As an admin, there are many different ways to view how your employees are using goals. Below, you'll find a breakdown of the various reports and filters you can use in Lattice to help you get the most out of the tool!
This article covers the following topics:
Accessing Goal Reporting
The Goal Reporting page provides:
- A count of goals that represents unique goals, regardless of how many owners the goal has
- A count of goals which includes archived users
Goal reports are accessible by navigating to Admin > Goals > Reporting.
Filtering & Grouping Goals
Near the top of the Reporting page, you'll see the ability to filter your view of goals. All date filters look at the due date of the goal.
For example, you could choose a filter to view only the goals owned by individuals on the People Operations team across all times.
To group the goals by an individual, manager, or department:
- Select the Group by: button in the top right corner
- Choose how you'd like the goals to be grouped (Individual, Manager, or Department)
- Select the time range you'd like the goals to be displayed. Note: the time range will only show goals with due dates during the particular time range selected.
When you select Group by: Manager, you'll see data for managers' direct reports. When you select Group by: Department, you'll see data for members of different departments in aggregate, so you can see which parts of your business are participating in your goal-setting program.
Goal participation is defined as the following:
- A count of goals which represents individual users who are owners on a goal (e.g., a goal could have three owners and this counts as three goals in this report)
- This count of goals will NOT include the goals of archived users
Additionally, under filtering, admins will also have access to view additional reporting information outlined below:
- Employees with goals: Employees that are goal owners for at least one goal in Lattice in the selected timeframe. This is calculated by the number of employees with goals divided by the total number of employees in Lattice.
- Goals updated: Goals that have been updated in Lattice. This is calculated by the number of goals updated divided by the total amount of goals in Lattice in the selected timeframe. Note, you'll need to update the overall objective rather than the key results for this metric to show up in reporting.
- Aligned to company: The number of goals that have been aligned to a company goal, including any goal that eventually feeds into your company goals. Shown above is the number of goals aligned to company goals divided by overall goals in Lattice. Note this will only be shown if you have enabled cascading goals for your org. Check out Turning on Cascading Goals for more information!
- Overdue goals: Goals that have not been completed by their designated due date. This is calculated by the number of goals that are overdue divided by total objectives in Lattice.
- Goals on a cycle: Goals that are part of a Goal Cycle. The number of goals in a Goal Cycle divided by the number of total goals in Lattice. Check out Creating a Goal Cycle to learn more about Goal Cycles!
Managers will be able to access reporting from their Goals Explore page.
Under the Status page, you'll see a display table with total goals over time, color segmented by their status. This is useful as an admin checking on the statuses within your organization over a given quarter.
The Status page accounts the following:
- Each goal will be placed in the segment in which they had their last update.
- When filtering on a custom date range or a fiscal quarter, we filter out any goal whose due date is outside the time frame.
- When filtering on a goal cycle, we don’t filter on the due date. We include all goals assigned to the goal cycle, whether or not they are overdue.
The Status page allows admins to easily track the department, manager, and/or manager's goal progress. You can use the table below to pinpoint individuals, managers, and departments.
You can also change how it is grouped as well as the time period.
Below you will see the breakdown of the goal owner's name, manager, department, how many goals they have if they have been updated, the breakdown of goal progress, and whether the goal has ended.