ClearInsights Prebuilt Liveboard: Goal Progress and Updates Overview

The Goal Progress and Updates Prebuilt liveboard provides insights into the progress of the company's goals and whether they are on track for accomplishment. By utilizing the Goal Progress and Updates liveboard, you can track goal progress, solicit feedback, assess goal alignment, support performance evaluation, make strategic decisions, and foster a culture of accountability and transparency in goal management. It provides valuable information for performance management, employee engagement, and strategic planning processes.

In this article:
Purpose
Metrics Available
Default Filters
Attributes Available
Additional Resources

Purpose

The Goal Progress and Updates Liveboard helps you understand how employee goals are progressing and whether they are on track for completion. By showing goal status, feedback activity, and progress across departments and supervisors, it supports timely check-ins and more effective coaching conversations. These insights encourage accountability, transparency, and consistent follow-through on goals. The liveboard also helps leaders identify where additional guidance or feedback may be needed to keep goals moving forward.

Key Questions this Liveboard can answer

1. How many active goals are on track, behind, or not yet started?
2. Which departments have the highest concentration of goals that are behind or at risk?
3. Where is feedback needed to support goal progress?
4. How does goal progress and feedback status vary by supervisor?

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Metrics Available

• Goal Status
• Department Goal Count
• Feedback Status
• Supervisor by Feedback Status
• Goals by Category

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Default Filters

Employee Status: Active

Attributes Available

Attribute	Origin	Description
Employee Name	System	This data point is populated from the user profile fields for First Name and Last Name.
Role	System	This data point is populated from the user profile field for Role.
Supervisor	System	This data point is populated from the user profile field for Supervisor.
Department	System	This data point is populated from the user profile field for the Department.
Office	System	This data point is populated from the user profile field for Office.
Goal Title	Goal	The title of the goal when creating the goal.
Goal Start Date	Goal	The start date set when creating a goal.
Goal Due Date	Goal	The due date set when creating a goal.
Created Date	Goal	The date a goal was created.
Goal Category	Goal	The category selected for a goal when it is created or edited. Performance Career Development Onboarding Self-Development
Goal Weight	Goal	The weight of the goal when creating the goal.
Unit Goal	Goal	The unit goal set when creating the goal.
Unit Progress	Goal	The self-reported progress of a goal prior to completion, submitted with a self-reported goal status.
Unit Description	Goal	A custom description of a goal unit, entered during goal creation to provide additional context.
Unit Type	Goal	The type of unit selected for a goal target, indicating whether a goal is measurable in dollars, an item count, or a percentage.
Feedback Status	Goal	Indicates the feedback status of the goal: Feedback Needed Up to date
Goal Status	Goal	The status of the goal: Completed Not Started Behind On Target
Goal ID	System	A system-generated unique identifier assigned to each goal. This ID is used internally to track and reference the goal within the system.
Unit Completion	Goal	This is a formula which produces a completion. The current formula is Goal Current Progress / Goal Current Target.
Goal Weight	Goal	The weight of the goal when creating the goal.
Employee Status	System	The current employment status of an employee. Active Terminated Deleted

Additional Resources

ClearInsights: Talent Acquisition Data & Attributes
ClearInsights: Talent Development Data & Attributes
ClearInsights Max Overview