---
title: Goals
description: Learn how to align your people and team around shared company goals and drive measurable results.
---

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# Goals

## Learn how to align your people and team around shared company goals and drive measurable results.

---

Big priorities deserve more than a spreadsheet. Goals give your team a place to set targets, track progress, and check how everyone's work connects to the bigger picture.

<iframe src="https://player.vimeo.com/video/1183917364?h=e192a04956&amp;app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" title="Goals Overview" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: initial;"></iframe>

👉 Before you start: 

- The goals feature is available as part of Trainual's operations suite, which includes three other powerful tools. [**↗ Learn how to unlock all four here**](https://trainual.com/operations-suite).

🗂️ **Table of contents:** Skip around to just the parts you need with these links.

- [**Goals overview**](https://help.trainual.com/en/goals#overview).
- [**Build a new goal**](https://help.trainual.com/en/goals#build-new-goal). 
    - [**Step 1: Set up goal basics**](https://help.trainual.com/en/goals#step-1-basic-goal-info).
    - [**Step 2: Choose how your goal will be measured**](https://help.trainual.com/en/goals#step-2-goal-measurements).
    - [**Step 3: Decide how goal progress will be measured**](https://help.trainual.com/en/goals#step-3-goal-progress-measurement). 
          - [**Target goals**](https://help.trainual.com/en/goals#measuring-target-goals). 
          - [**Maintaince goals**](https://help.trainual.com/en/goals#measuring-maintaince-goals).
    - [**Step 4: Provide goal details and set visibility**](https://help.trainual.com/en/goals#step-4-description-and-visibility).
    - [**Step 5: Publish your new goal**](https://help.trainual.com/en/goals#step-5-publish). 
- [**Manage your existing goals**](https://help.trainual.com/en/goals#manage-existing). 
    - [**Log progress on a goal**](https://help.trainual.com/en/goals#log-progress).
    - [**Edit logged progress on a goal**](https://help.trainual.com/en/goals#edit-logged-progress).
    - [**Edit goal details or archive a goal**](https://help.trainual.com/en/goals#edit-or-archive).
    - [**Permanently delete a goal**](https://help.trainual.com/en/goals#delete).
- [**Check and comment on a goal**](https://help.trainual.com/en/goals#check-and-comment). 
    - [**See an example of a built out goal (as a viewer or owner)**](https://help.trainual.com/en/goals#view-a-goal).
    - [**What will everyone see and be able to do?**](https://help.trainual.com/en/goals#all-permissions-viewing)
    - [**What will only owners be able to see and do?**](https://help.trainual.com/en/goals#owner-only-view)
- **[Filter the view of your goals](https://help.trainual.com/en/goals#filter-the-view)**.
- [**Tips and additional resources for goals**](https://help.trainual.com/en/goals#tips-and-resources).
- [**FAQs**](https://help.trainual.com/en/goals#FAQs).
- [**Learn more about Trainual**](https://help.trainual.com/en/goals#learn-more-about-Trainual).

---

### Goals overview: 

What gets measured gets done. Goals give your team a shared view of what's being worked toward, how it's measured, and where progress stands right now.

🏅 *The highlights? Goals help you...*

- 🎯 Create **strategic company focus** and guide **decision-making with metrics**.
- 🤝 Align people and teams around **actionable** **shared outcomes**.
- 🏁 Push **critical initiatives** across the finish line.

With goals, everyone knows what they're aiming for and has the hard data to prove they're getting there. Keep scrolling to learn how to build your first goal. 👇

![](https://media2.giphy.com/media/v1.Y2lkPTc5MGI3NjExbmdiZmJhdm95eHloeWM0amlodDRmamtkZDNreXQ1ZXdmNXZ3eGJzMyZlcD12MV9pbnRlcm5hbF9naWZfYnlfaWQmY3Q9Zw/xUPGcjQ6dJEjH5uwMw/giphy.gif)

---

### Build a new goal: 

**Five steps** and your first goal is live! Let's walk through creating one together. 🤝

**🔹 Step 1** → To begin, you'll need to set up some goal basics.

1. **Expand **"**Operations**" from the left-hand navigation menu.
2. Choose "**Goals**."
3. Hit the "**Create goal**" **button**. 
4. **Fill out the basics**.  
     - **Title**. Give your goal a concise name that defines an outcome.
     - **Description**. Summarize your goal. 
           - Consider including:
           - The company outcome you want to achieve.
           - Any important context or background about this goal.
           - What success should look like by the due date.
     - **Due date**. Pick the date this goal should be completed by. 
     - **Owner**. Choose a single owner. (This defaults to the goal creator; note that [**groups**](https://help.trainual.com/en/articles/8190371-groups?hsLang=en) are *not* supported in the owner field.)
     - **Sub-goal** (optional). Connect this goal with an additional objective, allowing you to track how it contributes to another goal outcome.

**🔹 Step 2** → Choose how your goal will be measured.

To create a strong goal, you need to answer one question: **How will we know if we're successful?** 🤔 That's where choosing the **goal type**comes in. 

| **🧾 Type** | **🥅 Ideas for when you'd use it** |
| --- | --- |
| **![Screenshot 2026-05-01 at 11.36.02 AM](https://help.trainual.com/hs-fs/hubfs/Screenshot%202026-05-01%20at%2011.36.02%20AM.png?width=296&height=65&name=Screenshot%202026-05-01%20at%2011.36.02%20AM.png) Set and reach a target goal** **\>\>** When success means achieving a specific numeric value. This tracking type is commonly used for growth or reduction goals. | 💡 *Examples:* 1. I want to increase my revenue by $X. 2. I want to decrease churn by X%. 3. I want to increase my customer base by X number of people.  |
| **![Screenshot 2026-05-01 at 11.36.41 AM](https://help.trainual.com/hs-fs/hubfs/Screenshot%202026-05-01%20at%2011.36.41%20AM.png?width=296&height=62&name=Screenshot%202026-05-01%20at%2011.36.41%20AM.png) Maintain a goal within a set range \>\>** When success is defined by keeping a metric at a minimum, maximum, or within a specified value range. This tracking type is useful when success depends on stability. | 💡 *Examples:* 1. I want to keep my customer churn between X% and X%. 2. I want to keep my monthly expenses below $X. 3. I want to keep certain inventory levels above X units. |

**🔹 Step 3** → Decide how goal progress will be measured.

**🎯 For target goals:**

1. **Select how progress should be calculated** for your target goal.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-08-2026-10-27-14-6952-PM.png?width=628&height=112&name=image-png-Apr-08-2026-10-27-14-6952-PM.png)
   
     - **Cumulative:** Use when progress should build over time as new results are added, like with revenue over a quarter or total sales over time.
     - **Trend:** Use when progress reflects the current value of the metric instead of a running total, like with churn rate or customer satisfaction.
2. **Set your goal's values**. 
     - The **unit** of measurement.  
           - Count (#).
           - Currency ($).
           - Percent (%).
     - The **starting value** number. Define your baseline so progress is measured accurately from where you began, not from zero by default.
     - The **target value** number. Set the goalpost for success so you can track how close you are to achieving your desired outcome.

**🧰 For maintaince goals:**

1. **Select how progress should be calculated** for your maintaince goal.
   
   ![](https://help.trainual.com/hs-fs/hubfs/image-png-May-01-2026-06-55-05-4003-PM.png?width=588&height=53&name=image-png-May-01-2026-06-55-05-4003-PM.png) 
     - **Stay below**. Use this when success means keeping a metric under a specific threshold, helping you avoid exceeding a limit.
     - **Stay between**. Best for when success means maintaining a metric within an ideal range, ensuring it doesn’t go too high or too low.
     - **Stay above**. For when success means keeping a metric above a minimum threshold, so performance doesn’t drop below expectations.
2. **Set your goal's values**.  
     - The **unit** of measurement.  
           - Count (#).
           - Currency ($).
           - Percent (%).
     - The **ceiling and/or** **floor** numbers. Define the upper and/or lower boundaries for your goal, so you can clearly track whether your metric stays within the acceptable ranges.

**🔹 Step 4** → Provide goal details and set visibility.

1. **Decide which people and [groups](https://help.trainual.com/en/articles/8190371-groups?hsLang=en) **can see and track this goal. 
     - Hit the "**Share**" **button** under the "**Visibility**" **section**. 
       
       ![Screenshot 2026-05-01 at 12.34.33 PM](https://help.trainual.com/hs-fs/hubfs/Screenshot%202026-05-01%20at%2012.34.33%20PM.png?width=198&height=193&name=Screenshot%202026-05-01%20at%2012.34.33%20PM.png)

1. - **Add specific users or groups** via the search bar for those who should be able to view and comment on this goal, **or add the** "**Everyone**" **group** for view-only access at a company-wide level .
       
       ![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-08-2026-10-34-31-7645-PM.png?width=474&height=380&name=image-png-Apr-08-2026-10-34-31-7645-PM.png)

1. - **Click the** "**Add**" **button** to apply your choices. 

**🔹 Step 5** → Publish your new goal. 

**Hit the** "**Create goal**" **button** to launch your newly minted goal! 🚀

---

### Manage your existing goals: 

Keep your goals current! Here's how to log progress, make changes, and clean up.

| 📈 **Log progress on a goal** 1. **Click the title of a goal** to open the detailed goal view. 2. **Find the record bar** at the bottom of your progress chart. 3. **Enter the new value** to log textbox. 4. **Select the date** that matches this data entry. 5. Hit the "**Record**" **button**. ![Screenshot 2026-05-01 at 12.12.12 PM](https://help.trainual.com/hs-fs/hubfs/Screenshot%202026-05-01%20at%2012.12.12%20PM.png?width=588&height=56&name=Screenshot%202026-05-01%20at%2012.12.12%20PM.png) |
| --- |

| ✏️ **Edit logged progress on a goal** 1. **Click the title of a goal** to open the detailed goal view. 2. **Select any data point** on the progress chart. 3. **Take an action on this entry**:  - **Change the numerical value** and hit the "**Save**" **button** to apply it.  - Use the "**Delete**" **button** **to remove** this entry.  - **Make no changes** by clicking the "Cancel" button.  ![Screen Capture on 2026-04-12 at 14-57-18.gif](https://cdn-std.droplr.net/files/acc_55744/GCpSXY) |
| --- |

| 🖌️ **Edit goal details or archive a goal** - **Click the three-dot menu** (**⋮**)next to any goal to... - **Edit**. Change the title, description, due date, owner, sub-goal, goal type, and progress calculations, or visibility. - **Archive**. Remove your goal from active viewing, while preserving its historical data, by archiving it. Any archived goals will be listed under the "Archived" status [**filter**](https://help.trainual.com/en/goals#filter-the-view). ![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-09-2026-12-07-42-6592-AM.png?width=130&height=160&name=image-png-Apr-09-2026-12-07-42-6592-AM.png) |
| --- |

| ❌ **Permanently delete a goal** 1. **Click the three-dot menu** (**⋮**) next to any goal and **select** "**Edit**." 2. **Hit** "**Delete goal**" at the bottom left of the pop-up window. ![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-09-2026-12-05-14-4647-AM.png?width=155&height=69&name=image-png-Apr-09-2026-12-05-14-4647-AM.png) 📝 **Please note:** Once deleted, a goal and its historical data *cannot* be recovered. Consider [**archiving**](https://help.trainual.com/en/goals#edit-or-archive) instead to keep records of your past goals. |
| --- |

---

### Check and comment on a goal: 

Once a goal is created, both goal owners and viewers can check in on progress, review activity, and leave comments in the detailed goal view.

**📖 View a goal** (as a viewer or owner)

**Click the title of a goal** to open the detailed goal view.

👀 *What will **everyone** see and be able to do?

![Screen Capture on 2026-04-10 at 15-34-49.gif](https://cdn-std.droplr.net/files/acc_55744/goRT6F)*

- **Current progress**. Where the metric for this goal stands right now.
- **Goal definition**. The goal metric you're aiming to reach (or stay within).
- **Last entry**. The month and date of the last recorded goal activity.
- **Progress chart**. A visual timeline of recorded goal progress with color-coded status indicators that indicate: Not started, off track, at risk, on track, and done.
- **Visibility**. Who has access to this goal (both the owner and watchers).
- **Sub-goals**. Any goals connected to this one. 
- **Comments and activity**. A shared space to leave or review comments, check for status changes, and overall, stay aligned on how the goal is progressing. 
    - *Everyone can filter or search comments and activity by:* 
          - **View**: Filter all activity, comments only, or goal activity only.
          - **Date**: Filter results to this week, past month, past year, or all.
          - **Search**: Click the search icon → use keywords to locate specific comments or goal activity.

👁️ *What will **only owners** be able to see and do?

![](https://help.trainual.com/hs-fs/hubfs/image-png-Apr-10-2026-10-38-29-2538-PM.png?width=502&height=159&name=image-png-Apr-10-2026-10-38-29-2538-PM.png)*

- **Record progress**. Goal owners can log new values to existing goals at the bottom of the progress chart. Check out [**step-by-steps here**](https://help.trainual.com/en/goals#log-progress). 

---

### Filter the view of your goals: 

Use these filters at the top of your goals landing page to quickly find and organize goals.

**🔎 Owner**

| "All" to display every goal you have visibility into. |
| --- |
| "Me" to show goals you directly own or are assigned to. |

**🟡 Status types**

| Active. | Not started. | On track.  | Off track. |
| --- | --- | --- | --- |
| At risk. | Done. | Archived. |   |

**👥 People & groups**

Filter goals by specific people or [**groups**](https://help.trainual.com/en/articles/8190371-groups?hsLang=en) that have visibility into them.

---

### Tips and additional resources for goals: 

**🎁 Bonus learning**

Explore these extra materials to expand your understanding of how to set goals.

- 👨‍🏫 ****On-demand learning: **[Operations suite basics — super quick workshop](https://vimeo.com/1197854416?fl=pl&fe=sh)******.
- ♟️ ****Strategy guide:**** [****How to roll out the operations suite****](https://share.trainual.com/subject/88465318-8157-43d9-b251-1f5c3ddf42ff).
- 🔔 ****Webinar invite:**** [****Redefining how teams operate****](https://trainual.zoom.us/webinar/register/WN_gYkGTKQfQASOGg1qyXyIbA#/registration).

---

### FAQs:

***Should I use goals for my personal career growth or development goals?***  
The goals tool was built for company goal-setting. Things like company objectives, team targets, and individual goals that ladder up to operational priorities and targets. We suggest touching base with your manager to brainstorm how to best tackle personal growth together. 🌱

***Are goals available on the [Trainual mobile app](https://help.trainual.com/en/trainual-mobile-app-for-iphone-android?hsLang=en)?***  
Not yet. But this is on our roadmap. Stay tuned! 🛣️

***How can I submit my feedback and ideas about features?***  
If you'd like to share your thoughts about the operations suite or think of something else you'd like to see added in the future, send us your **[feature requests and ideas](https://help.trainual.com/en/articles/4113422-how-do-i-request-a-feature?hsLang=en)**.

---

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