Goals: Adding Key Results

Modified on Fri, 6 Feb at 12:32 PM

Key Results can be added to Goals as an additional factor in tracking and breaking down goal completion. You can think of Key Results as Sub-Goals!

Steps to Add Key Results to Goals

From a Goal, click the dropdown arrow to the left of the title

Click + Add Key Result button

Enter Key Result Title
1. This is a short summary of the Key Result
Select a Due Date
1. This Month, This Quarter, This Year, or Custom Date
Set Weight to the Key Result on a scale from 1 to 10
1. Here you will decide how this key result will contribute to the completion of this specific goal
Description of the Key Result
Set the Progress Calculation
1. Percentage - is just simply 0-100% slider bar tracker.
2. Number - set a Target number and the Metric.
  This calculation is able to track numerically how close someone is to a target (ex. 25 out of 30 calls would update to 83%).
3. Binary – True or False. This is useful in tracking a goal where you have either completed the task or reached an achievement (will give full credit if completed and 0% credit for being incomplete)
  
  Save each Key Result by clicking the Save Button at the bottom of the window.