Monitor and Edit Goals

Once a Goal has been created, it will appear on the respective Goal owner's Dashboards as well as through the Goal Management Interface. 

How do I monitor Goals?

How do I edit or delete Goals?

 

 

Monitor Goals

If a User, Role, Team, etc is involved in an Ambition Goal, the Goal can be monitored directly on the respective Dashboard by clicking the Goals tab.

 

If you'd like a quick glance at progress for all Goals you have access to as a Manager:

1. Open the left navigation and click Goals > Manage.

 

The Manage Goals page for those with Manager permissions will display all Goals you have access to, the Goal's Progress, and Status.

Additionally audit logs are provided including Created By, Last Modified Time, and Last Modified By fields.

 

If you'd like a quick glance at Goal progress across the board:

1. Open the left navigation and click Goals > My Goals.

The Goal Management interface gives you an overview of performance against all the Goals you have access to.

 

By default, the My Goals view will filter Goals you are actively participating in.

If you are personally not participating in any Goals, the view will be blank and filters will want to be adjusted.

 

2. Click the Filters icon to slide out the filter menu.

 

The filter menu allows you to search for a Goal by Goal Name, Association, Status, Progress, or Time Frame.

 

 

3. Click Details on any Goal to see more information about the Start and End times of the Goal, as well as historical performance.

Click Contribution on any Group based Goal to revel the User's images, names, and respective contribution values that have contributed to the Goal.

User's are ranked from highest contribution to lowest.  

 

 

Edit Goals

After a Goal has been created, you can update the following information:

• Name
• Description
• Visibility
• Category
• End Date
• Target Value

Changes to any other fields, such as Participants, Start Date, or Metric cannot be made after creation and will require a new Goal to be made. 

 

Edit a Goal on a Dashboard

1. Access the respective Dashboard and click the Goals tab.

 

2. Click the " " icon in the upper right corner of the Goal and selecting Edit.

 

3. Make appropriate updates, and click the Update Goal button.

 

 

Edit a Goal in Grid View:

1. Open the left navigation and click Goals > My Goals.

 

2. To locate the Goal you wish to edit, click the Filters icon to slide out the filter menu.

The filter menu allows you to search for a Goal by Goal Name, Association, Status, Progress, or Time Frame.

 

3. Click the " " icon on the appropriate Goal and selecting Edit.

To Delete a Goal

Click the Delete button seen above and then click Confirm when prompted.

  

3. Make appropriate updates, and click the Update Goal button.

 

Edit a Goal in List View:

1. Open the left navigation and click Goals > Manage.

 

2. To locate the Goal you wish to edit, click the Filters icon to slide out the filter menu.

 

The filter menu allows you to search for a Goal by Goal Name, Owner Hierarchy Level, Status, Progress, or Time Frame.

3. Click the " " icon on the appropriate Goal and select Edit.

 

4. Make appropriate updates, and click the Update Goal button.

 

Delete a Goal

Click the Delete button seen above and then click Confirm when prompted.

 

Export a Single Goal

Click the Export button seen above to download the goal data into a .xlsx file.

 

Bulk Export Goals

Use the filters to narrow your results. Click the Export Goals button at the top of the page to download a .xlsx file of the goal details in the list.