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Monitor team member goals in one place

  • Use the My Team Goal dashboard to monitor team member goals and perform actions on them.
  • Pie charts shows all goals in the system for your team members.
  • Goals include current goals (on track, at risk, and needs attention) and completed goals (personal goals and team goals).
  • Filter by goal period.
  • Filter by search criteria to further limit data.
  1. From the navigation bar, click My Team.
  2. Click the Goals tab. The data grid provides details. Depending on what data wedge is selected in the pie chart, the data grid changes to show that data.

    Tip: Click vertical three-dot menu icon for a team member goal to perform an available action: view, approve, delete, decline.