Company Goals and Team Goals are created the same way, from the team the goal belongs to.
Create a goal
Go to My Teams and select the team.
Go to Overview.
Click Create Goal.
Fill in the information
Title: give the goal a clear name.
Description: explain the purpose of the goal, so the team understands why it matters.
Report interval: choose how often the goal is measured: weekly, monthly or quarterly.
Start date and end date: choose when the goal starts and ends. Most goals have a 12-month time horizon.
Unit: choose the unit the goal is measured in, for example percent or number.
Start value and end value: enter where the goal starts and where you want it to end up.
More options
Click More options to set the following:
Preferred outcome: choose High is preferred or Low is preferred, depending on whether the goal should move toward a high or a low value.
Adjusted y-axis (optional): adjust the y-axis to change how the goal curve is displayed.
Historic reference goal (optional): add data from the previous period to compare against.
Detailed table: adjust the goal value for individual periods manually.
Actuals: when a new week, month or quarter starts, fill in the outcome for the previous period.
Alignment: click Add goal alignment and then + Add to connect the goal to another goal it supports, for example a Team Goal that supports a Company Goal.
