Overview
The Goals Dashboard offers an in-depth look at goal creation and completion activity across coaching engagements. Since goal-setting is a key indicator of coachee focus and intent, this dashboard also highlights when goals are created, how many are completed, and trends across different goal themes. It enables teams to understand how goals align with broader development areas. A detailed tabular section at the bottom can be exported for further analysis or reporting.
Goals 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
The Goals Dashboard has filters that are specific to goals.
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
Engagemetn 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 coachee 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. The following image show the experience when exporting to an Image.
