---
title: Goals Detail View
slug: goals-detail-view
createdAt: 2024-03-29T18:07:09.324Z
---
The goal detail view is where a single goal comes fully into focus. It brings together context, ownership, progress, and evidence so teams understand not just what the goal is, but how it's doing and why.
## Header
At the top of the page, a breadcrumb shows the goal's location: **\[Org] > Goals > \[Goal Name]**. If the goal has a parent, a pill below the breadcrumb shows the parent goal name and its current confidence dot. Selecting it navigates to the parent.
The top bar also shows:
- **Sensitivity badge** (e.g., Org Public) with a share icon to open sharing settings
- **Supporter avatars** with a count of additional collaborators
- **Help achieve goal** — lets you request to contribute to the goal
- **Edit Goal** — opens the Edit Goal modal
## Progress and confidence
Below the header, the goal shows its current **progress percentage** and **confidence pill** side by side. A full-width progress bar sits below. On the right, a **days remaining** countdown shows how much time is left in the goal period.
## Sidebar
The right sidebar provides context and quick actions throughout the detail view.
**Primary actions:**
- **Progress Update** (dark button) — opens the inline progress update form
- **+ Target Metric** — opens the Target Metric modal (appears on metric-enabled goals)
- **+ Milestone** — adds a milestone inline (appears on milestone-enabled goals)
- **+ Sub-Goal** — opens the Create Goal modal with parent pre-filled
**Context fields:**
- **Metrics** — lists each metric with Actual value (and progress %), Goal target, and additional target levels (e.g., Base, Bunny). Shown on metric-based goals only.
- **Summary** — a written description of the goal. On top-level parent goals, ChartHop may surface an AI-suggested description to help get started.
- **Owners** — avatars and names of goal owners
- **Supporters** — avatars and names of goal supporters
- **Groups** — colored department pills for each group tagged on the goal
- **Timeline** — date range with total days and percentage elapsed (e.g., "90 days — 88% elapsed")
## Goal Target Progress
For metric-based goals, a **Goal Target Progress** chart visualizes performance over time. When a goal has multiple metrics, tabs above the chart let you switch between them.
Each chart shows:
- **Actual** (solid light blue) — performance to date
- **Goal** (solid purple) — the target value
- **Forecast** (dashed) — the projected outcome
- Additional target and forecast lines as configured in Goal Types (e.g., Base, Bunny, Commit, Most Likely, Best Case)
A vertical dashed "Today" line marks the current date. The forecast line extends to the end of the goal period.
## Milestones
For milestone-based goals, a **Milestones** section replaces the progress chart. Each milestone row shows its status pill, description, due date, and edit and delete icons.
Select **+ Milestone** to add a new milestone inline — no modal opens. A new row appears at the bottom of the list with a description field and a due date that defaults to the goal's end date. Enter the description and confirm with the checkmark, or cancel with the × icon. Milestone due dates can be set independently to sequence work within the goal period.
To update a milestone's status, submit a progress update (see below).
## Sub-goals
Sub-goals appear in a table within the goal detail view with columns for Name, Owners, Confidence, Progress, and Goal. Each row links to the sub-goal's own detail view. Select **+ Sub-Goal** from the sidebar to add one.
## Progress Updates
Progress updates are the narrative layer of the goal. The update form opens **inline** within the goal detail page — not in a modal. The rest of the page stays visible and scrollable, so you can review metrics, milestones, previous updates, and sidebar context while composing a new update.
**For metric-based goals**, the update form includes:
- **Update Date** — defaults to today, editable for backdating
- **Metrics table** — one row per metric showing Metric name, Actual, Goal, and Forecast
- For automatically calculated metrics: Actual is read-only (pulled from the connected data source). Enter a Forecast value.
- For manually entered metrics: Actual is an editable field. Enter both Actual and Forecast values.
- **Overall Confidence** — select one: On Track, Mostly On Track, Partly On Track, Mostly Off Track, Off Track
- **Mark Goal as Done** — checkbox to close the goal from this update
- **Comment** — rich text field for narrative context (required, optional, or disabled per goal type configuration)
**For milestone-based goals**, the update form includes:
- **Update Date** — defaults to today, editable
- **Milestones** — each milestone listed with a status dropdown to update independently
- **Overall Confidence** — same five-option selector
- **Mark Goal as Done** — checkbox
- **Comment** — rich text field
Select **Submit** to save the update. Updates are timestamped and preserved over time, creating a living record of decision-making. Each previous update shows the author, date, a confidence pill, a snapshot of all metric or milestone values at the time, and the written comment.
## Adding a Target Metric
Select **+ Target Metric** from the sidebar to open the Target Metric modal. This is where you define what is being measured on a metric-based goal.
| Field | Description |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Label** | The name of the metric, e.g., "Service Uptime" or "Monthly Active Users" |
| **Type** | Integer number, Money, or Percentage |
| **Goal Direction** | Maximize (higher is better), Minimize (lower is better), or Closest (as close to target as possible) |
| **Target Values** | Set the numeric target for each level configured in the goal type (e.g., Goal: 95) |
| **Goals calculated by** | Manually entered, or Automatically calculated |
| **Carrot Expression** | Appears when Automatically calculated is selected. Enter a Carrot expression referencing a Data Model table, e.g., db.goalsMetrics.metric\['Support'].value. See the Carrot reference for syntax guidance. |
| **Starting Value** | Optional baseline value for progress calculation |
Select **Target Metric** to save. A goal can have multiple metrics of mixed types — some automatic, some manual. Each appears as its own tab in the progress chart and its own row in the progress update form.
:::hint{type="info"}
**[Modules](https://www.charthop.com/pricing/): **HRIS | Engagement | **Goals** | Performance | Compensation Reviews | Headcount Planning
:::
##