- Goals Page
 

A complete system for tracking performance, productivity & achievements
 

- What is the Goals Page?
 

The Goals Page is a central performance management dashboard designed to help organizations define, monitor, and measure success—both at the organizational level and at the level of the individual employee.
 

It transforms daily operations—such as creating clients, projects, orders, or completing tasks—into measurable progress towards clear objectives.
 

Instead of guessing performance, the Goals Page provides real-time visibility into who is achieving what, when, and how efficiently.
 

- Why the Goals Page Exists
 

In most organizations:
 

• Work is continuously performed

• Effort is not always visible

• Success is often measured too late
   

The Goals Page exists to solve this by:
 

• Turning daily activity into measurable results

• Aligning employee actions with business objectives

• Creating transparency and accountability

• Motivating teams through visible progress
   

It bridges the gap between work done and results achieved.
 

- Comprehensive Organizational Performance Snapshot
 

At the top of the Goals Page, the system displays high-level performance cards that answer one simple question:
 

“How is the organization performing today and overall?”

- Metric Cards (Quick Info)
 

Each metric card displays:
 

• Today's achievement (large, prominent number)

• Total historical count

• Trend direction (daily & weekly)

• Mini line graph for quick visual context
   

Tracked Metrics:
 

• New Clients

• Projects

• Client Relations

• Orders
   

These cards provide immediate clarity without needing to open reports or tables.
 

⏱ Real-Time Goal Intelligence (No Manual Updates)
 

The Goals Page is powered by automatic goal logging.
 

Every time an action occurs elsewhere in the system:
 

• A new client is created

• A project is added

• An order is generated

• A task is completed
   

A goal record is instantly logged, ensuring:
 

• Zero manual reporting

• No missed achievements

• Always up-to-date statistics
   

This makes the Goals Page reliable by design.
 

- Goals by Employee: Performance Where It Matters
 

The Goals by Employee table is the core of the system.
 

Here, performance becomes:
 

• Personal

• Transparent

• Actionable
   

Each row represents a specific employee goal, clearly showing:
 

• Who owns the goal

• What type of goal it is

• How much has been achieved

• How close they are to completion
   

  - Progress That Speaks Visually
   

  Each goal displays:
   

• Achieved vs. Target numbers

• Progress bar

• Completion percentage

• Color-coded feedback
   

• Visual Logic:
   

•  Red: Goal not yet achieved

•  Green: Goal achieved or surpassed
   

• Progress is capped at 100%, ensuring clean visualization even when goals are surpassed.
   

  - Goal Management Made Simple
   

  The Add / Edit Goal popup is designed for clarity and speed.
   

  Goal definition includes:
   

• Selecting a goal type

• Assigning a team member

• Target number

• Application time (Daily / Weekly / Monthly)

• Optional custom date and time window
  
  The system handles all calculations automatically—no user-side formulas needed.
   

  - Deep System Integration
   

  The Goals Page does not operate in isolation.
   

  It is tightly linked with:
   

• Client creation

• Project management

• Order/invoice generation

• Task completion

• Dashboard widgets

• Performance reports
  
  Every relevant action across the system feeds directly into goal tracking, making goals a living metric, not a static target.
  
   

  - Security and Access Control
   

• Access is controlled by program and role permissions

• Only authorized users can view or manage goals

• Team members only appear if they are active

• All data is restricted to the organization
  
  This ensures that performance data remains accurate and protected.
   

  - Final Perspective
   

  The Goals Page is not just a list of objectives.
   

  It is a:
   

• Performance compass

• Motivation engine

• Managerial visibility tool

• Real-time KPI system
  
  
  By converting daily actions into measurable progress, the Goals Page helps organizations align effort with results—and turn work into achievement.