Goals

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact mailto\ support\@charthop com or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work goals charthop goals connects strategy to execution leaders set objectives at the company level, cascade them to teams and individuals, and watch progress update in real time goals stay current through quick status updates or automatic signals from systems like salesforce and zendesk the result is a living view of what matters most goal owners can explain progress and forecast outcomes managers and executives see alignment, momentum, and risk at a glance no chasing updates no guessing just shared clarity on how the organization is moving forward together goals overview tree tab goals overview the goals page is the central place to view, track, and understand goals across the organization it brings strategy, execution, and accountability into one shared view by default, goals open in the tree tab, showing how objectives connect from the company level down to individual contributors two additional tabs, list and people , offer alternative ways to view the same goals depending on the question you are trying to answer together, these views provide alignment, visibility, and clarity at every level tree view (default tab) the tree view is the default view when opening goals goals are displayed in a hierarchical structure, showing how company level objectives cascade into department, team, and individual goals parent and child goals can be expanded or collapsed to focus on high level strategy or drill into execution details each goal displays key context, including owner, supporters, confidence, progress, visibility, and end date this allows users to understand not just what the goals are, but how they are progressing and who is responsible this view is ideal for alignment conversations leaders can see whether strategic priorities are supported by real work teams can see how their goals contribute to broader outcomes misalignment and gaps become visible immediately list tab list view (tab) the list view presents all goals in a flat, sortable list each row represents a goal, with columns for ownership, supporters, confidence, progress, sensitivity, and end date goals can be searched and filtered to quickly surface what matters most this view is designed for fast status reviews managers and executives can scan progress across many goals at once, identify which goals are off track, and focus attention where it is needed people tab people view (tab) the people view organizes goals by person each row represents an individual, showing their role, manager, department, and the number of goals they own or support owned goals and supporter goals are listed directly, making responsibilities and contributions easy to see this view highlights accountability and workload it helps managers prepare for one on ones, understand goal distribution across teams, and identify where individuals may be over or under allocated shared controls across all views all three tabs share common controls to help users focus time controls to view goals within a specific period filters to narrow by people, groups, or attributes search to quickly find specific goals or contributors a create goal action to add new goals directly from the page progress and confidence can be updated manually or automatically through integrations, ensuring goals stay current without extra reporting work goals detail view goal detail view the goal detail view is where a single goal comes fully into focus it brings together context, ownership, progress, and evidence so teams can understand not just what the goal is, but how it is doing and why goal header and status at the top of the page, the goal header shows the goal name, current confidence status, and owner the confidence status reflects the goal owner’s assessment of whether the goal is on track, at risk, or completed this qualitative signal sits alongside quantitative progress, making it easier to interpret the numbers from the header, users can see where the goal sits in the broader goal hierarchy view visibility and sharing settings add supporters or collaborators access quick actions like helping achieve the goal or updating details goal context and ownership the context section describes why the goal exists it includes a written description, start and end dates, owners, supporters, and associated groups this gives everyone shared understanding before they look at metrics or progress ownership is explicit one or more owners are accountable for the goal supporters and groups show who is contributing, without diluting responsibility metrics based goals for goals that are metric or metrics based a goal can include one or more target metric each metric shows actual performance over time goal or goals that are defined as desired metric by end of time period confidene rating to indicate likelihood goal will be met by end of time period forecast or forecasts to help set expectations as time period progresses and how close actual is to goal metrics can update automatically through integrations or be updated manually this ensures goals stay connected to real data, not static estimates milestone based goals for goals that are milestone based and not metric based, goals can be set up to track a set of milestones towards completion each milestone has a status such as not started, just started, halfway done, mostly done, or done this provides a practical view of execution beyond raw metrics milestones help teams understand what has been completed and what remains, even when final outcomes are still in progress it is possible to create a goal type that blends metric and milestone based statuses overall progress overall progress rolls up the goal’s current state into a single, easy to read indicator progress is calculated based on metrics, milestones, or sub goals, depending on how the goal is structured sub goals sub goals break a larger goal into focused pieces of work each sub goal has its own owner, confidence, and progress this makes execution visible and distributes accountability without losing alignment to the parent goal sub goals are especially useful for cross functional initiatives, where multiple teams contribute to a shared outcome progress charts target progress charts visualize how performance is trending over time these charts show actual performance alongside targets and forecasts, including commit, forecast, most likely, or best case scenarios this makes it easy to see momentum, inflection points, and risk before the goal is complete progress updates progress updates are the narrative layer of the goal goal owners and contributors can post updates that explain changes in confidence, describe what is driving progress, and forecast outcomes updates are timestamped and preserved over time, creating a living record of decision making create goal create or edit goal the create goal modal is used to define a new goal in charthop it captures the intent, ownership, timing, and visibility of the goal before it enters the broader goals system goal type goal type defines what kind of goal you are creating most goals will be standard charthop goals, but this field allows flexibility for organizations that support multiple goal types the selected type determines how the goal behaves and how progress can be tracked parent goal parent goal links the new goal to an existing goal selecting a parent goal places this goal into the broader goal hierarchy, allowing progress to roll up and alignment to remain visible if no parent is selected, the goal becomes a top level goal sensitivity sensitivity controls who can see the goal options such as org public define whether the goal is visible to everyone or restricted to specific audiences sensitivity settings ensure transparency where appropriate and discretion where required goal name name of goal is the clear, human readable statement of what the goal is trying to achieve strong goal names are outcome focused and specific this name appears throughout charthop wherever the goal is referenced date range date range defines when the goal starts and ends these dates provide time boundaries for progress tracking, reporting, and forecasting they also help teams understand urgency and pacing description description provides context for the goal this is where teams explain why the goal exists, what success looks like, and any important background or constraints the rich text editor supports formatting, links, and attachments to keep all relevant context in one place owners owners are accountable for the goal owners are responsible for tracking progress, updating confidence, and communicating status every goal should have at least one clear owner to maintain accountability owners of a goal will see goals highlighted on their profile page visibility to others in the organization is dependent on which sensitivy type the goal is defined as supporters supporters are contributors who help achieve the goal supporters may not own the outcome, but they play an active role in execution listing supporters makes collaboration visible without diluting ownership supporters of a goal will see goals highlighted on their profile page visibility to others in the organization is dependent on which sensitivy type the goal is defined as groups groups associate the goal with teams, functions, or departments this helps organize goals, improve filtering, and clarify which parts of the organization are involved groups tagged as part of a goal will see goals highlighted on the groups page visibility to others in the organization is dependent on which sensitivy type the goal is defined as creating the goal select create goal to save the goal and add it to the goals view select cancel to exit without saving once created, the goal can be expanded with metrics, milestones, sub goals, and progress updates