Objectives & Goal Builder
Objective and goal management tools to build and track what’s most important, quickly
Expert guidance
Videos tutorials, tips, examples and suggestions – helping you set objectives and goals in line with best practice.
Infinite flexibility
Measure anything, set any target, or have no target at all. Whatever you need to achieve and track, you can.
Effortless tracking
Connect your goals with powerful integrations and pull in data to automatically track progress and results.
Create strategic objectives
We make it super simple to build the core pillars of your strategy. We’ll show you examples, explain best practice and even help jazz them up. You’ll have a set of powerful, memorable strategic objectives before you know it.
Guidance and tutorials
Videos and advice to help you easily understand best practice.
Suggested objectives
Quickly get started and save time with objectives and ideas tailored to you.
Colours and graphics
Give each objective a visual identity your team will love and remember them.
Set any type of business goal
With our step-by-step goal setting software, you can create the specific targets to achieve your strategic objectives. WHATEVER you want to measure and track, we have the flexibility to support any goal in any format. Goals for any activity, any sector, any business, any strategy.
What is the target?
Flexible ways to set your targets. Whether you need things to increase or decrease, stay above or below, or just hit and achieve.
What are you measuring?
Track any unit at all from numbers to currency, percentages to purchases.
Over what time period?
Whether you need to hit your target once or every day, set the best timeframe you for.
Add milestones
Use our flexible milestone tool to easily add measurable markers towards any of your goals and aligned to the rhythm of your business – daily, weekly, monthly, quarterly, annually whatever you need.
Assign Owners
Give every goal a clear and accountable owner to ensure nothing falls through the gaps. We’ll automatically surface updates and reminders to keep them motivated and moving forward.
Align tasks
Whatever needs to happen to hit that target and achieve that goal, create tasks for it and firmly attach them to your goals. Now everyone knows what they’re aiming for and how to succeed.
Find out more about our Flexible Task Management
View progress
With our goal tracking tools you’ll have instant visibility of the latest updates for all targets. Save time and effort digging for data with progress reporting right where you need it, whenever you need it. From a top-level view of all goals, to detailed breakdowns for specific targets.
Clear graphs, automatically built
Easily understand progress against your plan at a glance with great graphs.
Goal progress in your dashboard
See progress of key goals alongside your most important results in your strategy dashboard.
Goal updates in automatic emails
Keep the whole team informed with important goal progress in their regular strategy emails.
Automatic tracking
Connect your goal to an external system and pull in data for automatic updates and effortless progress reporting. Or sync any goal with a KPI in Lucidity to have it instantly update as your KPI is tracked.
Find out more about Integrations
Plan and track projects and initiatives
Not every important activity to help achieve your core strategic objectives will be easily measurable with obvious targets and clear data. That’s why we created Initiatives. Capture and track the ongoing, supporting projects going on in your business that are crucial to the success of your strategy.
Give them a timeframe
Add a start date and an end date.
Assign an owner
Show who is accountable.
Add tasks
Track progress through task completion.
