- Goals Page
 

Complete Performance, Productivity & Achievement Tracking System
 

- 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 individual employee level.
 

It transforms everyday actions—such as creating customers, projects, orders, or completing missions—into measurable progress toward clear goals.
 

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 happens continuously

• Effort is not always visible

• Success is often measured too late
   

The Goals Page exists to solve this by:
 

• Turning daily activity into measurable outcomes

• 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.
 

- Organization-Wide Performance Snapshot
 

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

“How is the organization performing today and overall?”

- Metric Cards (At-a-Glance Intelligence)
 

Each metric card displays:
 

• Today’s achievement (large, bold number)

• Total historical count

• Trend direction (daily & weekly)

• Mini line graph for quick visual context
   

Metrics Tracked:
 

• New Clients

• Projects

• Customer Relationships

• Orders
   

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

⏱ Real-Time Goal Intelligence (Not Manual Updates)
 

The Goals Page is powered by automatic goal logging.
 

Whenever an action happens elsewhere in the system:
 

• New client created

• Project added

• Order generated

• Mission completed
   

A goal log entry is recorded instantly, ensuring:
 

• Zero manual reporting

• No missed achievements

• Always up-to-date statistics
   

This makes the Goals Page trustworthy by design.
 

- Goals by Employee: Performance Where It Matters
 

The Goals by Employee table is the heart 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
   

  Every goal displays:
   

• Achieved vs Target numbers

• Progress bar

• Percentage completion

• Color feedback
   

• Visual Logic:
   

•  Red: Goal not yet achieved

•  Green: Goal achieved or exceeded
   

• Progress is capped at 100%, ensuring clean visuals even when goals are exceeded.
   

  - Goal Management Made Simple
   

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

  Goal Setup Includes:
   

• Goal type selection

• Team member assignment

• Target number

• Application time (daily / weekly / monthly)

• Optional custom date & time window
  
  The system handles all calculations automatically—no formulas required from the user.
   

  - Deep System Integration
   

  The Goals Page does not work in isolation.
   

  It is tightly connected with:
   

• Customer creation

• Project management

• Order/invoice generation

• Mission 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 & Access Control
   

• Access is controlled by plan and role permissions

• Only authorized users can view or manage goals

• Team members only appear if active

• All data is scoped to the organization
  
  This ensures performance data stays accurate and protected.
   

  - Final Perspective
   

  The Goals Page is not just a goal list.
   

  It is:
   

• A performance compass

• A motivation engine

• A management visibility tool

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