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Workstation Docs

Goals

Goals turn a KPI Definition into an owned target. Each goal connects one measurement rule with an assignee, target value, and period.

Create a goal

Section titled “Create a goal”
  1. Open Performance → Goals.
  2. Click New Goal and select a KPI definition.
  3. Assign it to an individual user or a department/team.
  4. Enter the target and start and end dates.
  5. Save the goal.

Goal states include Not Started, In Progress, Achieved, Missed, and Rolled Over. Use the status and assignee filters to focus the list.

Understand progress

Section titled “Understand progress”

Open a goal to compare its current result with the target and review the achievement percentage. The detail can show the source records matched by the definition, which is the fastest way to investigate an unexpected total.

For currency-based KPIs, Workstation uses base-currency values so records in different currencies can contribute consistently.

Goal visibility follows workspace data visibility. A user may see their own goals, department goals, or all goals depending on their role and configuration.

Section titled “Related pages”