The Goals Page is an interactive space called Goals Explore, where employees can view, edit, and update their personal goals and see any public goals and their progress. The Explore page offers several visualizations that depict the structure between individual goals and key results and the relationship between cascading goals (if enabled).
This article covers the following topics:
- Navigate to the Goals Explore page
- The Goals Explore page
- View an individual goal from the Goals Explore page
- Cascading Goals
Navigate to the Goals Explore page
To enter the Goals page, select Goals on the discovery navigation.
The Goals Explore page
There are ten main features to the Explore page. These are shown in the list view below.
These features allow you to:
- View Explore default views
- View custom saved views
- View goal reporting for your team (managers only)
- Search for a specific goal by owner or keyword
- View goals within a certain time frame, by start date, and by due date
- Filter goals by the owner, type, priority, status, tags, and visibility
- View goal analytics in the List View (not available for Cascade view)*
- Export your goals to a .csv file
- Visualize your goals in a cascade or trees view (if cascading goals is enabled)
- View goal owners, due date, and status
- Create an objective or key result
Preset saved views
The Goal Explore page includes six default saved views to make it easier to view the goals you need.
- Individual: Goals where you are the goal owner
- Direct reports: Individual, department, or company goals where your direct reports are goal owners
- Organization: Individual, department, or company goals where your direct and indirect reports are goal owners
- Department: Department-level goals that are assigned to your department
- Company: Company-level goals that ae publically visible to all employees in your company
- All: All goals that you have visibility into. You will not have visibility into the private goals for employees that are not in your organization.
A note on analytics
- Draft goals are not included in the analytics, even if a user has applied a filter for draft goals.
- The count of goals represents unique goals, regardless of how many owners.
- Archived users' goals will count only IF they are co-owned by an active employee or part of a cascade of active goals.
- When applying department or company filters, note that Lattice will only count department or company objectives or key results. Supporting goals that are not a department or company objective or key result will not be counted towards the total.
- Goals are ordered by active state > priority > due date > a to z.
View an individual goal from the Goals Explore page
A context panel will emerge to the right with additional details when you click on an individual goal within the Goal Explore page.
This context panel includes:
- Quick actions
- Child Objectives or Key results
- Due date
If you click on the goal's title, you will be redirected to the Goals Details page. From there, you can view a goal's progress timeline, check if it's on track, and see any notes that the goal owner has posted within the Audit Log. You can also edit, complete, or delete a goal from this page.
If you have cascading goals enabled, you will be able to view your objectives and key results in a cascade and tree view.
Cascading goals allows for direct alignment where the progress of the child goal will impact the parent's progress. To learn about the differences between non-cascading and cascading, check out The Differences Between Enabled and Disabled Cascading Goals.
When you enter the Cascade view, you will initially only see parent objectives and key results. Expanding the goal will display any aligned child goals. You can also use the search bar and filter to find a goal of any level without manually clicking through each layer.
Note: Goal list analytics is not available in cascade view. Switch to List view to view goal list analytics.
In the image above, the arrows show the structure between:
- Company goals
- Department goals
- Individual goals
- Key results for individual goals
You can continue to expand each goal until you reach the key results for individual contributors' goals. You can have as vast a network of interconnected goals based on your company's needs.
When entering tree view initially, you will only see parent goals (1). By clicking the grey bubble, you will expand the goal structure to see a second layer (2). You can continue to expand these layers to display individual goals (3) and their key results (4).