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
Goals by End Date
This chart gives you a quick view of your team’s goals and how they’re progressing over time, making it easy to track overall performance.
Open – Shows the number of goals that are still in progress or not yet completed.
Average Progress – Displays the average progress percentage across all goals, helping you identify overall trends and areas that may need attention.
2. Goals by Status
This section provides a snapshot of your team’s goals, showing their progress and outcomes. You can quickly see which goals are on track, at risk, off track, or not yet started, track completed goals, and monitor overall goal completion rates.
Overview – No Status, On Track, At Risk, Off Track
Shows the number of goals in each status category, giving a clear view of goal health across the organization.Closed Goal Outcomes
Displays the results of completed goals, allowing you to see how goals were achieved or closed.Goal Completion Rate
Highlights the percentage of goals completed over a selected period, helping track overall progress and performance trends.
3. Goal Type Distribution
Shows how goals are distributed across different types, helping you understand the focus areas and priorities within your organization.
Users by Goal Types
Displays the distribution of goal types for each user, giving a clear view of individual focus areas and contributions.
4. Goals Overview
Provides a summary of goal activity across your team, helping you quickly understand user engagement and goal progress.
User with/without Goals
Shows which users have goals assigned and which do not, giving a clear picture of goal coverage.Goals Assigned per User
Displays the number of goals assigned to each user, helping track workload and focus areas.# Owners Updated Goals within Last 30 Days
Shows how many goal owners have made updates in the past 30 days, highlighting recent activity.% Owners Updated Goals within Last 30 Days
Displays the percentage of goal owners who have updated their goals in the last 30 days, helping monitor engagement trends.
5. Goals by Measurement Type and Durations
Provides a clear view of goals based on how they are measured and their timelines, helping you track progress and performance across different goal types.
Goal Duration
Shows the length of time set for each goal, giving insight into short-term and long-term objectives.Measure Type – Completed/Not Completed
Displays goals by their measurement type, indicating which goals have been fully achieved and which are still in progress.Reach (%)
Highlights the percentage of the goal achieved, offering a quick view of progress toward each target.Rollup from Subgoals
Summarizes progress from subgoals into parent goals, helping track overall achievement at a higher level.
6. Goals by Department and Location
Provides a visual overview of goal distribution and progress across departments and locations, helping you identify performance trends at a glance.
7. Goal Details
Provides a detailed view of goals, including progress, ownership, and key attributes, helping you track performance and monitor outcomes at a glance.
8. All Goal Comments and Activities
Provides a complete view of comments and actions on goals, helping you track engagement, collaboration, and progress across your team.
📌 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.