Program Insights: Goals

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by Albert Díaz
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What does it do?

Program Insights offers the ability to view analytics by Modules. In Goals module, the data is broken down by the number of Goals per user, percentages of visible and aligned goals, type of goals being created, and the percentage of people completing their goals. 

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How does it work?

When viewing the Goals Dashboard, you can filter your results by population. Click "Filters" to display the following options:

  • Group Selector
  • Group Name

filters_goals.png

 

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What does each filter do?

Group Selector: Using this pick-list menu allows you to select a preferred dimension (grouped) to display data.

The options are:

  • Department (Default)
  • Team
  • Group (Admin Generated Groups)

Note: All three options will appear to be available whether or not your org actively uses them.

After finishing your selection, click on the blue “Run” button at the top-right corner of the frame to update your dashboard.

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Group Name: This is a multi-select menu that allows you to specify which Departments, Teams, or Groups will be included in your charts.

Tip: By default, this menu will be blank. When you enter your cursor into the field, a drop-down menu will appear pre-populated with a list of suggested search terms. You can select one of the suggestions, or start typing to see a refined list. You can select up to 15 options to compare.

Tip: To reset your search, individually remove the search terms by clicking the "x."

After finishing your selection, click on the blue “Run” button at the top-right corner of the frame to update your dashboard.

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Drill Paths

Most chart elements, as well as metric displays, allow you to drill into a result set. These drill-downs allow you to view the actual data that comprise the aggregate metric that you drilled into from the dashboard level.

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Goal Count by User - Number of Goals by user drilled down to the following:

  • 0 Goals - red
  • 1-2 Goals - yellow
  • 3-5 Goals - green
  • 6+ Goals - dark yellow

When hovering circle image, the number of users in each category will display. Click to view the report.

Publicly Visible Goals -  The percentage of users who have public goals. Click Percentage to view the report.

Aligned Goals - The percentage of users how have aligned goals. click the Percentage to view the report.

What Kind of Goals are People Creating? Displayed as a bar graph, when hovering over each bar, it will display the number of active goals tagged with a given category. Click on a bar to view a list of individual goals that are tagged with that category. By default, this chart will show the goal categories with the most active goals attached to them, sorting in descending order. Active goals with multiple categories will be grouped together, as will active goals with no categories.

Are People Completing their Goals? Displayed as a bar graph, when hovering over each bar, it will display the percentage of user progress per department. Click the preferred percentage bar to view a list of active goals for each department. By default, this chart will show the departments with the most active goals, sorted in descending order. 

Tip: You can export the results of your drill by clicking on the “Download Results” button at the top right corner of the drill results modal. Next, you may select a file format that best suits your needs.

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