Once you have launched your Goal Cycle, all admins will have access to a version of the Goals Explore page that will show you only the goals associated with that specific goal cycle.
This article covers the following topics:
Navigate to the Goal Cycle
Step 1: Navigate to Admin > Goals > Goal cycles.
Step 2: Enter the desired goal cycle by clicking its title.
Step 3: Within the goal cycle, click on the Manage tab.
The Activity Page
On the Activity page, you will see:
- Total goals- The total number of goals that employees in that given goal cycle have created.
- Company goals- The number of company goals created in that given cycle.
- Departments with goals- The total number of goals that have been created for the department in that given goal cycle.
- Employees with goals- The percentage of employees that have created a goal and selected this goal cycle during the goal creation.
- Goal updated- The percentage of goals within the group that have updated their goals
- Aligned to company (if cascade is on)- The percentage of goals within the group that are directly aligned to the company goal
- Overdue goals- Goals that are still active after the due date of the goal cycle
Clicking through the different tabs of Departments, Managers, and Individuals is a great way to audit your organization and see who is using the goals tool successfully or who might need help getting their goals in Lattice.
The Explore Page
- All goals created as a part of this cycle
- Goal owners
- Date of last goal update
- Goal status
- The ability to filter
- Goal context panel
Within the Explore page, you can filter as needed to dive deeper into specific goals. This will allow you to drill into each department, manager, or individual to see each of their goals.
When you click on the name of the goal, a context panel will appear with additional information about the goal, including the progress.