Teamflect Reports Overview: Goals Module

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.

Use the Filters button to narrow down the goals data displayed across the reports. You can apply one or multiple filters to focus your analysis on specific goals, employees, teams, or goal characteristics.

You can filter Goals by:

The Health Score tab provides an overall view of how effectively your organization is executing its goals. The score is calculated across four key areas, with each section contributing to the overall Health Score based on its assigned weight.

The four sections are:

Each section has its own Section Score, Weight, and Weighted Score. The overall Health Score combines these weighted results into a score ranging from 0 to 10.

The weights shown on the right side of the report indicate how much each section contributes to the overall Health Score. These weights determine the relative importance of each area in the final calculation.

The Progress & Completion tab provides an overview of how goals are progressing and being completed. It combines key metrics with visual reports to help you understand goal progress, closure, and achievement across the organization.

The top of the report provides the following metrics:

The Goals Due Over Time chart shows goals based on their due dates, along with their average progress. You can change how the data is grouped by selecting:

This allows you to view upcoming and past-due goals from different perspectives and compare goal progress across statuses, goal types, or departments.

The Overall Status chart shows the distribution of goals across different statuses, including At Risk, On Track, No Status, and Off Track. This provides a quick overview of the current health of goals across the organization.

The Closed Goal Outcomes section provides information about the outcomes of goals that have been closed, helping you understand how successfully completed goals have contributed to overall goal execution.

The Timeliness & Risk tab helps Admins identify goals that may be delayed, overdue, or not being updated regularly. It provides key metrics and detailed views to help monitor goal health and potential risks.

The report includes:

The Overdue Goals Breakdown provides a visual breakdown of overdue goals. You can organize the breakdown by Goal, Goal Owner, and Manager to identify where overdue goals are concentrated.

The Aging Bucket for Open Goals provides a view of how long open goals have remained active, helping Admins identify goals that may require additional attention.

This table identifies goal owners who have not recently updated their goals. It includes details such as the Goal, Goal Owner, Manager, Due Date, Status, and Last Progress Update, making it easier to identify goals that may need follow-up.

The Ownership & Adoption tab provides insights into how goals are distributed across employees and how actively goals are being adopted across the organization. It helps Admins identify goal ownership patterns, overloaded goal owners, and employees who may not have goals assigned.

The report includes:

The Ownership Equity with Goals Status chart shows how goals are distributed among individual goal owners, broken down by goal status. This helps you see how many goals each owner has and the current status of those goals.

The Adoption Gap by Attributes report shows goal adoption across different employee attributes. You can view the data by Department, Location, Country, or Manager and compare goal ownership across different periods.

This section compares the number of Goal Owners with the number of Users with No Goal, providing a quick view of overall goal adoption.

The Signed-in Users with No Goal table identifies signed-in users who do not currently have a goal, grouped by department. This can help Admins identify teams or areas where goal adoption may need attention.

The Collaboration tab provides insights into how employees interact with and contribute to goals through comments. It helps Admins understand the level of engagement around goals and identify areas where collaboration may be limited.

The report includes:

The Breakdown by Attributes section shows the number of goals with user comments and silent goals across different employee attributes. You can view the breakdown by Department, Location, Country, or Manager.

The Silent vs. Commented Goals chart compares goals that have user comments with goals that have no user comments. This provides a quick overview of the level of interaction and collaboration taking place around goals.

The Goal Details tab provides a detailed, record-level view of your organization's goals. Each row represents an individual goal, allowing Admins to review and analyze specific goal information in one place.

By default, the table displays key information such as the Goal ID, Goal, Goal Owner, and Mail. You can customize the table by selecting Select Columns and choosing the information you want to display.

The AI Analysis tab uses Teamflect AI to help Admins analyze goal data and identify meaningful insights. You can use this tab to generate a summary of your organization's goals or ask specific questions about the available data.

Click Generate AI Summary to have Teamflect AI analyze the available goal data and provide a summary of key insights.

You can also enter a specific question in the Ask AI a question about this data field and click Ask. This allows you to explore your goal data using natural-language questions and focus on the information most relevant to your analysis.

✅ 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.

✅ 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.

A: Yes, if an admin has enabled goal export permissions. For instructions, see the End-User Guide: How to Export Goals to Excel and the Admin Guide: How to Manage Goal Export Permissions.

A: Check the active filters, selected goal period, and last refresh time in Overview. If the numbers still don't match, contact support and provide an example employee to help investigate the discrepancy.

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.

The Goals Reports module provides a comprehensive view of how goals are being created, progressed, managed, and adopted across your organization. Each report focuses on a different aspect of goal execution, from the overall Health Score and goal progress to timeliness, ownership, collaboration, and detailed goal data.

Use the Filters to focus your analysis on specific employees, departments, goal types, or other attributes. The Goal Details tab provides a more granular view of individual goals, while AI Analysis can help you summarize goal data and explore specific questions.

Together, these reports help Admins identify areas of strength, uncover potential risks, and better understand how effectively goals are being managed across the organization.