Overview
The Goals Dashboard is a combination of Goals + Goal Themes. It brings extraordinary visibility to goals from across all engagements including group or team engagements. The Goals Dashboard covers goal activity like goal status and includes completion rates across a number of dimensions like client organization or engagement template. You can also drill into goals that are past due to get insights on areas that are falling short.
Dashboard Filters
At the top of the dashboard, filters are initially hidden from view. There is a 'Show Filters' option on the top right that will expand to show all available filters.
Expanded Filters
There is a wide variety of filters available on the Goals Dashboard that span from engagement attributes likes status and On/Off Track, to coachee, and coach filters.
Filter options include:
Goal Created Date
Goal Due Date
Goal Completed Date
Goal Type
Engagement Created Date
Engagement Started Date
Engagement End Date
Engagement Status
Engagement Type
Engagement On/Off Track
Engagement Off Track Since Date
Engagement Template
Coach Name
Coaching Company
Coach Gender
Coach Department
Coach Business Unit
Coach Location
Coachee Name
Client Organization
Coachee Leader Level
Coachee Department
Coachee Business Unit
Coachee Location
Tabular Data
Aside from all of the visualizations and metrics, the Goals Dashboard also contains the tabular data with all of the engagement attributes.
Export
On the top right of the dashboard is a 3-Dot menu that allows for easy export to various formats including to image, Powerpoint, PDF, and Excel.
The export dialog allows for further customization including page layout such as landscape or portrait, and allows for annotations before export.
