The Goals module helps organizations define, track, and achieve strategic objectives through structured goal setting and progress monitoring.

​
Key Features

  • Goal Hierarchy - Create cascading goals from company to individual level
  • Progress Tracking - Monitor real-time progress with visual indicators
  • OKR Support - Implement Objectives and Key Results methodology
  • Milestone Management - Break down goals into achievable milestones
  • Performance Metrics - Track KPIs and success metrics
  • Automated Updates - Sync progress from integrated data sources

​
Getting Started

  1. Define company-wide strategic goals
  2. Cascade goals to departments and teams
  3. Set measurable key results
  4. Assign goal owners and contributors
  5. Track progress through dashboards

​
Common Tasks

  • Creating Goals - Define SMART goals with clear metrics
  • Assigning Ownership - Designate responsible parties
  • Updating Progress - Record achievements and milestones
  • Reviewing Performance - Analyze goal completion rates
  • Adjusting Targets - Modify goals based on changing priorities

​
Goal Types

  • Strategic Goals - Long-term organizational objectives
  • Departmental Goals - Team-specific targets
  • Individual Goals - Personal performance objectives
  • Project Goals - Specific project deliverables
  • Quarterly OKRs - Time-bound objectives and key results

​
Best Practices

  • SMART Criteria - Ensure goals are Specific, Measurable, Achievable, Relevant, Time-bound
  • Regular Reviews - Schedule weekly or monthly progress check-ins
  • Clear Ownership - Assign single accountable owner per goal
  • Visible Progress - Keep goals and progress transparent
  • Celebrate Wins - Recognize goal achievements

​
Need Help?

For assistance with the Goals module, contact support@msportal.ai or consult our goal-setting best practices guide.