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Domo Knowledge Base

Domo Goals Layout

Version 3

 

Intro

Domo Goals provides a way to create metrics-driven goals and sub-goals, surface them to your organization, and track them to completion. Because anyone can create sub-goals on an existing goal, departments, team, and individuals can all align their efforts around the company objectives, giving visibility to what they're doing to contribute.

You access this tool by selecting Goals in the top navigation. For smaller screen sizes you may need to click the More menu and select Goals.

The user interface for Goals consists of five main tab pages, each of which provides access to different views and/or functionality for configuring, viewing, and interacting with your goals. These five tab pages will be discussed in detail later in this article, but here are brief descriptions of each:

  • Today. This tab page provides summaries of changes to important goals in your company, along with a feed that shows goal changes with their accompanying comments.

  • Personal. This tab page shows your own goals, team goals, and those you are contributing to, broken down by timeframe.

  • Check-in. This tab page shows your objectives that need to be updated as well as your reports' objectives that need to be updated. 

  • Company. This tab page shows company-wide goals and goals that link to company goals.

  • Search. This tab page lists all goals in your company and allows you to search for goals by inputting specific goals, people, or team names. 

On each of these pages, you have access to the New Objective button, in which you can add a goal and description, designate time periods, and choose whether to make the goal a team goal.

Today tab

The Today tab lists all of today's changes made to your personal, team, and company goals in reverse chronological order. Clicking an item in the Today tab opens the goal details view.

The following image shows an example of the Today tab.

Today Tab.png

Personal tab

In the Personal tab, you can see all of the goals that you have created for yourself, group goals, as well as those of other users that you are contributing to. Only you can see your goals here.

You can break down goals by time period by selecting the desired time period in the menu at the top of the window. Time periods must be created manually by a user in Admin Settings > Goals. Goals cannot be set until at least one time period has been created. Users must have a default role of "Admin" or a custom role with the "Manage All Goals" grant enabled to create goals. For more information about custom roles, see Managing Custom Roles. For more information about creating time periods, see ???. 

Status for goals in this tab is indicated via one of three icons: On Track.png, which means the goal is on track to completion; Needs Attention.png, which means the goal needs attention; and At Risk.png, which means completion of the goal is at risk. If metrics have been added to a goal, the status of those metrics is represented as colored circles under the word "Metrics," with green indicating progress between 70% and 100%, yellow indicating progress between 40% and 69%, and red indicates any progress below 40%. 

You can click on a goal to open the goal details view that includes various options for working with the goal, such as setting the status and deadline, adding comments about the goal, setting parent and child goals, making the goal a company goal, and more. For more information, see ???. 

Goals Layout 3.png

Check-in tab

In the Check-in tab, you can view your objectives that need to be updated as well as your reports' objectives that need to be updated.

Check In 2.png

Company tab

In the Company tab, you can view all of your company-wide goals and the child goals (objectives) that feed into those goals. 

When you open the Company tab, all company-wide goals are shown, along with a bar showing the progress levels for child goals feeding into those goals. Green indicates goals that are on-track to completion; yellow indicates goals that need attention; and red indicates goals that are at risk of not being completed. So in the following screenshot, for the company goal "Secure amazing customer value to assure long-term growth," of the 15 child objectives, we can see that roughly 47% are in a green state, 33% are yellow, and 20% are red.
 

Goals Layout 6.png 

As with the Personal tab, you can break down company goals by time period by selecting the desired time period in the menu at the top of the window.

If you click on View Tree on a goal in the Company tab, a "tree" view for the goal opens. A numeral indicating the number of child objectives appears below the goal; if you click the numeral, all child objectives appear. Any child objectives with children of their own also include clickable numerals. In this way, you can drill down to see all objectives and how they feed upwards into your primary goals as a company. For example, in the following screenshot, the "Customer Growth: Make our customers wildly successful" objective feeds into the "Customer and Revenue Growth & Retention" objective, which feeds into the primary company goal, "Secure amazing customer value to assure long-term growth."

Goals Layout 5.png

Similar to the Personal tab, colored circles represent the metrics for each goal in the tree view. Green indicates progress between 70% and 100%, yellow indicates progress between 40% and 69%, and red indicates any progress below 40%. 

If you click a goal while in the tree view, a sidebar opens that gives more detail about the goal with an option to open the goal details page.

Search tab

In the Search tab, you can quickly locate any goal in your instance and see information about it. You can search by goal, by person, or by team. All users can see information for any goal in their instance regardless of security role or ownership status. If you are the goal owner, have a default security role of "Admin," or have a custom role with the "Manage all goals" grant enabled, you can also take actions on goals, such as setting the status and deadline, creating parent and child goals, etc. For more information, see ???. 

The Search tab includes three subtabs that allow you to search for different things—GoalsPeople, and Teams

  • In the Goals subtab of the Search page, you can search for a particular goal by keyword or owner name. Similar to the Personal and Teams tabs, the status of the goal is shown using a different icon (On Track.pngNeeds Attention.png, or At Risk.png), and green, yellow, or red colored circles indicate the status of the metrics for the goal. If you click on a goal, a sidebar appears to give you more details. 

    Goals Layout 4.png
     
  • In the People subtab, you can search for a particular person in your instance. Once you have located the person you want, you can click on that person to open an Owner Profile page that provides information about the person's goals, including the amount of time since they last updated their goals, their overall status of accomplishing their goals, and their average metrics progress. The goals themselves are also shown. You can click on a goal to open its page, where you can take actions on the goal as long as you have the necessary permissions.

    Goals Layout 1.png
     
  • In the Teams subtab, you can search for a particular team (group) in your instance. Once you have located the team you want, you can click on that person to open a page that provides information about the goals for this team, including the amount of time since they last updated their goals, the team's overall status of accomplishing the goals, and the average metrics progress. The goals themselves are also shown. You can click on a goal to open its sidebar, where you can take actions on the goal as long as you have the necessary permissions.

Goals Layout 2.png

You can use the following table to learn more about Goal components:

Component

Description

Owner or Admin Permissions Required to Use?

Goal status buttons

Let you assign a status to this goal. The selected status is applied to the summary bar for the goal when it is viewed in the PersonalTeams, or Company tab using a different icon (On Track.png for "On Track,"  Needs Attention.png for "Needs Attention,", or At Risk.png for "At Risk.")

Yes

Owner field

Lets you select a new user or team as the owner of this goal.

Yes

Deadline

Lets you choose the date you want to achieve this goal by.

Yes

Ratings button

Lets you rate this goal with a thumbs-up or thumbs-down. 

No

Buzz conversation button

Lets you open and participate in the Buzz conversation around this goal. For more information about using Buzz, see Chatting in Buzz

No

New metrics button

Lets you add metrics to this goal. You can either create the metrics manually or link an existing Card. For more information about creating metrics, see ???. 

If this goal has existing metrics, they are shown above the METRICS button. You can click on a metric to open it for editing. Note that you must have owner or Admin permissions to edit metrics.   

No

New parent goal button

Lets you select an existing goal to set as the parent goal for this goal. You can click on a parent goal to open it in its own sidebar. 

No

New child objective button

Lets you create a new goal or locate an existing goal and link it to this goal as a child objective. You can click on a child objective to open it in its own sidebar.

Yes

View Report button

Opens a new sidebar for this goal that includes summary information such as overall status, status for individual goals, progress levels for metrics, and the percentage of goals powered by data. 

No

View in Tree button

Shows this goal in a drillable tree view, allowing you to see relationships between this goal and its parent and child goals in a single view.  

No

View Lineage button

Shows the lineage from this goal to its parent goal and upwards until the highest-level goal in the lineage is reached.  

No

Make This a Company Goal button

Sets this goal as a company goal. It will then appear in your Company tab. For more information about this tab, see ???.

Yes

Share Goal

Generates a URL you can send to others in your organization so they can jump right to this goal in their Domo instance. 

No

Copy to Another Time Period

Copies this goal to another time period so users can continue taking action on the goal when that time period is reached. For instance, you may have a goal added to Quarter 1 that you want to keep working on in Quarter 2. With this option, you can easily copy the goal over to the new quarter so your workflow is not interrupted. 

Yes

Mark as Complete

Marks this goal as complete. When you choose this option, you are prompted to evaluate your overall performance on a slider. You may also choose to enter self-assessment notes about your performance. The goal status and self-assessment notes are then added to the goal sidebar so you can review them at any time. 

Yes

Delete Goal

Deletes this goal from Domo.

Yes