Do you want to create an organization goal that automatically aggregates associated group goals? This step-by-step guide will walk through creating a new organization goal that automatically aggregates group goals to show progress.
Before you start: Have you created an Organization Goal Set yet? You'll need to create an Organization Goal Set before adding any organization goals.
Step 1: Select the Admin Settings link in the left-hand navigation. Select the Manage tab -- then select Goals under Measurement.
Step 2: The Performance Goals dashboard shows a list of any Team Member Goal Sets you have created -- either enabled or disabled.
Select any existing Goal Set to add a new organization goal.
Step 3: Select the +Add Goal button.
Step 4: Give the goal a title, optional summary, and optional due date. Make sure to click the radio button titled Automatically Aggregate Associated Goals under the Track Goal Progress By option. Then select the Group Goals radio button to automatically pull in all group goals that are connected to this organization goal.
That's it! You've now created an organization goal that automatically aggregates any associated group goals to determine progress!