Goals 🟡 PREVIEW - OKR Management

Objectives & Key Results tracking

Goals Interface Screen

Overview

Goals is the OKR (Objectives & Key Results) management module in General Bots Suite. Create, align, and track strategic objectives across teams with clear key results and progress metrics. Goals helps organizations maintain focus and visibility on what matters most.

Features

Objectives

Create and manage strategic objectives with alignment and cascading support.

ActionDescription
Create ObjectiveDefine objective with title, description, and owner
Align ObjectiveLink to parent objective for cascading alignment
Set TimeframeAssign to quarterly or annual period
Assign OwnerDesignate responsible person or team
Archive ObjectiveMove completed or cancelled objectives to archive

Key Results

Track measurable outcomes that indicate objective achievement.

ActionDescription
Add Key ResultDefine measurable result with target value
Update ProgressMark as on-track, at-risk, or off-track
Set MetricsDefine unit of measurement (%, $, count, etc.)
Link to ObjectiveAssociate key result with parent objective
Grade ResultsScore achievement at period end (0-1.0 scale)

Periods

Organize objectives by time periods for quarterly and annual planning.

PeriodDescription
Q1-Q4Quarterly objectives with 3-month cycles
AnnualYear-long strategic objectives
CustomDefine custom timeframes for specific initiatives
RollingContinuously updating periods without fixed end dates

Alignment

Cascade objectives from company to team to individual level.

LevelDescription
CompanyOrganization-wide strategic objectives
DepartmentDepartment-level supporting objectives
TeamTeam-specific tactical objectives
IndividualPersonal development and contribution goals

Dashboard

Visual overview of OKR progress across the organization.

MetricDescription
Overall ProgressAverage completion across all active objectives
On TrackPercentage of objectives meeting targets
At RiskObjectives requiring attention or intervention
CompletedObjectives successfully achieved this period

Keyboard Shortcuts

ShortcutAction
NCreate new objective
EEdit selected objective
PUpdate progress
FFilter by status
/Focus search
?Show shortcuts

Goals via Chat

Creating a New Objective

Showing Team Progress

API Reference

Goals operations are available via REST API:

EndpointMethodDescription
/api/goals/objectivesGETList all objectives
/api/goals/objectivesPOSTCreate new objective
/api/goals/objectives/:idPUTUpdate objective
/api/goals/objectives/:idDELETEDelete objective
/api/goals/key-resultsGETList all key results
/api/goals/key-resultsPOSTCreate key result
/api/goals/key-results/:id/progressPUTUpdate progress
/api/goals/periodsGETList time periods
/api/goals/alignmentGETGet alignment hierarchy