Goals

Overview

The Goals Dashboard allows you to visualize progress toward objectives defined for specific Entities within your Organization. It provides both high-level summaries and detailed breakdowns of goal performance—whether achieved or not—across individual Entities, KPIs, and timeframes.

Benefits

• Track progress in real-time: Understand how your Entities are performing against set targets.

• Centralize organizational alignment: View company-wide and custom objectives in one place.

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• Support performance evaluation: Identify achievements and gaps across various KPIs.

Definitions

Goal

A Goal is a measurable objective assigned to one or more Entities within your Organization, aimed at reaching a target value for a specific KPI within a defined timeframe.

To create a goal, the following fields are required:

• Name – A label to easily identify it in dashboard filters.

• Type – Either:

  • Organization: Set by Headquarters and only editable by Organization Admins.

  • Custom: Can be created by any user with admin rights and assigned to relevant Entities.

• Timeframe – Start and end date defining the evaluation period.

• Source – Indicates the review sources considered for progress tracking (select All to include all review providers, including TrustYou Survey).

• KPI – The metric tracked. Supported KPIs include:

  • TrustYou Score (coming soon)

  • RPS (Reputation Performance Score)

  • Number of Reviews

  • Response Rate

  • Sentiment Score (by category)

• Entities – The Entities assigned to the goal, each with a specific Target value to reach.

Open Goal

A goal with an end date in the future. These are active goals where progress can still be made.

Closed Goal

A goal with an end date in the past. Once the goal is closed, performance values are no longer updated.

Target

A Target is the objective value for a specific entity assigned to a goal. Each entity has one of four possible target statuses:

• • On Target: The current KPI value is above the assigned target while the goal is still open.

  • Below Target: The current KPI value is below the assigned target while the goal is still open.

  • Achieved: The final KPI value exceeded the target when the goal ended.

  • Not Achieved: The final KPI value fell short of the target at the goal’s end date.

Key metrics

Open goals

Open Goals (multi-entity only)

Displays the number of goals with a future end date. The metric includes a count of Targets within goal, representing the number of Entities with an assigned target.

Target progress summary (single-entity only)

Shows the percentage split of goals in which the Entity is currently above or below target.

Target progress by KPI

Aggregates the number of Entities that are above or below target, grouped by KPI. A single KPI can represent multiple goals depending on the selected filters.

Progress by goals

Displays each goal’s attributes—Name, KPI, Source, Timeframe—and current progress of all assigned Entities.

Progress by entities (multi-entity only)

Similar to the view above, but from the perspective of a specific Entity across all its assigned goals.

Closed goals

Closed Goals (multi-entity only)

Shows the number of goals with a past end date. These values are static. The Targets within goal metric indicates how many Entities had defined targets when the goal ended.

Target progress summary (single-entity only)

Visualizes the percentage of goals that the Entity achieved or not.

Target achievement by KPI

Aggregates how many Entities achieved or did not achieve their target, grouped by KPI.

Achievement by goals (multi-entity only)

Displays attributes of each goal—Name, KPI, Source, Timeframe—and final status (Achieved/Not Achieved) for each assigned Entity.

Achievement by entities (multi-entity only)

Displays goal outcomes per Entity, showing which goals were achieved or not from each Entity’s perspective.

Additional metrics

Open goals

Progress by goal & segment (multi-entity only)

Displays the progress of Entities—grouped by segment—toward their targets for each goal. Includes goal attributes like Name, KPI, Source, and Timeframe.

Progress by segment & goal (multi-entity only)

Same as above, but grouped by segment first, then by goal.

Closed goals

Achievement by goal & segment (multi-entity only)

Shows the percentage of Entities within a selected segment that achieved their targets for each goal.

Progress by segment & goal (multi-entity only)

Same view as above, but grouped by segment first.