Company Goals
Set your company's goals and milestones in Horizon — yearly, quarterly and stretch goals with measurables, sub-goals, and the milestones that track progress toward them.
Goals record what your company is working toward, and milestones break that work into dated steps that the Navigator, your dashboard and your agents can report on.
The Goals page
Open Company > Goals. The page is titled Goals & Milestones and has two tabs, Goals and Milestones.
The Goals tab groups goals under Yearly Goals, Quarterly Goals and Stretch Goals. Each goal card shows its title, status, owner, description, a progress bar for each measurable, and how many milestones and sub-goals it has. Select the title to expand the card: it lists the goal’s Sub-Goals, Milestones and the Boards linked to it.
Creating a goal
- Select New Goal.
- Enter a Title. It is the only required field.
- Add a Description.
- Choose a Type: Yearly (the default), Quarterly or Stretch.
- Choose an Owner Type: Company (the default), Department or Individual. For a department or an individual, pick the Owner.
- Set the Status. A new goal starts as Active.
- Optionally pick a Parent Goal, so the new goal shows as a sub-goal of it.
- Optionally add Measurables with + Add Measurable.
- Select Save Goal.
Statuses
| Status | Stored as |
|---|---|
| Draft | draft |
| Active | active |
| On Track | on_track |
| At Risk | at_risk |
| Off Track | off_track |
| Complete | complete |
| Cancelled | cancelled |
You set the status yourself. Horizon does not change it when a measurable reaches its target.
Measurables
A measurable has a Metric, a Target, a Current value and a Unit. The goal card shows a progress bar of current against target, up to 100%. Update the Current value by editing the goal.
Sub-goals
A goal with a Parent Goal appears under Sub-Goals on its parent’s card, and also in its own type’s group. Use this to hang quarterly goals off a yearly one.
Milestones
A milestone is a dated piece of work, usually linked to a goal. Select New Milestone and fill in:
- Title (required) and Description
- Quarter: Q1 to Q4
- Department
- Status: Not Started (the default), Active, On Track, At Risk, Off Track, Complete or Cancelled
- Linked Goal
- Due Date
- Measurable Outcome
- Subtasks, each with a checkbox
When you edit a milestone you can also set Percent Complete. A milestone is complete when you set its status to Complete.
The Milestones tab lists every milestone and filters by quarter and by department.
Editing and deleting
Each goal card has Edit and Delete. Deleting a goal is permanent; its milestones stay, unlinked from it. To stop tracking a goal without deleting it, set its status to Cancelled.
Anyone in your organization who can use the Company module can create, edit and delete goals and milestones.
Where goals and milestones are used
- Altitude checks. Each altitude check the Navigator generates reports Goals On Track %: of your goals that are Active, On Track, At Risk or Off Track, the share that are Active or On Track. Below 70% it recommends a goal review. Goals marked Complete are listed as wins, and the check also reports how many milestones are complete.
- Dashboard. The Milestone Progress panel on the dashboard shows your open milestones with their progress and due dates.
- Agents. An agent whose instructions include an Active Milestones section is given up to 20 of your Active, On Track and At Risk milestones, filtered to its department.
- Boards. A board can be linked to a goal. See Boards.