Creating and Documenting Long-Term Goals
How to create, document, and track your team or company's long-term goals with the Vision tool.
-
Insights
-
Data
-
Rocks
-
To-Dos
-
Issues
-
Meetings
-
Headlines
-
Vision
-
Org Chart
-
1-on-1
-
Process
-
Directory
-
Knowledge Portal
-
OS Toolbox
-
Assessments
-
Partner Hub
-
Integrations and Beta
-
Account Options and Troubleshooting
-
Mobile
Table of Contents
The Vision tool's Goals page is available to all subscription levels. Every team has its own, customizable Goals page.
The Goals page offers a one-page look at your Compelling and Audacious Goals (CAGs), 3-year goals, 1-year goals, and 90-day goals. For the three sections below your CAGs, you can enter the following information:
- Future Date — The targeted due date to complete the goal(s).
- Revenue — Your gross revenue earned.
- Profit — Your net profit after expenses.
- KPIs — The key performance indicators you'll use to measure success.
- Goals — This area is different for each section; it lists specific mile markers or Rocks you aim to complete by a certain date.

How to Edit Your Goals Page
Users with Manager or higher permissions can edit their team's Goals sections. Here's how:
- Click
Vision from the left navigation.
- Click the Goals tab.
- Choose a team from the Team dropdown.
- Click the pencil icon (
) at the top right of any section.
- Write, create, or edit as needed.
- Click the checkmark at the top right of the section to save.
How to Rearrange the Goals Page
To change the layout of your team's Vision page:
- Click
Vision from the left navigation.
- Click the Goals tab.
- Choose a team from the Team dropdown.
- Click
Edit Layout to be able to drag and drop sections (
) to different locations or change the size of a section.
- Click
Save and Exit.