Customizing Views for Goal Lists

Gather insights, have the right discussions, and keep your goals on track

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Why Choosing the Right View Matters

We've given you the flexibility to view different information about your goals in the list so you can have what you need at your fingertips whether you are preparing for a weekly meeting, analyzing trends in your financial KPIs over time, or trying to decide which priorities are most important to tackle this quarter.

Custom Goal View Options

Any time you are looking at a list of Goals, you'll see the following options:

  • Outline: expand to see linked child goals listed under the parent goals
    • This is usually best for Team Leaders who may have other goals that roll up under their goals 
    • If you like to drill down on the details, this is the view for you
      Outline Options
  • Flat: see all of the goals for the User or Team, regardless of links
    • We recommend using the Flat view for Weekly Meeting Prep. This way, you won't miss updating any goals that may be linked under another goal in the Outline view
      Flat View Options
  • 13 Week Race: see status trends from week to week in the quarter
    • This is great if you like the details and want to changes from one week to the next
    • Each circle or square represents one week in the quarter
  • Energy Map: see high-level status for linked child goals
    • This view is highly effective for team meetings
    • It allows you to see a nice summary of team's progress on goals before deciding where to drill in for more discussion
    • It also helps you see that enough of the team's energy is allocated to achieving the top goals
    • The supporting goals are represented by the following shapes:
      v5 Energy Map Goal Shapes

  • Multi Quarter: look for trends in status over time
    • This view is great for Annual Priorities, Winning Moves or KPIs that span multiple quarters
    • You can see how each quarter finished and look for patterns or red flags
  • Quadrant Chart: plot goals on Impact and Ability to Execute
    • This view could be helpful in planning
    • You can rank Annual Priorities, Quarter Priorities or Winning Moves on their potential Impact and your Ability to Execute 
    • The chart can help you decide which goals are most important to put energy and resources into now
  • Trend Chart: analyze data in customizable charts
    • This is helpful for KPIs or other goals that you measure with numbers in the Projected, Actual, Variance fields 
    • You can see the data in a bar chart over a trailing 13 month period, for the selected quarter, or for a custom time period you set