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.

Permissions Required for Editing the Vision's Goals Page

For the Leadership Team, only Owners and Admins can edit the leadership team's Vision, Goals, and SWOT pages. Users with Manager or higher permissions can edit their team's Vision, Goals, and SWOT pages. 

How to Edit Your Goals Page

Users with Manager or higher permissions can edit their team's Goals sections. Here's how:

1. Click Vision from the left navigation.
2. Click the Goals tab.
3. Choose a team from the Team dropdown.
4. Click the pencil icon () at the top right of any section.
5. Write, create, or edit as needed.
6. 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:

1. Click Vision from the left navigation.
2. Click the Goals tab.
3. Choose a team from the Team dropdown.
4. Click Edit Layout to be able to drag and drop sections () to different locations or change the size of a section.
5. Click Save and Exit.