People & Productivity • Module glossary
This glossary explains common words and fields you’ll see when using Goals Tracker in XFatora.
Also known as: Goals
What it is: An action plan is the list of steps to improve performance toward the goal.
When you use it: Use it when progress stalls or when a goal needs coordination across teams.
Example: Action plan: add one support agent, update templates, improve knowledge base.
Common fields (and what they mean):
Related terms: Advanced Projects, Owner
What it is: At risk means the goal is unlikely to be achieved without changes.
When you use it: Use risk status to trigger early action, not late excuses.
Example: Goal is at risk because progress is 20% with 80% of the time passed.
Common fields (and what they mean):
Related terms: Progress, Workload Planner
What it is: Baseline is the current value before improvement begins.
When you use it: Use it to measure true progress and compare before/after.
Example: Baseline response time is 6 hours before improvement initiatives.
Common fields (and what they mean):
Related terms: KPI, Progress
What it is: A dashboard is a visual view of progress and metrics for quick decisions.
When you use it: Use dashboards to keep teams aligned and reduce manual reporting work.
Example: Operations dashboard shows on-time delivery and inventory accuracy trends.
Common fields (and what they mean):
Related terms: KPI, Reporting
What it is: A goal is a measurable outcome you want to achieve within a time period.
When you use it: Use goals to align teams, track progress, and make priorities clear.
Example: A goal: “Reduce average ticket response time to under 1 hour this quarter.”
Common fields (and what they mean):
Related terms: KPI, OKR, Progress
What it is: Goal automation updates KPIs and alerts based on data and triggers (where available).
When you use it: Use automation to reduce manual updates and improve accuracy.
Example: When ticket response time rises above threshold, the goal is marked at risk and an alert is sent.
Common fields (and what they mean):
Related terms: Support Desk, Notifications
What it is: Goal reporting summarizes goal outcomes over time and explains what worked and what didn’t.
When you use it: Use it for quarterly reviews and continuous improvement.
Example: End-of-quarter report shows which goals were achieved and the actions that helped.
Common fields (and what they mean):
Related terms: Scorecard, Continuous Improvement
What it is: Goal visibility defines who can view goals and progress (company-wide or limited).
When you use it: Use visibility to share alignment while protecting sensitive goals (payroll cost targets).
Example: Sales goals are visible to sales team; payroll cost goals are visible to leadership only.
Common fields (and what they mean):
Related terms: Roles & Permissions, Security
What it is: A KPI (Key Performance Indicator) is a metric that shows performance toward a goal.
When you use it: Use KPIs to track results objectively and take action early when performance drops.
Example: KPI: “On-time delivery rate” tracked weekly.
Common fields (and what they mean):
Related terms: Goal, Dashboard
What it is: A milestone is a significant checkpoint on the way to a goal.
When you use it: Use milestones for longer goals so progress is trackable in steps.
Example: Milestone: “Launch new onboarding guide by Feb 15.”
Common fields (and what they mean):
Related terms: Advanced Projects, Timeline
What it is: OKR (Objectives and Key Results) is a goal method: objective (what) and key results (how you measure success).
When you use it: Use OKRs to connect big outcomes to measurable steps.
Example: Objective: Improve customer experience. Key result: Raise CSAT to 4.6/5.
Common fields (and what they mean):
Related terms: Goal, KPI
What it is: Owner is the person accountable for the goal and updates.
When you use it: Use owners to ensure goals are maintained and not forgotten.
Example: The support manager owns the “Reduce response time” goal.
Common fields (and what they mean):
Related terms: Accountability, Reporting
What it is: Progress shows how close you are to the target—often as a percentage or current value.
When you use it: Use progress to keep teams motivated and identify issues early.
Example: Progress shows 70% toward quarterly revenue target with 2 weeks remaining.
Common fields (and what they mean):
Related terms: Target, Dashboard
What it is: Review cadence is how often you check goals (weekly, biweekly, monthly).
When you use it: Use a regular cadence to keep goals alive and prevent surprises.
Example: Support reviews goals every Monday and updates progress.
Common fields (and what they mean):
Related terms: Scorecard, Accountability
What it is: A scorecard is a summary view of multiple KPIs and goals together.
When you use it: Use scorecards to review performance quickly in meetings.
Example: Weekly leadership meeting reviews the scorecard for sales, support, and delivery.
Common fields (and what they mean):
Related terms: Dashboard, Reporting
What it is: A target is the specific value you want to reach (number, percentage, or amount).
When you use it: Use targets to remove ambiguity and make goals measurable.
Example: Target: “Increase monthly revenue to 500,000 SAR.”
Common fields (and what they mean):
Related terms: Goal, Progress
