Overview
The Goals Module in Teamflect Reports provides a comprehensive view of goals across your organization. It helps managers and team leads track goal progress, measure alignment at the individual and team level, and gain insights into goal ownership and completion trends. With filters and visual reports, you can easily monitor performance, identify gaps, and ensure goals stay on track.
How to Access Goal Reports
Go to your Admin Center > Reports: https://admin.teamflect.com/#/reports
Select the Goal Module.
Filtering your Data
Apply filters to focus on the specific information you want to see in your Task Report.
You can filter Goals by:
Filter | Description |
Goal End Date | Filter goals based on their target completion dates. |
Employee Status | Show goals for active, inactive, or specific employee statuses. |
Goal Owner | View goals assigned to specific employees. |
Goal Type | Filter goals by type, such as individual, company, department, or self development. |
Goal Name | Search for goals by their title or name. |
Goal Creator | See goals created by a specific user. |
Labels | Filter goals using tags or labels for better categorization. |
Visibility | Show goals based on who can see them within the organization. |
Goal Privacy | Filter goals by privacy settings, such as private or public goals. |
Is Subgoal | Show whether they are subgoals of a larger parent goal. |
Goal Status | View goals by their progress status (e.g., at risk, no status, off track, on track). |
Department | Display goals assigned to specific departments. |
Location | Filter goals based on employee work locations. |
Country | Show goals for employees in a specific country. |
User Attributes | Filter goals using custom user attributes like role, team, or other profile details. |
📌Tip: Combine multiple filters to create a focused view of your team’s goals. For example, filter by Department + Goal Status to see incomplete goals for a specific team.
Goals Report Sections
1. Generate AI Summary or Ask Question Regarding Goals
This feature enables users to interact with their goals data using AI. Users can generate a summary of goal progress across individuals or teams, or ask specific questions (e.g., “Which goals are at risk?” or “How many goals are completed this quarter?”) to receive instant, contextual insights.
2. Executive Health Score
The Executive Health Score represents an overall measure of your organization’s goal execution health. It is calculated as a single weighted score out of 10, based on four key categories:
Progress & Completion
Timeliness & Risk
Ownership & Adoption
Collaboration & Coaching
Each category is calculated separately and contributes to the final score based on its assigned weight. These weights can be customized to reflect what is most important for your organization.
3. Progress & Completion
This section provides visibility into how goals are progressing and being completed across your organization. It includes key metrics such as:
Total number of goals created
Open vs. closed goals
Goal completion rates
Average progress percentages
Goal outcome distribution
Progress trends over time based on due date periods
The charts in this section help you identify whether goals are actively advancing toward completion or remaining stagnant after being created.
4. Timeliness & Risk
This section focuses on the recency of goal activity and helps identify goals that may be overdue, outdated, or not actively maintained. It includes key insights such as:
Goals that have not been updated within a defined period (stale threshold, configurable via “stale days”)
Overdue goals based on due dates
Aging distribution of inactive goals across time ranges
Managers and goal owners associated with stale or inactive goals
This section helps surface potential risks related to goal follow-through and accountability. For example, goals that have not been updated for extended periods (such as 60–90 days) may indicate limited active management or engagement.
5. Ownership & Adoption
This section provides insight into how goals are distributed and adopted across the organization. It helps you understand whether goal-setting is consistently applied and balanced across teams and individuals. Key metrics include:
Number of goal owners
Average number of goals per employee
Employees with an excessive number of goals (threshold is configurable)
Adoption breakdowns by department, location, and manager
Signed-in users without any assigned or created goals
The “Signed-In Users with No Goals” table specifically highlights employees who are currently active in the system but do not have any goals assigned or created.
6. Collaboration & Coaching
This section provides insight into how actively goals are being used for collaboration and ongoing coaching conversations. It highlights whether goals are being discussed and engaged with after creation, rather than remaining static. Key metrics include:
Number of goals with comments
“Silent goals” with no engagement or activity
Average number of comments per goal
Breakdown of engagement by department, manager, and other organizational levels
This section is particularly useful for understanding whether goals are being used as a collaborative performance tool between managers and employees, or if they are created and then rarely revisited.
7. Goal Details & Comments
This section provides a detailed, data-level view of all goals included in the report. It allows you to customize visible columns and export key goal information for further analysis. Available fields include:
Goal owner
Manager
Department
Due dates
Progress
Visibility settings
Goal descriptions
Last update dates
Comments
This section is primarily used for raw data extraction and is especially useful for HR and operations teams who need to export the data into Excel or other tools for deeper analysis and reporting.
📌 If you wish to export any data from your Goals Reports, you can check our guide on How to Export Data from Teamflect.
Frequently Asked Questions about Goals Reports
Q: What’s the difference between closed goal outcomes and goal completion rate?
✅ Closed Goal Outcomes show the results of completed goals, while Goal Completion Rate highlights the percentage of goals completed over a selected period, giving an overall performance view.
Q: Can I track subgoals separately from main goals?
✅ Yes. Use the “Is Subgoal” filter to see goals that are part of larger parent goals, helping you monitor progress at both high-level and detailed levels.
Use Case
1. Monitor Team Goal Progress
Admins can use the Goals Report to track which goals are on track, at risk, or off track. By combining filters like Department and Goal Status, you can quickly identify areas that need attention and support managers in keeping their teams aligned.
2. Ensure Goal Coverage and Engagement
With features like “Users with/without Goals” and “% Owners Updated Goals within Last 30 Days,” admins can see which employees have goals assigned and monitor engagement trends, ensuring that everyone is actively participating in goal management.
3. Analyze Organizational Trends
Admins can use reports like Goal Type Distribution, Goals by Department/Location, and Goals by Measurement Type to understand broader patterns in goal setting and performance. This helps in identifying priorities, spotting bottlenecks, and making data-driven decisions across the organization.
Final Thoughts
The Goals Report in Teamflect provides admins and managers with a complete view of goal performance, engagement, and trends. By leveraging filters, visual charts, and detailed insights, you can ensure goals stay on track, monitor progress at both individual and team levels, and make informed decisions that support organizational success. Regularly reviewing these reports helps maintain alignment, drive accountability, and foster a goal-oriented culture across your company.