A key aspect of goal management in Teamflect is defining the types of progress measurements available to end users. This helps streamline goal tracking and ensures consistency in how goals are measured across the organization.
In this step-by-step guide, we'll walk you through the process of managing goal progress types.
Managing Goal Progress Types: A Step-by-Step Guide
Step 1: Access the Admin Center
Start by opening your web browser and visiting the Teamflect Admin Center at https://admin.teamflect.com.
Step 2: Locate the Goals Module
After logging in, you'll arrive at the Admin Center dashboard. Navigate to the "Goals" module, found in the left-hand navigation menu. Click on "Goals" to access its settings.
Step 3: Find "Goal progress types"
Within the "Goals" module, you'll encounter various settings related to goal management. Scroll down or explore the tabs until you find the option labeled "Goal Progress Types."
Step 4: Select Desired Progress Types
To manage the goal progress types available to your end users, you'll see a list of checkboxes representing various measurement types (e.g., Reach-Percent, Reach-Number, Reach-Currency, Stay above, Stay below, Completed/Not Completed, Roll up from subgoal progress, and Roll up from task progress). Tick the boxes corresponding to the progress types you want to make available to your users.
Congratulations! You've successfully managed goal progress types in Teamflect. By customizing the available measurement options, you're ensuring that your users can only select from the progress types that align with your organization's objectives and measurement criteria.
If you ever need to make adjustments or expand the available progress types, simply revisit the Admin Center and follow the same steps, modifying the checkboxes as needed.
Beneficial Use Cases:
Sales Teams: Track progress toward revenue goals using customized progress types for clearer visibility and accountability.
HR Teams: Set and monitor employee development goals with precise progress metrics to ensure growth and alignment with company objectives.
Project Managers: Break down project milestones into progress types to manage task completion rates, ensuring deadlines are met efficiently.
Best Practices
Consistency Across Teams
Limit the available progress types to those that align with your company’s KPIs, reducing confusion.
Objective Clarity
Use numeric or currency-based tracking for goals tied to bonuses or compensation to maintain transparency.
Balanced Flexibility
While flexibility is useful, avoid offering too many progress types, as it can dilute focus and complicate reporting.
📌 Best Practice: Revisit progress types quarterly to ensure they continue to align with organizational strategy and evolving business needs.