Goals

charthop goals goals is a charthop module that connects strategy to execution by letting leaders set objectives at the company level, cascade them to teams and individuals, and track progress in real time — whether through manual updates or automatic signals from connected systems like salesforce and zendesk goals live inside the same platform as your org chart, headcount plans, performance reviews, and compensation data that means goal progress carries real organizational context leaders see alignment, momentum, and risk at a glance managers walk into 1 1s already knowing where things stand no chasing updates no guessing access goals from the main navigation goals page the goals page 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 five tabs give you different lenses into the same goal data all , organizational , personal , list , and people all five share a common set of controls at the top of the page shared controls time slider — scrub across a date range (2019 to 2031) to view goals active during any period the current date is shown by default filter — narrow goals by people, groups, or attributes the filter badge shows how many active filters are applied find people, groups, or enter query — search for specific people or groups to focus the view search goals — search by goal name within the current tab create goal — available from any tab opens the create goal modal the total number of goals visible in the current tab is shown below the tab bar all tab the default view when opening goals shows all goals across the organization — both organizational and personal — in a single list grouped by category parent goals are expandable to show their child goals each row displays the goal label, owner, supporters and groups, confidence, progress, sensitivity, and end date organizational tab filters to organizational goals only shows the same hierarchical expand/collapse structure as the all tab, with parent goals and their sub goals nested beneath them use this tab to focus on company, department, and team level objectives personal tab filters to personal goals only shows individual level goals in a flat list use this tab to review goals that aren't part of the organizational hierarchy list tab a flat list of all goals regardless of type or hierarchy parent goals and sub goals appear as separate rows this view is designed for fast scanning across all 18 goals at once, identifying which are off track, and filtering to what matters most columns are the same as the all tab people tab organizes goals by person every person in the organization appears as a row, showing their name, title, manager, department, and goals across four columns goals (total count), owned goals , supporter goals , and group goals goal names are visible inline within each column this view highlights accountability and workload use it to prepare for 1 1s, understand goal distribution across teams, and identify where individuals may be over or under allocated a grid/list toggle in the top right switches between display formats confidence and progress visual indicators two visual signals appear consistently across goal lists throughout charthop progress — shown as a percentage with a colored bar purple bars indicate progress toward the goal target confidence — shown as a colored pill or dot labels and colors are configured by your admin in goal types, but the default scale runs from off track (red) through mostly off track (orange), partly on track (amber), mostly on track (teal), to on track (green) a "success" state (green) indicates a completed goal https //www charthop com/pricing/ hris | hris | engagement | goals | performance | compensation reviews | compensation reviews | headcount planning