# Goals

## 🎯 Using Goals in Hivel

The **Goals** feature in Hivel helps you set clear targets, track progress, and assess performance at both the **organization** and **team** levels. Whether you're aligning teams around strategic objectives or tracking key performance metrics, Goals provides the visibility and accountability to stay on track.

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FDq4KgWMVM2Xddqep0Wi1%2Fimage.png?alt=media&#x26;token=fa1a23f9-9558-4764-a366-c6faa4f4fa71" alt=""><figcaption></figcaption></figure>

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### 📍 Where to Find Goals

You can access Goals Pro from the main navigation:

> **Overview → Goals (pro)**

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### 🏢 Creating an Organization-Level Goal

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2F8Oz4dMD6FJ98L0RxRphm%2Fimage.png?alt=media&#x26;token=4154de90-6d01-4428-8807-a081f06ae2b6" alt="" width="375"><figcaption></figcaption></figure>

1. Navigate to the **Goals (pro)** page.
2. Click **Set Goals**.
3. Select a **frequency**:
   * Monthly
   * Quarterly
4. Select the metrics you want to track by clicking on them.
5. Enter your **target value** for each metric.
   * The initial value will also be available for reference - the initial value of a metric is calculated by taking into account the time period of last completed quarter or last completed month, based on the frequency selected.
   * If industry benchmark data is available, it will appear here for comparison.
6. Click **Save & Continue**.

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### 👥 Creating a Team-Level Goal

Follow the same steps as above, with one addition:

* **Select the team** the goal applies to.

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### 📊 Viewing Progress

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FDq4KgWMVM2Xddqep0Wi1%2Fimage.png?alt=media&#x26;token=fa1a23f9-9558-4764-a366-c6faa4f4fa71" alt=""><figcaption></figcaption></figure>

The Goals dashboard displays real-time progress for each metric:

* **Metric Name**
* **Initial Value** (at the start of the goal)
* **Current Value**
* **Target Value**
* **Progress:**

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FkSbDWiqgV560ERveZK0t%2Fimage.png?alt=media&#x26;token=846ea27d-315b-4e3a-a0f1-cfce5a6e8ad7" alt="" width="330"><figcaption></figcaption></figure>

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### ✏️ Modifying Goals

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2F09nNcgwga8SU6s22Wy3l%2Fimage.png?alt=media&#x26;token=a0d64072-3fa1-4f17-9c90-1cd4ec034d90" alt="" width="563"><figcaption></figcaption></figure>

You can update ongoing goals:

1. Open the goal's dashboard.
2. Click **Modify Goal**.
3. Update existing metric values or add new metrics.

   > ⚠️ **Note:** You cannot change the goal’s duration.

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### 🗑️ Deleting Goals

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FaWO7qLOfWvKP682k1lW7%2FScreenshot%202025-09-03%20at%203.28.45%E2%80%AFPM.png?alt=media&#x26;token=f0362cac-f199-4fe2-8586-367b7a0bd5fd" alt="" width="161"><figcaption></figcaption></figure>

Only **ongoing goals** can be deleted:

1. Open the goal dashboard.
2. Click **Delete Goal**.
3. Confirm deletion when prompted:\
   \&#xNAN;*“The goal set will be completely deleted and cannot be retrieved. Are you sure you want to proceed?”*

> ⚠️ **Warning:** This action is permanent and will remove all associated metrics.

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### ⏳ View History of the past goals and performance

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FBwRJoYnghIYIJGjz2V4C%2Fimage.png?alt=media&#x26;token=01670234-5921-42cc-9f2c-7c3898233178" alt="" width="274"><figcaption></figcaption></figure>

Through this, you will be able to see what were the previous months/quarters goals and how much progress was made towards those goals.

<div><figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FrUjuaCQ2ECnroiCyaBfr%2F03%20-%20Visiting%20History%20State.png?alt=media&#x26;token=0a051195-91ac-4acd-be6d-8727e528dfdf" alt=""><figcaption></figcaption></figure> <figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FTgrr2oDBYMAGj2WnJIWx%2F04%20-%20Visiting%20History%20State.png?alt=media&#x26;token=b9467beb-0fe6-4a80-ab85-729dd1ab75d5" alt=""><figcaption></figcaption></figure></div>

To download the goals and their progress into an excel, you can do that through the [Download Reports section](https://docs.hivel.ai/using-hivel/cockpit/how-to-download-reports) under Settings.
