You can use goals to track your KPIs, OKRs or strategic initiatives. Goals are flexible and can be used for various scenarios.
If you are just getting started we recommend following our Getting Started guide to see how Tability works. If you're curious about the advanced options available for goals, then you're at the right place.
The frequency of updates for a goal is set at the page level. Read the page documenation to know more about update frequencies.
The following properties can be configured for a goal.
The target value a flexible field that will allow you to use Tability for different use cases. Tability uses the value in that field to do projection, and keeps the format to help users when they share updates.
The default value for the target field is set to 100%. You can keep it that way and estimate your percentage of progress yourself whenever you create a new update.
If you want to adopt the strict OKRs format, you can set the target to be 1. You will then score progress between 0 and 1 as it is often suggested for OKRs.
If you're tracking a specific metric, we highly recommend to use it for the target. Tability can automatically calculate the percentage of progress based on the actual value provided during the update.
Some examples or explicit targets could be:
You can use any of these targets, including the format. And you can also adjust the initial value when editing your goal.
You can also remove the target to simplify updates. This can be useful for initiatives where progress is hard to measure.
When a goal doesn't have any target, the updates are simplified and consist in a confidence statement (red/yellow/green status).