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How do I read a Goal
Open a Goal under Is it moving the business to read the four levels, see what to do next, and check the plan against where it is now.
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About this resource
This demo walks you through reading a Goal report step by step. Each Goal points a bundle of courses at one business number. The report shows four levels: L1 did they like it, L2 did they learn it, L3 are they using it, and L4 did it move the business number. You'll see summary tiles for business impact, targets met, completion, and confidence, plus a plain-language 'What to do next' section. The goal owner records business results each period. The Plan and forecast tab compares last year, the plan, current status, versus plan, and projected direction.
Questions this resource answers
- What are the four levels shown in a Goal report?
- L1 did they like it, L2 did they learn it, L3 are they using it, and L4 did it move the business number.
- Who fills in Level 4 business impact data?
- The goal owner clicks 'Record what happened' each period to enter the business result. Until they do, Level 4 shows 'Not tracked.'
- What does the Plan and forecast tab show?
- It shows last year, the plan, current status, performance versus plan, and where the number is heading, read left to right.
- What do the four summary tiles on a Goal report represent?
- The tiles show business impact, targets met, completion, and confidence.