A goal is a thread that ties teams together, whether it’s marketing, finance, HR or the company’s CEO – everyone wants to know how they’re moving their organization forward. That’s why we’re bringing Goals into Hive. Our brand new Goal app makes it easy to set, understand and track everyone’s priorities and progress – whether it’s a team, department or an individual.

If you’ve never set goals before or typically track them in a spreadsheet, this app is for you. And if your OKRs and KPIs live across multiple business tools, we can guarantee that Goals will make the tracking and execution of strategic plans 10x easier.

Goals is now available to everyone, in a free 90-day beta, which can be enabled in “My Apps” or by clicking here. To access Goals, navigate to your App Library, pinned to the left-hand side panel of your Hive window. From there, scroll down to “Premium Apps” and toggle on Goals.

Once you’ve turned on the Goals app in Hive, you can get started setting your team’s goals.

P.S. If you want to quickly access the Goals dashboard within Hive, “Pin” the App to your left-hand side panel. 

Set your goals, sit back, and relax

Let’s get started.

In Goals, you can set any goal you like. Our one requirement? Tell us how you’d like it to be measured.

You can track your progress based on:

• Completed actions
• Status of subgoals
• Numerical values

The first two will be updated automatically. For goals based on Numerical values, you can update them manually or connect to another performance tracking tool for updates in real time.

To set a Goal, click on the “Add Goal” button in the top left corner. From there, you’ll add in the basic details of your goal and your preferred measurement.

Goals can be assigned to individuals or multiple owners. They can be visible to everyone, shared with specific people or private to you. To set a timeline for a goal, select time ranges from a large menu of options. Your goals can have an end date (month, quarter, year or custom), can be set as recurring, or can even be ongoing (where a goal is active for an indefinite amount of time).

Goal Measurement

If you want to track your goal based on the completed actions, you’ll get an option to choose your Progress source: Projects or Selected Actions. From there, you’ll be able to select your projects/actions as well as the parent goal if applicable (in which case this new goal will be added as a sub-goal). If you opt for Selected Actions, you’ll see the checkbox to include subactions too.

Lastly, you can display your goal as a Progress Bar (shows the percentage of completion) or Current Value (shows the current number of completed actions).

If you’d like to track your progress manually instead, you can select Number under Goal measurement and then add your unit of measurement. Available options include Percentage, Currency, or your custom unit. Then you’ll get to enter Initial value, Current value and Goal value. You can also select your parent goal and choose the display type.

After creating your goal, simply click on it to view all details and add or edit things like description, subgoals, projects and more. Note: if your goal is tracked based on completed actions, incomplete actions will always show up at the top.

Automate goal tracking across multiple tools

If you use more than just one tool to operate your business and manage your teams’ work, your Goals can have more than one input. That’s why Goals is seamlessly updated with real time information from all of the apps used across your business.

Automating Goal Tracking

First, set your organization’s goals in Hive. Once the goal is set, connect it to any business tools where you track your company’s performance — think Salesforce, Quickbooks, Hubspot, Netsuite or Google Analytics. The information you choose will feed directly into your Goal and update seamlessly. Work with your organization to fine tune the information you think needs to be included from other sources in each goal.

This will also bring all of the data that you need into one clean dashboard, viewable by your entire team, drastically cutting down on the back and forth and inputting of data across sources.

Note: You will need to enable Hive Automate to bring any outside information into Hive — and we’re here to help you! Contact your account manager or email marketing@hive.com to get started with automated workflows.

Visualize your goals at any level

Now that you’ve set your goals to track the information you need, it’s time to ensure progress and priorities are logged along the way.

By default, all your goals — the ones you created and those that were shared with you — are displayed in a central dashboard. Depending on how you set up your goals, it will show their status, percentage achieved or a numerical value, along with information on goal ownership and timeline. If you click into a goal in your dashboard, you’ll get a pop-out that shows you the necessary details and updates for your goal.

If the goal and sub-goals are on track, you’ll see green labels and text. Completed sub-goals will have strike-through text. For off-track and at-risk goals, you’ll see yellow and red denotations.

 

Another feature of goals is the ability to visualize your organization’s priorities and goals in a goal tree.

To visualize your Goals in a goal tree — displaying all the levels of goals — use Chart View. It will bring all sub-goals into a color-coded chart, denoting status, risk, and more. You can zoom in and out to focus on different areas of your goals to better understand how you’re pacing.

Additionally, from the three “More” dots under Chart View, you can also mark a goal as completed or delete the goal entirely.

Adjust priorities as problem areas emerge

As your team works towards your goal and updates are made in real-time, you’ll be able to quickly identify the progress of the goal, as well as the sub-goals, and make pivots based on the trends you’re seeing.

Pivots could include:

• Changing the due date or status of a goal
• Changing the assignee of a goal
• Adding sub-goals
• Add a parent goal
• Changing the description of the goal
• And much more!

Teams will be able to collaborate together on each goal, and a full activity log will be available underneath each sub-goal.

As goals are completed and updated over time, the activity log will be updated and logged with specific dates and times of each change. This will ensure that team members are fully aware of any optimizations, initiatives or changes.