Goals Analytics provides Admins with organization-wide goals data and gives managers visibility into their downline's progress on goals.
Goals Analytics is available in BETA. Please contact your Customer Success Manager to enable Goals Analytics for your organization.
Goals Analytics is subject to change during the BETA period.
Goals Analytics provides Admins with organization-wide data on Goals; specifically, the number of goals associated with each employee and the current progress on every goal. Goals Analytics provides managers with this same information for their downline only.
Once Goals Analytics has been enabled for your organization, you will see the option to select Goals under Analytics in the left navigation menu.
Selecting Goals Analytics from the left navigation menu takes you to the following screen:
On this screen, you can click the Generate Report report to display a count of the number of each types of goals (e.g. organization, team, personal, and development goals) associated with every employee. This count includes the number of goals that employees own, contribute to, or follow. This count will appear on screen, and you can also export it to excel by clicking Export Results to Excel.
For Admins, Goals Analytics displays data for every Goals user in the organization. For managers, Goals Analytics displays data for their downline only. Admin users who have downline reports will be able to toggle between viewing results for their organization or for their downline via the top right corner of the screen.
Understanding the Excel Export
The Goals Analytics Excel Export includes two tabs: the Users tab and the Goals tab.
The Users tab within the Excel export includes a row for every employee who has access to Goals (regardless of whether they are associated with any goals yet). For each employee, you will see a count of the total number of Organizational, Team, Personal, and Development goals that they are associated with as either owners, contributors, or followers. At this time, the export does not indicate whether the employee is an owner, contributor, or follower of a goal. This tab also includes employee demographics.
The Goals tab includes every goal in Quantum Workplace in line with every employee who either owns, contributes to, or follows that goal. For each goal you are able to view the current overall progress on that goal and each of the goal tags associated with that goal. You can filter by goal tags in the spreadsheet to view a list of all goals with a particular tag.
The way that this tab is currently structured, any one goal may appear in this tab multiple times, because each goal will appear in line with every employee who is associated with that goal. Every unique goal in Quantum Workplace has its own Goal ID, which is displayed in the Goal ID Column (Column G) of the Excel export.
You can use the filter functionality to customize the information that is included in your export.
- You can use the Filter By User field to enter in the names of specific employees you would like to include in the export.
- Filter by Create Date allows you to search for goals that were created within a certain date range.
- The Filter by User Attribute field allows you to search for all goes that belong to members of a certain demographic (e.g. a particular department).
- Check the box next to Include Completed Goals if you would like the export to include goals that have been closed.
- Check the box next to Show Deactivated Users if you would like the export to include goals associated with employees who are inactive (e.g. terminated employees).
Once you add in the filters you want to use, click Generate Export to generate a report for goals that meet that criteria.