Goals Tracker for XFatora

Define goals, track progress, run check-ins, and keep teams focused on what matters. Goals Tracker supports OKR-style workflows with visibility for leaders and accountability for teams.

What you can do with Goals Tracker

Goals and measurable results

Create goals with measurable outcomes so progress is clear and objective.

Goal cycles (where configured)

Run goals in cycles (e.g., quarterly) with structured reviews.

Progress tracking and status visibility

Keep progress visible with status updates and trend views.

Hierarchical goal structures (where enabled)

Connect individual and team goals to higher-level company outcomes.

Check-ins and evaluation criteria (where enabled)

Run check-ins during the cycle and evaluate outcomes consistently.

Dashboards for visibility

Give managers and teams a clear view of what’s on track and what needs attention.

OKR-style workflow

Goal → check-in → results tracking keeps teams aligned on outcomes.

How it works

  1. Set goals and measurable results for a team or individual.
  2. Run check-ins throughout the cycle to update progress and remove blockers.
  3. Review outcomes at the end of the cycle and improve the next one.

Reports & visibility

  • Goal progress dashboards by team and period
  • Audit trail of check-ins and status changes
  • Exportable performance summaries for reviews

Module visuals

Goals Tracker dashboard overview
Goals Tracker workflow reporting view
Goals Tracker module detail screen

Works well with

People Records

Explore how People Records complements Goals Tracker.

Workload Planner

Explore how Workload Planner complements Goals Tracker.

Feedback & Surveys

Explore how Feedback & Surveys complements Goals Tracker.

CRM & Sales

Explore how CRM & Sales complements Goals Tracker.

FAQ

Can I run goal check-ins?

Yes. Check-ins can be scheduled and tracked during a goal cycle where enabled.

Can I structure goals hierarchically?

Goal hierarchies are available where enabled in your configuration.

Can goals be set per team or individual?

Yes. Goals can be assigned at team or individual level.

How is progress visualized?

Dashboards show progress, status, and trends over time.

Start with Goals Tracker, add more anytime.

Start with Goals Tracker today and expand across modules as your teams grow.

Ready to explore Goals Tracker?

Get a guided walkthrough tailored to your workflows.

  • Personalized demo session
  • Module-specific setup guidance
  • Transparent rollout support