A goal measurement type is the rule that decides how a goal's progress
is calculated, from a number climbing toward a target to a simple yes
and no. Teamflect offers eight of them, and you choose one in the New
goal or Edit goal pop-up.
Metric or Goal: What Is the Difference?
A goal is the outcome you want; a metric is the number you watch to see whether
you are getting there.
The two are easy to mix up because a goal usually contains a metric. "Reach 20,000
in monthly revenue" is a goal. "Monthly revenue" is the metric inside it.
The measurement type is the third piece. It tells the system what to do with that
metric:
Move it up to a target. Revenue from 10,000 to 20,000.
Keep it on the right side of a line. Response time under 24 hours.
Mark it done or not done. The milestone shipped, or it did not.
Let it follow something else. Progress comes from the subgoals or tasks underneath.
Pick the metric first, then pick the type that matches how the metric behaves.
The Eight Goal Measurement Types
There are eight different goal measurement types you can select in Teamflect:
Reach-Percent
Reach-Number
Reach-Currency
Stay above
Stay below
Completed/Not Completed
Roll up from subgoal progress
Roll up from task progress
When you choose Reach, you will have the option to select from Percent, Currency, or Value as your metric to track progress.
If you select Stay Above or Stay Below, these options will allow you to set a target with an optional threshold. You'll see the threshold and target options under Stay Above or Stay Below to track whether your goal stays above or below the threshold value.
See some examples below:
Reach: "Increase monthly sales revenue." Initial: $10,000, Target: $20,000
Stay Above: "Maintain customer satisfaction score above 75%." Target: 80%, Threshold: 75%
Stay Below: "Keep customer response time under 24 hours." Target: 24 hours, Threshold: 30 hours
0/1: "Complete quarterly project milestone." Yes, No
Roll-up from subgoal progress: "Improve team performance." Subgoal 1: "Complete team training," Subgoal 2: "Launch new product"
Roll-up from task progress: "Achieve project completion on time." Task 1: "Finalize project plan," Task 2: "Submit final report"
📌 Note: When you select subgoal progress or task progress, you will not be able to set initial and target values, as the progress will be determined by the completion progress of the subgoals or tasks created and assigned accordingly. When a parent goal has two subgoals, completing the first subgoal at 50% will result in the parent goal being completed at 25%.
After you create the goal, you need to click "Add new" to create subgoals.
Here, you have two options: you can create a new goal as a subgoal, or you can select from the existing goals in your company's Teamflect account and connect them to your parent goal with a few clicks.
When selecting from existing goals in the company, you can easily filter the goals by title, owner, and goal type, and then select the desired goal from the search results.
When you select the goal and click ''Add'', you're good to go!
Or click the "Add" button to add new tasks that you will use to measure the goal's progress.
💡To learn more about how to restrict the usage of some measurement types, click here.
How to Choose the Right Measurement Type
Start from the metric, not from the goal: the way the number behaves decides the
type.
The number should grow or shrink to a target. Use Reach. Pick Percent for rates and completion shares, Currency for revenue and cost, Number for counts like headcount, tickets or units.
The number should stay on one side of a line rather than climb. Use Stay Above or Stay Below. These are for standards you defend, not results you chase, such as uptime, satisfaction scores or response times.
There is no number, only done or not done. Use Completed/Not Completed. A policy is published or it is not; a certification is earned or it is not.
The work lives in smaller pieces. Use Roll up from subgoal progress or Roll up from task progress, and the parent goal will follow them.
The goal is genuinely qualitative. Decide in advance what evidence will count, then either turn that evidence into a number or set the goal as Completed/Not Completed against a written definition of done. A goal with no agreed evidence is not measurable in any system.
In most organizations the mistake is picking Reach for everything. A standard that
should never drop is not a target you climb toward.
Beneficial Use Cases:
Sales Teams: Use percentage-based measurement types to track sales targets and revenue growth effectively.
Project Managers: Opt for completion-based measurements to monitor milestone progress and ensure projects are on track.
HR Teams: Apply KPI-based measurements to assess employee performance against predefined metrics, promoting targeted development.