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Domo Knowledge Base

Creating and Editing Goals

Version 9

 

Intro

Domo's Goals makes creating goals easy. You simply enter a title and optional description for the goal, choose the time period for the goal, and specify whether or not the goal applies to your entire team. Any user with a default security role of "Participant" or higher can create goals in Goals. After a goal is created, you can make further customizations such as setting a deadline for it to be completed by, attaching metrics, linking parent and child goals to it, or making it a company-wide goal. Owner status or special permissions may be required to perform an action, depending on that action. All of these actions are described in continuation. 

Creating a goal

You can create a goal for yourself or your team quickly and easily by entering the basic information for the goal in the Create Goal dialog in Goals. Anyone in Domo can do this (aside from "Social"-level users). 

You cannot create goals until at least one time period has been created in Admin Settings > Goals > Time periods. You can only do this if you have a default security role of "Admin" or a custom role with the "Manage All Goals" grant enabled. For more information about creating time periods for goals, see Creating Time Periods for Goals. For more information about custom roles, see Managing Custom Roles.

To create a goal,

  1. Open Goals by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

  2. Click the orange + New Objective button in the upper left corner of the Goals Center. 

    Goals Menu.png

  3. If you want this to be a team goal, select the Team box, then choose the team the goal should be applied to. 
    Teams in Domo are equivalent to groups. If you need to create or manage a team/group, you do so in Admin Settings > Groups. For more information, see Creating and Managing User Groups.

    New Objective.png

  4. Enter a title for the goal in the Goal Title field.

    New Objective Name.png

  5. (Optional) Add a description for the goal in the Add Description field.

  6. Select a start date and action by date for the goal. 
    For information about creating time periods for goals, see Creating Time Periods for Goals.

    New Objective Dates.png

This creates a basic goal for you or your team. However, at this point, no metrics are attached, and the goal is not yet linked to any other goals in Domo. In addition, if you intend for this to be a company-wide goal, you still need to do that as well. The following sections describe how to accomplish all of these tasks.

Setting a deadline for a goal

In the sidebar for your goal, you can choose the date you intend to complete the goal by. This date appears to the right of the goal name in Goals so you can quickly gauge your progress toward completing it. You can only set or change the deadline on goals you own unless you have a default security profile of "Admin" or a custom role with the "Manage All Goals" grant enabled. For more information about custom roles, see Managing Custom Roles.

Once a goal is marked as complete, you can no longer change the deadline. 

To set a deadline for a goal,

  1. Open Goals by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

  2. Locate and click on the goal you want to set a deadline for. 

    You can quickly find personal or team goals in the Personal tab and company-wide goals in the Company tab. If your goal isn't in any of these tabs, you can use the Search tab to find it. You can search by keyword in the Goals subtab, by owner in the People subtab, or by team in the Teams subtab. If you search in the People or Teams subtab, clicking a search result opens the corresponding user or group page. 

  3. In the objective, mouse over the Achieve By area and click the pencil icon that appears. 

  4. Choose the deadline date in the date picker. 

  5. Click Save.

Attaching metrics to a goal

You can attach metrics (which may also be referred to as Key Results or Key Performance Indicators in your Domo interface, depending on the nomenclature selected in Admin Settings > Goals) to any goal in Goals. Each metric you attach to a goal is represented as a colored circle under the goal name, with green indicating progress between 70% and 100%, yellow indicating progress between 40% and 69%, and red indicating progress below 40%. This allows you to gauge the progress of your goals and their related metrics in a single visual. Note that even though goal progress and related metrics are viewed together, they are controlled independently, and overall progress on a goal is not influenced by its attached metrics. This allows users to take charge of their own progress, even if the overall metrics tell a different story.

For example, let's say that a company has a Card tracking the number of quarterly sales. Veronica, a salesperson, has a personal goal of achieving a certain number of sales by the end of the quarter, and she links to the company Card as a metric. Let's then say that Veronica achieves her goal, even though the overall number of sales in the company is below where it should be. Veronica can then show her manager and others in the company that she achieved her sales goals in spite of the overall poor sales numbers in the company.

When attaching a metric, you can either link an existing Card (as in the previous example) or create a new metric from scratch. When you link a Card, you designate a goal based on the values in the Card. When you create a metric, you choose a completion value for the metric. 

Anyone with a default security role of "Participant" or higher can attach metrics to a any goal in their instance. However, you can only change the completion percentage of metrics that you own unless you have a default security role of "Admin" or a custom role with the "Manage all goals" grant enabled. For more information about custom roles, see Managing Custom Roles

To create a new metric for a goal,

  1. Open Goals by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

  2. Locate and click on the goal you want to create a metric for. 

    You can quickly find personal or team goals in the Personal tab and company-wide goals in the Company tab. If your goal isn't in any of these tabs, you can use the Search tab to find it. You can search by keyword in the Goals subtab, by owner in the People subtab, or by team in the Teams subtab. If you search in the People or Teams subtab, clicking a search result opens the corresponding user or group page.

  3. In the goal details page, click + Metrics. (This may also be referred to as + Key Result or + Key Performance Indicator in your Domo interface, depending on the nomenclature selected in Admin Settings > Goals). 

  4. Select Create a manual metric.

  5. In the Name field, enter a name for the metric.

  6. (Optional) In the Description field, enter a description for the metric.

  7. Click within the Achieve by field and select the desired deadline in the date picker.

  8. (Optional) To assign this metric to a specific team (group), check the box reading "Make this metrics a team metrics" then select the desired Domo group. 
    For more information about groups and group management, see Creating and Managing User Groups - BETA.

    The metric is now created and attached to the goal, though the progress is initially set to 0%.

  9. (Optional) Drag the blue circle on the progress bar to the desired percentage of completion.

     Create Goals 4.png

In this same area, you can also edit the deadline (the "Achieve By" date) and owner, link a card to the metric, or delete the metric. 

To create a metric by linking a card to a goal,

  1. Open Goals by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

  2. Locate and click on the goal you want to create a metric for. 

    You can quickly find personal or team goals in the Personal tab and company-wide goals in the Company tab. If your goal isn't in any of these tabs, you can use the Search tab to find it. You can search by keyword in the Goals subtab, by owner in the People subtab, or by team in the Teams subtab. If you search in the People or Teams subtab, clicking a search result opens the corresponding user or group page.

  3. In the goal sidebar, click + Metrics. (This may also be referred to as + Key Results or + Key Performance Indicators in your Domo interface, depending on the nomenclature selected in Admin Settings > Goals). 

  4. Select Link a Card.

  5. Search for and select the Card you want to link to this goal, then click Next.

  6. In the Name field, enter a name for the metric.

  7. (Optional) In the Description field, enter a description for the metric.

  8. (Optional) To assign this metric to a specific team (group), check the box reading "Make this metrics a team metrics" then select the desired Domo group. 
    For more information about groups and group management, see Creating and Managing User Groups - BETA.

  9. Create the metric value using the MetricMeets this condition, and For this value options. 

    This is the value derived from the Card that will be used for the goal. Card metrics are made up of the following parts:

  • The item being measured (the "metric"). This could be the current Summary Number of the Card or the sum, average, minimum, or maximum value of all items or items in a certain column. 

  • A conditional statement that connects the measure to the value or percentage. Domo provides a variety of condition statements to choose from, including greater than, less than, and equal statements and combinations of these. 

  • The numerical value or percentage. 

    Create Goals 3.png

    In the preceding screenshot, the user has selected Summary number as the measure and is greater than as the conditional statement, and has entered 10000000 as the numerical value. When the metric is saved, it will appear in the sidebar as follows, with the current value and goal value appearing in the graphic:

  1. Click Done

The metric is now attached to the goal. You can click on it to open a sidebar for it. Here you can view the metric, edit the deadline date and owner, or delete the metric. 

Linking parent and child goals to a goal

For any goal, if that goal feeds into a higher-level goal in your company, you can link your goal to the higher-level goal, essentially making it a "parent" goal of your goal. For example, as a member of your marketing team, you might have a goal to increase your company's visibility and credibility in the market. You might want to link this goal to a higher-level, company-wide goal to secure amazing customer value to ensure long-term growth. Now that these goals are linked, anyone in your company can see how the higher-level goal is affected by your progress on the contributing goal. You can also set child objectives on a goal. Note that anyone can link any goal to a parent goal, but to link to a child objective, you must be the goal owner or have an "Admin" default security profile or a custom role with the "Manage All Goals" grant enabled. For more information about custom roles, see Managing Custom Roles.

To link a goal to a parent or child goal,

  1. Open Goals by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

  2. Locate and click on the goal you want to link. 

    You can quickly find personal or team goals in the Personal tab and company-wide goals in the Company tab. If your goal isn't in any of these tabs, you can use the Search tab to find it. You can search by keyword in the Goals subtab, by owner in the People subtab, or by team in the Teams subtab. If you search in the People or Teams subtab, clicking a search result opens the corresponding user or group page. 

  3. In the sidebar, click + Parent Goal or + Link Child Objective.

    Create Goals 2.png

  4. Do one of the following:

    • If you chose + Parent Objective in the previous step, simply search for and click on the desired parent objective, then click Select
      Your goal is now connected to the selected objective as a child. 

    • If you chose + Link Child Objective in the previous step, you can choose to either search for an existing goal or create a new one. The options for creating a new goal are the same as those described above in Creating a Goal. Once you create the goal, it is attached to your objective as a child objective automatically. 

You can see the relationship of your goal with its parent and child goals by opening the tree view or lineage view for the goal. For more information, see Opening the Tree or Lineage View for a Goal.

Setting a goal as a company goal

In the sidebar for a goal, you can choose to set a goal as a company-wide goal. The goal then appears in the Company tab, and anyone in your instance will be able to see it. To set a goal as a company goal, you must have a default security role of "Admin" or a custom security role with the "Manage all goals" grant enabled. For more information about custom roles, see Managing Custom Roles.

To set a goal as a company goal,

  1. Open Goals by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

  2. Locate and click on the goal you want to set as a company goal. 

    You can quickly find personal or team goals in the Personal tab and company-wide goals in the Company tab. If your goal isn't in any of these tabs, you can use the Search tab to find it. You can search by keyword in the Goals subtab, by owner in the People subtab, or by team in the Teams subtab. If you search in the People or Teams subtab, clicking a search result opens the corresponding user or group page. 

  3. In the menu Goal Menu.png click Make This a Company Objective.

    Create Goals 1.png