available here. - Click on Save to get up and running with this integration. You can edit the saved connection at any time. While in most cases one connection is enough, Peoplebox allows you to connect with multiple Jira instances. Click ‘Create a new connection’ to add another instance. You can add names to your connections to differentiate them. These names are displayed to members when they link their OKRs to Jira stories. Connecting the Jira connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the stories or epics or issues in Jira. - After you have added the authorization details, the next step is to Specify the input field. - In the JQL text box add a JQL query to match any issues that would relate to the objective or key result. This also means that as more issues in Jira match the query, they keep getting linked to the success of the objective or key result. Read more about what JQL is here. - Once you have added the JQL and selected the Metric of choice, you can Verify your result and then click the Save Changes button to successfully link your Objective or KR to Jira.

Last updated on Oct 24, 2024

How to Create a Goal with Milestones

- On the left sidebar of your dashboard, click on the "Goals" icon. - To create a new goal, click on "Create Goal". - Fill in your objective. You may select goals from the "Use Template" option as well. - You can keep the Goal title concise and add any related details in the "Goal Description" box. Note: This is an optional field! - Choose the cycle for which you are creating the goal. It should either be annual, or a Quarter Cycle. By default, the start and end dates will be based on the selected cycle, but you can change them if needed. The end date must fall within the chosen cycle. - Assign owners for the goals. It could be one person or multiple people sharing ownership of a single goal. - Select and set the scope of the goal to Company, Department, or Individual. If you select Department as the scope of your goal, please choose the specific department the goal will be assigned to. - You can decide if you want your individual and department goals to be public or private. Company goals will always be public. - Choose how you'd like to track the progress: Number: Useful for goals with a specific numerical target. Dollar/Indian Rupee/Euro: Goals measured in currency. Custom Percent: You can track any percentage value. Note: Only the above-mentioned Progress types can be used for Milestone Goals. Default Progress and Binary are not supported. - Set the Start and the End value for the goal. - Click on the below button to divide your goals into Milestones. - If you choose the Quarterly goal cycle, the goal will be divided in 3 monthly milestones. - If you choose the Annual goal cycle, then you have a choice to break it down either into Quarterly or Monthly Milestones. - In the "Quarterly Milestone" option, you can set targets for each quarter. - In "Monthly Milestone", the goal will be divided into 12 months. - You can also add the milestones as Monthly/Quarterly objectives. - Finally, click "Create," and your goals with key results will be successfully created.

Last updated on Sep 26, 2024

Goals Import via CSV (V2)

This article explains how to create, edit, and delete goals in Peoplebox using CSV/XLSX upload. It covers file formats, mandatory columns, goal actions, milestone rules, and review cycle requirements. 1. 📂 File Format - Supported formats: CSV, XLSX - Row limit: No strict limit. - Large CSV files may take longer to process, especially if errors are present. 2. 📑 Column Definitions - Row ID: Unique identifier for each row. - Parent Row IDs: Row ID(s) of parent goal(s) within the same upload. Accepts multiple IDs separated by commas. - Parent Goal IDs: Goal ID(s) of existing parent goals already in the system. Accepts multiple IDs separated by commas. - Goal ID: Leave blank when creating a new goal. Mandatory for Edit or Delete actions. Only one value is allowed. - Action: Supported values: Edit, Delete. Leave blank for creating new goals. Any other value will throw an error. - Goal Title: Title of the goal. - Owner Emails: Comma-separated list of owner email addresses. - Goal Cycle: Select from cycles available in the UI (e.g., Annual 2025, Quarter 1 2025). - Goal Type: Goal measurement type. Supported values: Default Progress, Binary, Number, Custom Percent, Euro, Dollar, etc. - Scope: Goal scope: Individual, Department, Company. - Departments: One or more department names, separated by commas if multiple; case insensitive. - Start Date: Start date of the goal. - End Date: End date of the goal. - Description: Description of the goal. - Starting Value: Initial value of the goal. - Target Value: Target value of the goal. - Current Value: Latest check-in value. - Progress Status: Must match progress options available in the UI. - Check-in Type: Progress tracking method: Auto Rollup, Manual, or External Source. - Tags: Assign tag(s) to a goal. If multiple, separate with commas. - Review Cycle ID: Review cycle ID if linking to a review cycle. - Review Cycle Weightage: Goal weightage (%) in the review cycle. - Approved: TRUE or FALSE — indicates manager approval. - Custom Visibility Employees: Comma-separated list of employee emails for custom visibility. - Custom Visibility Departments: Comma-separated list of department names for custom visibility. - Milestone Summary Method: Method for milestone progress calculation: Sum, Average, Last Value. - Milestone Progress Targets: Milestone targets in a-b,c-d format. Example: 25-50,75-100. - Has Milestones: TRUE or FALSE — whether the goal has milestones. - Integration Config: Configuration details (JSON) required to connect a goal with an external data source for auto-sync. This config enables Peoplebox to fetch and sync goal data automatically from that source. 3. 🎯 Goal Actions ✅ Creating a Goal - Leave Goal ID and Action blank. - Mandatory fields: Row ID, Goal Title, Owner Emails, Goal Cycle, Type, Scope, Visibility - Optional fields: Start/End dates, Description, Starting Value, Target Value, etc. Use Cases: 1. Standalone Goal (no parent or child alignment): Only mandatory fields required. 2. Key Results (KRs) for a Parent Goal created in the same upload: - Fill in Parent Row ID of the KR. - The value must match the Row ID of the parent goal in the same file. 3. Aligning a Goal to an Existing Goal in the System: Provide the Parent Goal ID. ✏ Editing a Goal - Set Action = Edit. - Always include the Goal ID of the goal you want to edit. - Provide only the column(s) you want to update (in addition to Goal ID and Action). ❌ Deleting a Goal - Set Action = Delete. - Always include the Goal ID of the goal to delete. - No other fields required (even if extra fields are provided, they will be ignored). Special Cases: - Deleting a Key Result (KR): Provide KR’s Goal ID + Action = Delete. - Deleting a Parent Goal with multiple KRs: Provide Goal ID of the parent + Action = Delete. - ⚠ Associated KRs will not be deleted automatically. Each KR must be deleted separately. 4. 📊 Milestone Rules - Monthly Cycle: - Milestone breakdowns are not supported for monthly cycle goals. - Milestone Split Type must be left blank. - Any value entered will throw an error. - Quarterly Cycle: - Milestone Split Type can be Monthly (3 milestones). - Annual Cycle: - Milestone Split Type can be: - Monthly (12 milestones), OR - Quarterly (4 milestones). - Milestone Progress Targets: - Format: a-b,c-d - Example: 25-50,75-100. 5. 🔄 Review Cycle Rules - Only Admins can upload review cycle goals. - Validation depends on goal configuration in the Review Cycle (RC): - Goals with Key Results: Upload must contain only KRs. - Goals without Key Results: Upload must contain only Goals. - If a non-admin uploads rows with Review Cycle ID → those rows will fail. Review Cycle Weightage: - If weightage does not sum to 100%: - ✅ The upload will be marked Done if an approval phase is configured. - ❌ The upload will remain Undone if no approval phase is configured. - In this case: - When an approval phase exists, the Goal Selection phase will be marked Done, while the Goal Approval phase will stay open. - If there is no approval phase, the Goal Selection phase itself will remain open. - Missing weightage can be resolved by: - Admin uploading additional goals, OR - Manager adjusting via UI, OR - Reviewee adjusting via UI. 6. 📝 Additional Notes - Company-level goals: - Only Admins or users with the Custom Role (Admin permission) can create them. - Only Admins, goal owners, or managers of the goal owners can edit/delete them. - Owner Emails: Must be valid email IDs. - Duplicates: Re-uploading the same file multiple times will create duplicate records. Click here to download the new Peoplebox OKR Import Format (V2).

Last updated on Sep 15, 2025

Enable Auto Roll-Up for Goal Progress

https://youtu.be/hDgYWySNowI?si=E-rvpuA3Fz5jhrVd 1. Navigate to Goals Module Go to the "Goals" module from where you can create your goals Navigate to Goals Module 2. Create a New Goal On the right-hand side, click the Create Goal button to initiate the goal creation process Create a New Goal 3. Define Your Top-Level Objective Enter the top-level objective that you want to achieve Define Your Top-Level Objective 4. Add Goal Description You can optionally add additional details in the goal description text box to provide more context Add Goal Description 5. Fill Goal Details Fill in relevant details such as Goal Cycle, Owners, Goal Type, and Visibility to complete the goal setup Fill Goal Details 6. Set Progress Type Select "Default Progress" as the progress type Set Progress Type 7. Auto Roll-Up of Progress With Default Progress, key result/child goal progress automatically averages into the parent goal by default Auto Roll-Up of Progress 8. Selecting a Different Progress Type You can select a progress type other than Default Progress (like Number, Custom Percentage, or Currency) Make sure all child goals/key results use the same progress type and select “Auto update by rolling up from children” so progress rolls up automatically to the parent goal Selecting a Different Progress Type 9. Finalize Goal Creation Once you’re satisfied with the goal configuration, click Create to finalize your goal Finalize Goal Creation 10. Check Progress Roll-Up After creating the goal, hover over the progress indicator to view the progress type Check Progress Roll-Up 11. Progress Roll-Up Depends on Matching Progress Types Here, the parent goal shows 65 under Current progress. Only child goals/key results with the same progress type as the parent are included in the auto roll-up. Check-ins with different progress types are not reflected Progress Roll-Up Depends on Matching Progress Types

Last updated on Nov 13, 2025

How to Create Tags In Goals

Click here to watch the video! 1. Navigate To Goals Section On the left side of your dashboard, click the Goals icon Navigate To Goals Section 2. Create Goal Click Create Goal to start setting up a new goal Create Goal 3. Add Goal Tag Next to the Visibility section, you will see the Add a Tag option. Click on it to add a tag and categorize your goal Add Goal Tag 4. Enter Tag Name Type your tag name in the text box to create a new tag for your goal Enter Tag Name 5. Create New Tag After typing the tag name, it will appear in the dropdown menu. Click on the dropdown that shows the tag name you typed. This will create and apply the tag to your goal Create New Tag 6. Edit an Existing Tag You can also edit a tag that you have already created. Click on the edit icon next to the tag name to update its name or make changes as needed Edit an Existing Tag 7. Open Goal Settings Once a tag is created, it is automatically assigned a color. If you want, you can change the color to any of your choice. Click on the drop-down icon next to the color and select a new color for the tag Open Goal Settings 8. Choose a Color Select any color of your choice from the options to apply it to your tag Choose a Color 9. Save the Tag Click Update to save any changes made to the tag Save the Tag 10. Create Goal After adding tags to the goals, click the Create option to create your goal Create Goal 11. View Your Tag Once the goal is created, the tag name will appear under the goal name View Your Tag 12. Filter Goals by Tags You can apply filters by tags to view goals based on specific tags Filter Goals by Tags 13. Filter Goals by Tag Click on Tags, then search for the tag you want to filter by. Select the tag name from the list and tick the checkbox next to it. Once done, only the goals with the selected tag will be displayed Filter Goals by Tag

Last updated on Dec 01, 2025

How to Create a Goal with Key Results

Click here to watch the video! 1. Navigate to Goals Section Go to the Goals module from the left navigation panel. This is where you can view all existing goals and begin the goal creation process Navigate to Goals Section 2. Initiate Goal Creation On the top-right corner of the page, click the Create Goal button to start creating a new goal Initiate Goal Creation 3. Set the Objective for the Goal Begin by defining the primary objective you want to achieve. This will serve as the main direction for the key results or milestones that follow Set the Objective for the Goal 4. Use Goal Templates (Optional) If you don’t want to create a goal from scratch, you can choose from the available templates. Templates come with predefined objectives and key results based on categories, making setup faster Use Goal Templates (Optional) 5. Add a Description (Optional) You can keep your objective concise and include additional context, details, or expectations in the Description field, if required. This step is optional Add a Description (Optional) 6. Choose Goal Cycle Choose the appropriate goal cycle for your objective. When you click on the goal cycle dropdown, you will see all available cycles listed under Active, Upcoming, and Previous. Once selected, the start and due dates will auto-populate based on the chosen cycle, and you can adjust these dates manually if needed Choose Goal Cycle 7. Assign Goal Owner Assign one or multiple owners to the goal. All assigned owners will receive notifications related to this goal and its progress updates Assign Goal Owner 8. Select the Goal Type Under Goal Type, select whether this goal is meant to be a Company Goal, Department Goal, or Individual Goal, depending on its purpose and scope Select the Goal Type 9. Enter the Department (For Department Goals) If you are creating a Department Goal, ensure you specify the relevant department name. This is mandatory for department-level goals to be created Enter the Department (For Department Goals) 10. Set Goal Visibility Choose the appropriate visibility level for the goal. Public makes the goal visible to everyone in the organization, Private restricts visibility to certain employees and Custom allows you to define specific visibility rules for selected individuals or teams Set Goal Visibility 11. Add Tags to Your Goal You can assign tags to your goal to categorize it by themes, functions, or strategic areas. Tags help in filtering, grouping, and managing goals more efficiently Add Tags to Your Goal 12. Select the Progress Type Choose the preferred Progress Type from the dropdown. This determines how progress will be measured and calculated for the goal Select the Progress Type 13. Select the Track Progress Method Under Track Progress, you can choose one of three options: - Manually update progress on goals, where progress is updated through manual check-ins - Auto-update by rolling up from children, where progress is calculated automatically from key results - Auto-update from an external data source, where progress is synced automatically from an integrated data source Select the Track Progress Method 14. Default Progress Behavior In this example, the “Manually update progress on goals” option is disabled because the selected Progress Type is Default. Default progress can only be calculated by rolling up progress from its key results Default Progress Behavior 15. Add Key Result Click on Add a Key Result to include measurable outcomes that indicate success toward the objective Add Key Result 16. Configure the Key Result Create the key result by entering its title. You can optionally add a description to include expectations, target details, or additional context Configure the Key Result 17. Select Progress Type for Key Result Similar to the objective setup, choose the appropriate Progress Type from the dropdown for your key result Select Progress Type for Key Result 18. Create Goal Once you are satisfied with the configuration of the objective and the key results, click the Create button Create Goal 19. View Created Goal Your objective, along with its key results, will now appear under the selected goal cycle in the Goals module View Created Goal

Last updated on Nov 25, 2025

Overview of Goal Visibility Settings

Click here to watch the video! 1. Goal Type & Visibility Settings When creating a goal, you can choose the Goal Type. If you select Individual as the goal type, you will see three visibility options available: Public, Private, and Custom. These settings determine who can view the goal across your organization Goal Type & Visibility Settings 2. Public Visibility Selecting Public makes the goal visible to everyone in the organization. Any employee can view the goal regardless of their department or role. This option is ideal when transparency is required across teams Public Visibility 3. Private Visibility Choosing Private restricts visibility to a limited group. Only the goal creator, goal owner, their managers, and admins will be able to view the goal. This setting ensures confidentiality while still allowing relevant managers and team members to access it Private Visibility 4. Custom Visibility With the Custom visibility option, access can be tailored. The creator, owner, and admins will always have visibility, and you can additionally select specific individuals or departments who should have access to the goal. This option offers the highest level of control over who can view the goal Custom Visibility 5. Edit Custom Visibility Settings If you want to adjust or refine who can see the goal under Custom visibility, click on the Edit option. This allows you to add or remove individuals or departments as needed Edit Custom Visibility Settings 6. Visibility Options for Company Goals When the Goal Type is set to Company, only two visibility settings are available: Public and Custom. The Private visibility option is not applicable for company-level goals Visibility Options for Company Goals 7. Visibility Options for Department Goals When the Goal Type is set to Department, all three visibility settings—Public, Private, and Custom—are available. Under the Private setting, visibility is restricted to the creator, goal owner, managers, members of the department, members of the parent department, and admins Visibility Options for Department Goals

Last updated on Nov 26, 2025

How to Share Goal Updates

Click here to watch the video! 1. Navigating to Your Goals Click on the Goals icon in your dashboard to go to your goals Navigating to Your Goals 2. Click Share Updates Under My Goals, you will see the Share Updates option. Click on it to share your goal update Click Share Updates 3. Apply Filters After clicking on the Share Updates option, the Share Update screen will open where all your goals will be displayed. Here, you also apply the filters based on the goal cycle you want to view in the Share Update screen Apply Filters 4. Update Goal Progress and Add Check-in Comments You can update the progress of your goals, change the goal status, and add comments related to the check-ins you perform from this screen Update Goal Progress and Add Check-in Comments 5. Select Mentioned User You can mention employees in the comments by typing @ followed by their name. The mentioned employee will receive an email even if they are not the owner or creator of the goal. However, the goal must be public for the mention to trigger an email. Additionally, once mentioned in the comments, you must click on the Share Goal Update option at the top right for the employee to actually receive the email. For private goals and custom goals, mentioning someone in the comments will not send an email Select Mentioned User 6. Click Share Goals Update After you update the progress or status of a goal, you need to click on Share Goal Update. You can share the update with any employee, with no restrictions, regardless of whether the goal is public, private, or custom Click Share Goals Update 7. Select Recipient After clicking on the Share Goal Update option, enter the name of the recipient with whom you want to share your goal update. After selecting the recipient, click Post Update to share your progress. The recipient will receive the goal update in their email Select Recipient 8. Viewing Shared Goal Updates Via Email The email will look like this to the recipient. It is a read-only image showing the goal names along with the progress status and any comments Viewing Shared Goal Updates Via Email 9. Email Notification for Mentions in Goal Comments If someone has mentioned you in the comments section of a goal, the email will look like this Email Notification for Mentions in Goal Comments

Last updated on Nov 27, 2025

Guide to Viewing and Filtering Goals in the Goals Tab

Click here to watch the video! 1. Navigate to the Goals Module Click on the Goals module from the left navigation panel to explore and manage all goals available to you Navigate to the Goals Module 2. View Your Own Goals (My Goals) Select My Goals to view only the goals where you are assigned as an Owner View Your Own Goals (My Goals) 3. Searching Within My Goals If you want to search only your individual goals, first click on the My Goals section. Then, enter the goal title in the search bar to search specifically within your own goals. Please note that when you search under this section, only your individual goals will be displayed, as the search is limited to the My Goals view Searching Within My Goals 4. View Company Goals To see organization-wide goals, click on Company Goals. This view displays all goals created under the Company goal type, including those created by others, depending on the visibility settings applied View Company Goals 5. Searching Within Company Goals If you want to search only Company Goals, first click on the Company Goals section. Then, enter the goal title in the search bar to search specifically within company goals. Please note that when you search under this section, only company goals will be displayed, as the search is limited to the Company Goals view Searching Within Company Goals 6. View Goals of a Specific Department If you want to check the goals of a particular department, click on the plus icon next to the Department section View Goals of a Specific Department 7. Search or Select a Department Use the search bar to type the department name or choose from the dropdown list. Once selected, all goals associated with that department will appear Search or Select a Department 8. Searching Within Department Goals If you want to search only Department Goals, first you need to select the department name under the Departments section. Then, enter the goal title in the search bar to search specifically within the goals of that department. Please note that when you search under this section, only the selected department’ goals will be displayed, as the search is limited to the Department Goals view Searching Within Department Goals 9. View Goals of a Specific Employee To view the goals of an individual employee, click the plus icon beside the People section View Goals of a Specific Employee 10. Search or Select an Employee Search for the employee by name or select from the dropdown. The goals assigned to that employee will then be displayed Search or Select an Employee 11. Why Goals May Not Be Visible If goals are created but not visible—either your own, department goals, or others—it is usually because no goal cycle is selected. You must select a cycle to view the corresponding goals Why Goals May Not Be Visible 12. Select a Goal Cycle Click the No Cycle Selected dropdown to choose a goal cycle. You can view goals under All Active Cycles, Upcoming Cycles, or Previous Cycles. Select the appropriate cycle to ensure the related goals appear Select a Goal Cycle 13. Filter Goals by Status You can filter goals based on their current status. Click the Select Status dropdown, choose the desired status from the list, and the goals will update to show only those that match the selected status Filter Goals by Status 14. Filter Goals by Goal Type To narrow down goals by their category, use the Goal Type filter Filter Goals by Goal Type 15. Use Additional Filters You can refine your view further using additional filters such as Tags, Last Updated, Departments, Owners, and Check-in Status Use Additional Filters 16. Using Global Search Global Search helps you quickly find goals across all cycles, departments, and individuals you have access to. Simply click the Search icon in the Goals module and enter a goal name or keyword to locate the goal without needing to know its exact location Using Global Search 17. Searching Goals You Have Access To After clicking on the Search icon, a search bar will appear on the screen. Enter the goal title or the name of the goal you are looking for. If you have access to that goal, the search results will display the goal details Searching Goals You Have Access To 18. Apply Filters to Your Search Results You can also apply filters to the goals you search for. Filters such as cycle, status, and goal type help you narrow down the results and quickly find the specific goals you need Apply Filters to Your Search Results

Last updated on Dec 01, 2025

Perform Backdated Check-In for OKRs

Click here to watch the video! 1. Navigate to Your Goals Click on the Goals icon on your Peoplebox homepage to access your goals Navigate to Your Goals 2. Access My Goals Section Click "My Goals" to view your current objectives and key results Access My Goals Section 3. Navigate to Check-In Page Click on the Check-in option located next to the Key Result or parent Objective for which you want to record your progress Navigate to Check-In Page 4. Select Past Date Option After clicking on the Check-in option, the check-in interface will open. You will see two options: - Today: To record progress for the current date. - Past Date: To record progress for a previous date. To perform a backdated check-in, select the Past Date option Select Past Date Option 5. Choose the Required Past Date After selecting the Past Date check-in option, a new check-in window will open. In this window, you need to update your backdated check-in details such as progress, status, and any comments. By default, a calendar will appear. Select the specific past date for which you want to record the check-in Choose the Required Past Date 6. Updating the Backdated Check-in Once the past date is selected from the calendar, proceed to enter the relevant progress updates, status changes, and comments for that specific date. You will see the selected past date displayed above the check-in fields, indicated as Check-in for (selected date). This helps you confirm that your updates are being recorded for the correct backdated check-in Updating the Backdated Check-in 7. Submit Check-In Update Click "Check in" to save your backdated progress update Submit Check-In Update 8. Viewing the Recorded Backdated Check-in Once the check-in is completed, you can view it under the Check-ins and Comments section. The system will display the backdated check-in you submitted, indicating that you have recorded a check-in for the specific past date you selected Viewing the Recorded Backdated Check-in

Last updated on Dec 01, 2025

Setting Up Multiple Alignment for Goals

Click here to watch the video! 1. Navigate to Goals Section From the left navigation panel, click on Goals to begin creating a new goal Navigate to Goals Section 2. Access Alignment Options When you click Create Goal, you will see the Alignment section. Here, you will find two options: Key Result to Parent Goal & Align Goal to Parent Goal Access Alignment Options 3. Using “Key Result to Parent Goal” If you select Key Result to Parent Goal, enter the name of the parent goal you want your new goal to contribute to Using “Key Result to Parent Goal” 4. Add or Remove Alignments You can add multiple alignments if required, or remove an alignment at any time before creating the goal Add or Remove Alignments 5. Using “Align Goal to Parent Goal” If you select Align Goal to Parent Goal, choose the parent goal your new goal will be associated with the basic difference is that Key Result to Parent Goal allows your goal’s progress to directly contribute to the parent goal, whereas Align Goal to Parent Goal only links the goal as a dependency and does not impact the parent goal’s progress Using “Align Goal to Parent Goal” 6. Create the Goal After configuring alignments, click Create to save the goal with its alignment settings Create the Goal 7. Viewing Parent Alignment If a goal is aligned to another, it will appear above the parent goal. Click on it to view the alignment details Viewing Parent Alignment 8. Review Goal Alignment Details Under Parent Alignment, you can see all the parent goals this goal is linked to. In the example, the first alignment is Key Result to Parent Goal, which means any progress made on the current goal will automatically update the first parent goal. The second alignment is Align Goal to Parent Goal, which only creates a connection, so progress on the current goal will not update the second parent goal Review Goal Alignment Details

Last updated on Dec 01, 2025

Create and Configure Projects in Peoplebox

Click here to watch the video! 1. Navigate to the Goals Module From the left-hand navigation panel, click on the Goals module to start creating a project Navigate to the Goals Module 2. Select Objective Choose the objective under which you want to create the project. Click on it to view associated key results and find the option to add a project Select Objective 3. Add Key Result or Project Click the plus (+) icon. You will see two options: Key Result and Project. Select Project to create a new project Add Key Result or Project 4. Project Creation Interface The project creation interface will open. Scroll down to see the option to sync your project from project management tools Project Creation Interface 5. Integrate with Project Management Tools Under Project Management Tool, you can choose Asana, Jira, or any other supported tool to integrate and sync your projects with Peoplebox Integrate with Project Management Tools 6. Project Management Tool Integration You can integrate your projects in Peoplebox with Asana, Jira, or Google Sheets. Click the links below to learn more: - Asana Integration: Learn more - Jira Integration: Learn more - Google Sheets Integration: Learn more 7. Create Project from Scratch If you prefer not to sync, you can create the project directly in Peoplebox by selecting the option to create it from scratch Create Project from Scratch 8. Provide Project Details Enter the Project Name and optionally add a Description Provide Project Details 9. Configure Project Settings Fill in the project details such as Project Cycle, Start and End Dates, Owner, Project Type, Visibility, and Tags. These details are similar to those used while creating a goal Configure Project Settings 10. Add Project Tasks Click "Add a Task" to include tasks associated with the project Add Project Tasks 11. Add Additional Task Click "Add another task" to include more tasks for comprehensive project planning Add Additional Task 12. Create Project Once all configurations are complete, click Create to save the project Create Project 13. View Created Project The newly created project will appear under the selected objective, along with any associated key results View Created Project

Last updated on Dec 01, 2025

Creating Admin Controls for Department Creation in Goals

Click here to watch the video! 1. Open Admin Controls Click on the profile icon located at the bottom-left corner of the screen to access your profile and related settings Open Admin Controls 2. Access Settings Menu After clicking the profile icon, select the Settings option to open the product and account configuration menu Access Settings Menu 3. Navigate to Goals Section Under the Product section in Settings, click on Goals to view and manage all goal-related configuration options Navigate to Goals Section 4. Open Goals Settings Click on the Settings button within the Goals section to access visibility and permissions settings for goals Open Goals Settings 5. Enabling Department Creation Restriction Scroll down to find the "Disable Department Creation" option. Enable this setting to ensure that only admins can create or add departments while creating or editing any goal Enabling Department Creation Restriction 6. View for Non-Admin (Restricted) This slide shows a non-admin user creating a goal. Since department creation is restricted, the user cannot see the option to create or add a department View for Non-Admin (Restricted) 7. Disabling the Restriction If you disable the "Disable Department Creation" option, non-admin users will regain access to department creation while creating or editing goals Disabling the Restriction 8. Non-Admin View After Enabling Access Here, the same non-admin user creates a goal and can now add a department, as the restriction has been lifted Non-Admin View After Enabling Access

Last updated on Dec 02, 2025

How to Change Goal Planning Year Settings in Peoplebox

Click here to watch the video! 1. Accessing Goal Configuration Settings Click on Settings under your profile icon to open the configuration panel for the goal Accessing Goal Configuration Settings 2. Navigating to the Goals Settings After clicking on settings, you need to click on goals tab present under products settings Navigating to the Goals Settings 3. Accessing Goal Planning Year Settings Click on Settings within the Goals section to change the goal planning year Accessing Goal Planning Year Settings 4. View and Edit Goal Planning Year Details After clicking on Settings, the goal planning year details will be displayed. This section shows: - The month when the planning year starts - The cycle division for each quarter - The start and end dates for each month By default, the planning year begins in January for all accounts. However, these details can be updated based on your organization’s requirements View and Edit Goal Planning Year Details 5. Changing the Goal Planning Year To change the goal planning year, select the month from which you want the planning year to begin. Use the dropdown menu to choose the month according to your requirement Changing the Goal Planning Year 6. Understanding Goal Cycle Division After Changing Planning Year Once the goal planning year is changed, the cycle division will automatically adjust based on the new start month In this case, we have selected February as the start month. So, the Annual Cycle will be February – January, and the quarters will be as follows: 1st Quarter: 1st Feb – 30th Apr 2nd Quarter: 1st May – 31st Jul 3rd Quarter: 1st Aug – 31st Oct 4th Quarter: 1st Nov – 31st Jan The cycle divisions update automatically to reflect the new goal planning year Understanding Goal Cycle Division After Changing Planning Year 7. Save Your Changes After changing the goal planning year, click on the Update button to save the changes Save Your Changes

Last updated on Dec 12, 2025

Configure Automatic Status Updates In Peoplebox Goals

Click here to watch the video! This tutorial explains how to set up automatic status updates for goals in Peoplebox. Previously, goal statuses required manual updates, which made it challenging for admins and managers to quickly get an accurate, at-a-glance view of overall team progress. Since updates depended on individuals manually changing the goal status, it often led to delays, inconsistencies, or outdated progress visibility With the introduction of this new feature, goal statuses are now automatically updated based on progress. This ensures that the status accurately reflects real-time performance without requiring manual intervention. As a result, managers and admins can make quicker, more informed decisions with reliable progress tracking across teams. 1. How to Enable the Feature To enable automated goal status updates, navigate to your Profile section from the bottom-left corner of the screen How to Enable the Feature 2. Accessing the Settings Menu After opening your profile section, click on the Settings option Accessing the Settings Menu 3. Navigating to Goals Under Products Once you are on the Settings page, scroll down to the Products section and click on Goals. This section allows you to manage all goal-related configurations and features within the platform Navigating to Goals Under Products 4. Open Goal Settings After selecting Goals, click on Settings under the Goals section. This will direct you to the specific settings page where you can control different goal functionalities and automation options Open Goal Settings 5. Enabling Auto Calculate Goal Status Scroll down within the Goal Settings page until you find the feature titled Auto-Calculate Goal Status. To enable automated goal status updates for your account, simply turn on the toggle button next to this option. Once enabled, the system will automatically calculate, and update goal statuses based on progress Enabling Auto Calculate Goal Status 6. Allow Employees to Manually Change Status Under the Auto-Calculate Goal Status feature, you will see an option that allows employees to manually change the goal status even when automatic status updates are enabled. If this option is turned on, employees can override the system-generated status and update it according to their preference Allow Employees to Manually Change Status 7. Automatically Update Goal Status as Time Progresses The second option allows the system to automatically update goal status as time progresses. When this setting is enabled, the system will continuously re-evaluate goals based on the defined timelines and configuration. Even if no manual progress updates are made, the goal status will automatically adjust according to the passage of time and the rules set within the platform Automatically Update Goal Status as Time Progresses 8. Save Your Configuration Once you have reviewed and finalized the configuration for the auto-calculate goal status feature, click on the Save button to apply the changes to your account. This ensures that your selected settings are successfully enabled and reflected across your goals moving forward Save Your Configuration 9. Initiating a Goal Check-In To see the auto-calculate goal status feature in action, open any goal and click on the Check-In option to initiate the check-in process Initiating a Goal Check-In 10. Automatic Status Update During Check-In When you update the progress percentage during a check-in, the goal status will automatically change based on the updated progress and the time elapsed. You will also see a prompt informing you that the goal’s status has been updated automatically according to these factors. Below the message, a help document link will be available if you would like to learn more about how this feature works Automatic Status Update During Check-In 11. Understanding Presets and Key Terminologies Now let’s understand the feature and the related terminologies to help you use it more effectively. Once you enable the auto-calculate goal status feature, you will see an option to select a Preset. A preset defines the threshold percentages for when a goal will be marked as Behind or Achieved When you click on the dropdown, you will see four options to choose from, and you can select any one based on your preference. In the first three preset options, the Behind and Achieved thresholds are predefined by the system However, if you select the Custom Preset, you can manually define and customize your own Behind threshold percentage as well as the Achieved threshold percentage according to your requirements Understanding Presets and Key Terminologies 12. What is Behind Threshold? The Behind Threshold is the percentage buffer that determines how much a goal’s actual progress can fall below the expected progress before it is marked as Behind or At Risk. In simple terms, it defines how much delay is acceptable before the system flags the goal For example, suppose a goal is planned to reach 60% progress by the middle of the review cycle, and the Behind Threshold is set at 10%. This means the system allows the progress to fall up to 10% below the expected value without marking it as behind. In this case, if the actual progress is between 50% and 60%, the goal may still be considered on track. However, if the progress drops below 50%, the system will mark the goal as Behind or At Risk, because it has crossed the acceptable buffer What is Behind Threshold? 13. What is Achieved Threshold? The Achieved Threshold is the progress percentage at which a goal is automatically marked as Achieved. This means once the defined completion percentage is reached or exceeded, the system updates the goal status accordingly For example, if the achieved threshold is set at 90%, any goal that reaches more than 90% progress will automatically be marked as Achieved by the system without requiring a manual status update What is Achieved Threshold? 14. What is Time Elapsed? Time Elapsed indicates how much of the goal’s timeline has progressed as of today. It is calculated as the percentage of the total goal duration that has already passed, based on the start date and due date The formula used to calculate this is: Time Elapsed = ((Today − Start Date) Ă· (Due Date − Start Date)) × 100 What is Time Elapsed? 15. Using the Time Elapsed Slider You can use the slider under Time Elapsed to understand how goal progress maps to different statuses at a specific point in time. While this slider does not help you configure the auto-calculate goal status feature, it helps you visualize how the status will change as time progresses based on the selected preset. As you move the slider to a certain time elapsed percentage, the system dynamically shows the required progress percentage range for each goal status at that selected time Using the Time Elapsed Slider 16. Goal Status – Not Started A goal is marked as "Not Started" when no progress has been made. If the progress percentage is 0%, the system automatically assigns the status as Not Started This applies when progress-percent = 0 Goal Status – Not Started 17. Goal Status – At Risk A goal is marked as "At Risk" when it is significantly behind the expected timeline. This happens when the progress percentage falls below the time elapsed percentage minus the configured Behind Threshold In formula terms, progress-percent < time-elapsed-percent − BEHIND_THRESHOLD Goal Status – At Risk 18. Goal Status – Behind A goal is marked as "Behind" when it is slightly below the expected timeline but still within the acceptable Behind Threshold. This means progress is less than the time elapsed percentage but not low enough to be considered At Risk The condition is progress-percent < time-elapsed-percent and progress-percent ≄ time-elapsed-percent − BEHIND_THRESHOLD Goal Status – Behind 19. Goal Status – On Track A goal is marked as "On Track" when the progress meets or exceeds the expected time elapsed percentage and remains below the Achieved Threshold. This indicates the goal is progressing as planned The condition is progress-percent ≄ time-elapsed-percent and progress-percent < ACHIEVED_THRESHOLD Goal Status – On Track 20. Goal Status – Achieved A goal is marked as "Achieved" when the progress reaches or exceeds the defined Achieved Threshold percentage. Once this level is met, the system considers the goal successfully completed The condition is progress-percent ≄ ACHIEVED_THRESHOLD Goal Status – Achieved 21. Goal Status – Not Achieved A goal is marked as "Not Achieved" if it does not meet the Achieved Threshold before the due date passes. This status is applied when the timeline has ended and the required progress has not been reached The condition is progress-percent < ACHIEVED_THRESHOLD and today > due-date-of-goal Goal Status – Not Achieved 22. Status Calculation Example with Defined Thresholds Assume the Behind Threshold = 10%, the Achieved Threshold = 90%, and the Time Elapsed = 70%. First, calculate the At Risk boundary using the formula: At Risk Condition: progress-percent < (time-elapsed-percent − BEHIND_THRESHOLD) progress-percent < (70% − 10%) progress-percent < 60% Next, define the Behind range: Behind Condition: progress-percent ≄ 60% and progress-percent < 70% Then, define the On Track range: On Track Condition: progress-percent ≄ 70% and progress-percent < 90% Finally, define the Achieved condition: Achieved Condition: progress-percent ≄ 90% At 70% time elapsed, the system expects the goal to have at least 70% progress to remain On Track. Therefore, if the goal’s progress is exactly aligned with the timeline expectation at 70%, the status will be On Track, because progress-percent ≄ time-elapsed-percent and it is still below the Achieved Threshold of 90%.

Last updated on Mar 11, 2026

Tracking Goal Progress Using Milestones with Sum Aggregation

Click here to watch the video! 1. Selecting Progress Type for milestones While creating goals under Measure Progress, you will need to select a progress type. Please note that milestones can be applied to any progress type except the default progress type Selecting Progress Type for milestones 2. Setting Start and Target Values Enter the start and target values for your progress type Setting Start and Target Values 3. Adding Milestones to Your Goal To add milestones for your goal, click on the Add Milestones button located below the Measure Progress section Adding Milestones to Your Goal 4. Select Milestone Calculation Method After clicking Add Milestones, the Goal Milestones window will open.Under Summarize Progress, select the Sum method. This option adds the progress achieved in each milestone and displays the total progress on the parent goal Select Milestone Calculation Method 5. Enter Milestone Targets After selecting the Summarize Progress method as Sum, you need to enter the start and target values for each milestone month. Based on the goal cycle selected (in this example, Quarter 4, 2025), the cycle is split across October, November, and December. Enter the start and target values for each month according to your requirements. Please note that the combined values of all milestones must not exceed the allowable range of the main goal 1. Understand the Maximum Range Allowed Formula: Maximum Range = Target Value of Main Goal – Start Value of Main Goal 1. Example: - Main goal start value = 5 - Main goal target value = 100 - Maximum achievable range = 100 – 5 = 95 2. Important Note: The sum of all milestone values cannot exceed the maximum allowed range(95 in this example). 2. Calculate Individual Milestone Range Formula: Milestone Range = Target Value – Start Value 1. Example Values: - October: Start = 2, Target = 50 → Range = 50 – 2 = 48 - November: Start = 5, Target = 40 → Range = 40 – 5 = 35 - December: Start = 1, Target = 10 → Range = 10 – 1 = 9 3. Verify Total Milestone Ranges 1. Add all milestone range values: 48 + 35 + 9 = 92 2. Compare to maximum allowed range: - 92 < 95 → Milestones are valid Enter Milestone Targets 6. Click Save After entering the start and target values, click Save to create the milestones Click Save 7. Creating the Goal After saving the milestones, click on the Create button to create the goal Creating the Goal 8. October 2025 Check-In Progress Calculation For October 2025, the system calculates progress for the goal based on the milestone and check-in values: 1. Overall Goal Values: - Start Value: 5 - Target Value: 100 2. October Milestone Values: - Milestone Start Value: 2 - Check-in Value: 6 3. Calculating Monthly Gain: - The system calculates the gain for October by subtracting the milestone start value from the check-in value: Gain = Check-in Value - Milestone Start Value = 6 − 2 = 4 4. Updating Overall Progress: - The monthly gain is then added to the overall goal start value to determine the current progress: Current Progress=Overall Start Value+ Gain = 5 + 4 = 9 5. Result: - The current progress for the goal after October’s check-in is 9. October 2025 Check-In Progress Calculation 9. November 2025 Check-In Progress Calculation For November 2025, the system calculates progress for the goal using the milestone and check-in values as follows: 1. Overall Goal Values: - Start Value: 5 - Target Value: 100 2. November Milestone Values: - Milestone Start Value: 5 - Check-in Value: 10 3. Calculating Monthly Gain: - The system calculates the gain for November by subtracting the milestone start value from the check-in value: Gain=Check-in Value − Milestone Start Value = 10 − 5 = 5 4. Updating Overall Progress: - The November gain is added to the progress already achieved in October: Current Progress=Overall Start Value + October Gain + November Gain = 5 + 4 + 5 = 14 5. Result: - The current progress for the goal after November’s check-in is 14. November 2025 Check-In Progress Calculation 10. December 2025 Check-In Progress Calculation For December 2025, the system calculates progress for the goal based on the milestone and check-in values as follows: 1. Overall Goal Values: - Start Value: 5 - Target Value: 100 2. December Milestone Values: - Milestone Start Value: 1 - Check-in Value: 20 3. Calculating Monthly Gain: - The system calculates the gain for December by subtracting the milestone start value from the check-in value: Gain = Check-in Value − Milestone Start Value = 20 −1 = 19 4. Updating Overall Progress: - The December gain is added to the progress achieved in the previous months: Current Progress= Overall Start Value + October Gain + November Gain + December Gain = 5 + 4 + 5 + 19 = 33 5. Result: - The current progress for the goal after December’s check-in is 33. December 2025 Check-In Progress Calculation

Last updated on Feb 04, 2026

Tracking Goal Progress Using Milestones with Last Value Method

Click here to watch the video! 1. Selecting Progress Type for Milestones While creating goals under Measure Progress, you will need to select a progress type. Please note that milestones can be applied to any progress type except the default progress type Selecting Progress Type for Milestones 2. Setting Start and Target Values Enter the start and target values for your progress type Setting Start and Target Values 3. Adding Milestones to Your Goal To add milestones for your goal, click on the Add Milestones button located below the Measure Progress section Adding Milestones to Your Goal 4. Select Milestone Calculation Method After clicking Add Milestones, the Goal Milestones window will open. Under Summarize Progress, select the Last Value method. In this option last value achieved by any of milestones reflects on the parent goal Select Milestone Calculation Method 5. Enter Milestone Targets After selecting the Summarize Progress method as Last Value, the start value for October 2025 and the end value for December 2025 are automatically populated based on the goal’s initial start and end values. In this example the selected goal cycle (Quarter 4, 2025), the cycle is divided across October, November, and December. By default, the goals start value appears under the October milestone and the target value under the December milestone, reflecting the goals overall start and end values. Note: Changing the start value of the first milestone or the target value of the last milestone will also update the goals overall start and target values Enter Milestone Targets 6. Click Save After entering the values under Milestone Targets, click Save to create the milestones Click Save 7. Creating the Goal After saving the milestones, click on the Create button to create the goal Creating the Goal 8. October 2025 Check-In Progress Calculation When the check-in for October 2025 is completed with a value of 10, the current progress will display 10 only, as the current progress displays the latest check-in value from the most recent month October 2025 Check-In Progress Calculation 9. November 2025 Check-In Progress Calculation The current progress shows 15 because the system considers the latest check-in from the most recent month, and the check-in completed for November is 15 November 2025 Check-In Progress Calculation 10. December 2025 Check-In Progress Calculation The current progress shows 30 because the system considers the latest check-in from the most recent month, and the check-in completed for December is 30 December 2025 Check-In Progress Calculation 11. Understanding Current Progress Updates After updating the October check-in to 20, the current progress still shows 30 because the system displays the check-in value from the latest month Understanding Current Progress Updates

Last updated on Feb 04, 2026

Tracking Goal Progress Using Milestones with Average Method

Click here to watch the video! 1. Selecting Progress Type for Milestones While creating goals under Measure Progress, you will need to select a progress type. Please note that milestones can be applied to any progress type except the default progress type Selecting Progress Type for Milestones 2. Setting Start and Target Values Enter the start and target values for your progress type Setting Start and Target Values 3. Adding Milestones to Your Goal To add milestones for your goal, click on the Add Milestones button located below the Measure Progress section Adding Milestones to Your Goal 4. Select Milestone Calculation Method After clicking Add Milestones, the Goal Milestones window will open. Under Summarize Progress, select the Average method. In this option progress achieved by all milestones is averaged which then reflects on the parent goal Select Milestone Calculation Method 5. Enter Milestone Targets After selecting the Summarize Progress method as Average, the start and target values for each milestone month are automatically populated based on the initial start and target values defined for the goal. Based on the selected goal cycle (in this example, Quarter 4, 2025), the cycle is divided across October, November, and December Enter Milestone Targets 6. Save Milestone Settings click Save to create the milestones Save Milestone Settings 7. Creating the Goal After saving the milestones, click on the Create button to create the goal Creating the Goal 8. October 2025 Check-In Progress Calculation When a check-in of 30 is completed for October 2025, the system updates the current overall progress to reflect the latest confirmed value. Since October is the first milestone in the selected cycle, and no additional check-ins have been completed for subsequent months yet, the current overall progress will display 30 only October 2025 Check-In Progress Calculation 9. November 2025 Check-In Progress Calculation When a check-in of 30 is completed in November 2025, the system calculates the current progress using the Average method based on all completed check-ins up to that point. Here is how the calculation works: October check-in value is: 30, November check-in value is: 30 Total of completed check-ins: 30 + 30 = 60 Number of check-ins completed: 2 The system divides the total value (60) by the number of completed check-ins (2), which results in an average of 30. As a result, the current progress continues to display 30, even after the November check-in November 2025 Check-In Progress Calculation 10. December 2025 Check-In Progress Calculation When a check-in of 50 is completed in December 2025, the system recalculates the current progress using the Average method across all completed check-ins. The calculation is as follows: October check-in value is: 30, November check-in value is: 30, December check-in value is: 50 Total of completed check-ins: 30 + 30 + 50 = 110 Number of check-ins completed: 3 The system divides the total value (110) by the number of completed check-ins (3), resulting in a current progress of 36.67 December 2025 Check-In Progress Calculation

Last updated on Feb 04, 2026

Troubleshooting: Goals Not Showing Under Define Goals

Click here to watch the video! 1. Open Define Goals Section Click on the Define Goals option on the home page to begin defining your goals for the selected review cycle Open Define Goals Section 2. View the Goals Listed for the Review Cycle Once you click on Define Goals, you may notice that only a few goals are visible under the Goals section. These are the goals available to add for this specific review cycle, even though you may have created more goals in the tool View the Goals Listed for the Review Cycle 3. Verify the Goal Cycle Selected for the Review Cycle Before checking the goals, you have created, first confirm the goal cycle selected for the review cycle. In this example, the cycle selected is November 2025 Verify the Goal Cycle Selected for the Review Cycle 4. Check the Goal Type for the Review Cycle Next, verify the goal type configured for the review cycle. Here, the goal type is Goal with Key Result, which means only goals that have key results will appear under the Define Goals section Check the Goal Type for the Review Cycle 5. Navigate to the Goals Module Now, go to the Goals module to view all the goals you have already created in the system Navigate to the Goals Module 6. Identify Goals Created Under a Different Goal Cycle In the Goals module, you may notice that some goals belong to a different quarter or cycle. Goals created under cycles not selected for the review cycle will not appear under Define Goals Identify Goals Created Under a Different Goal Cycle 7. Check for Missing Key Results Even within the correct cycle, only goals that have key results added will appear under Define Goals. Here, some goals may be missing because they do not have any key results assigned Check for Missing Key Results 8. Add a Key Result to the Missing Goal Now we add a key result to one of the goals that was not appearing earlier in the Define Goals section due to missing key results Add a Key Result to the Missing Goal 9. Return to the Define Goals Section Go back to the Define Goals section. As soon as the key result is added, the previously missing goal now appears under the list. You can now add this goal to your Define Goals for the review cycle Return to the Define Goals Section 10. Review Other Possible Reasons for Missing Goals In this guide, we demonstrated two example cases for why goals may not appear under the Define Goals section. However, there can be other reasons as well. Ensure that: - The goal cycle selected for the review cycle matches the cycle under which the goals were created. - The goal type matches the configuration of the review cycle. In this example, we used Goal with Key Result, but in other cases the goal type could be different. Carefully verifying these configurations will help identify and resolve most goal visibility issues!

Last updated on Feb 13, 2026