Product Features

Track, set, and exceed goals that tie back into BooksMatic and let's you know how you're doing along the way. Announce the wins to your team when you hit or exceed them!

Track goals in the same place you work. Goals are your mission control center. Monitor and manage your strategy through to execution in the same app you use for tasks, notes and scheduling.

Measure OKRs

Goals are measurable. Or at least good goals are. When you’re creating professional development goals, OKRs give you a way to quantify them.

See the bigger picture.

Align everything your team is working on. Organize company goals or weekly score cards.

Sprint management made easy.

Move your backlog into a Goal. Track your sprint in real time, monitoring progress automatically! Link tasks from entirely different areas in BooksMatic.

Where to start with goals?

1) Give your team an objective to work for. Link tasks to show your team what they’re doing matters. 2) Monitor progress in real time to get a high-level view of your team’s progress. 3) Share your goals (or their progress) with stakeholders so everyone is on the same page. 4) Get organized with Goal folders! Set multiple goals for different teams or initiatives. Available on Business/Enterprise plans!

What is goal tracking?

After business goals are clearly defined, it’s important to track goal progress along the way. When a business tracks its goals, it is easier to monitor whether everything is going according to schedule. Additionally, goal tracking can help clarify ideas, focus efforts, ensure time and resources are used efficiently, and increase the chances of achieving the company’s most important objectives.

Why is tracking your goals important?

Tracking the goals of your organization enables you to align everyone’s efforts toward the same high-level objectives, so everyone can be sure they’re contributing to the company’s growth and progress. Additional benefits include:

  • Clarity of purpose
  • Greater unity and camaraderie
  • Increased productivity
  • Fewer mistakes
  • Improved proficiency
  • More opportunities for future projects
  • Better chance of meeting budget targets
  • Increased satisfaction

How to establish goals and timelines.

  • Establishing goals and timelines is paramount in achieving short- and long-term business objectives. To effectively manage goals and instill reachable timelines, teams should follow these principles:
  • Achieve alignment—Collaborate with executives to determine the top priorities and use the Objectives and Key Results (OKRs) framework to establish how to cascade goals and align them.
  • Set SMART goals—Goals should be specific, measurable, attainable, realistic, and time-bound. Learn more about SMART Goals.
  • Create a timeline—Use an enterprise work management platform to select attainable deadlines and help you visualize roles, tasks, milestones, and deadlines. A timeline creates a sense of urgency and accountability to help you stay on schedule and reach your goal.
  • Measure and track progress—Discuss weekly progress with direct reports in one-on-one sessions and create a feedback loop.
  • Implement coaching and support—Use the feedback loop to improve individual and team performance. Give strengths-based feedback whenever possible.
  • Recognize hard work and encourage development—Acknowledge accomplishments, both small and large, and develop opportunities for team members to grow and advance in their roles.

What is the difference between setting and tracking a goal?

Setting goals can benefit your business by helping you look into the future, decide the results you want, and make a plan to help you get there. With clearly defined goals and incentives at the highest levels of the organization, team members will be more likely to set and reach their own individual goals. Although setting and tracking goals go hand in hand, they are not the same.

Tracking a goal helps you and your team follow through with the plan and maintain motivation until you see the results you want. BooksMatic goals help you track progress in real time, offering constant visibility to keep everyone on the same page, so you always know whether your goals are on track or at risk, and you can make adjustments as needed. With Align, business leaders can:

  • Consistently communicate strategic objectives and success criteria across the organization.
  • Proactively guide team members and eliminate roadblocks, with real-time data that indicates where work is misaligned or stuck.
  • Inspire confidence and engagement in every team member.
  • Accelerate performance by eliminating wasted time and resources, and optimizing talent.
  • Track performance to goals in real time to achieve the right results.
  • With the right tools, you can empower your team members to do their best work and keep all work strategically aligned, top to bottom.

How to track progress on goals.

Tracking goal progress is a great way to keep your team motivated. Small wins help motivate every team member. Companies often overlook these small victories, even though they can help teams accomplish much bigger initiatives. Without an effective way of measuring progress, larger projects can start to feel overwhelming.

Set objectives.

Before you start tracking progress on goals, establish a shared vision with your team. Define and set clear objectives to ensure every member knows what they need to do and the expectations they must meet. Most importantly, explain the why. Your team will be more likely to embrace tracking their progress if they understand the reasons behind the request.

Identify Key Results.

Breaking down objectives into smaller steps helps employees and managers stay on track. Determine where you can break down objectives into smaller steps and help your team meet Key Results (KRs). KRs help teams measure their progress toward a goal.

Create milestones.

Next, you should develop milestones to accomplish on the way to the overarching goal. Like a teacher breaking down a chapter into units, leaders who specify incremental accomplishments leading up to the finish line will help their team members stay focused on the next best actions they need to take.

Apply metrics to your milestones.

Setting up reliable metrics can help you to track progress on goals. KRs sometimes include a Key Performance Indicator (KPI) or a metric. You need a measurable indicator to let you know whether you’ve accomplished the milestone or not.

Create checkpoints.

Creating checkpoints will remind you to check in with how your team is doing. They’re a reminder to pause, assess your team’s progress, and celebrate any milestones reached. Whether you choose a monthly or quarterly cadence, checkpoints are a time to analyze and evaluate whether your goals are going according to plan and whether corrective action is needed.

Incorporate software and tools.

A work management solution allows team members, project leaders, and stakeholders to monitor the collective efforts toward team goals. The platform can integrate with existing tools, so your team can work in the online environments they’re accustomed to while remaining connected to workflows, deadlines, and other work details.

ADP case study

ADP’s Human Resources Outsourcing (HRO) department dealt with complex projects, and they lacked standardized processes for tracking and completing their work, resulting in an excess of administrative busy work.

With the help of a work management solution that included KPI tracking capabilities, ADP was able to track projects more thoroughly, resulting in enhanced cross-department visibility. With clear standards streamlined through KPI reporting, HRO could customize and assess performance. This enhanced visibility helped the team prioritize work better so they could make more informed business decisions.

Reach your goals. Nearly every business understands the importance of setting goals, but monitoring your progress in a concrete, measurable way is another thing entirely. Tracking your goals using milestones and other metrics is essential if you want your team members to remain motivated to reach the finish line—and celebrate their accomplishments along the way.

Effective ways to track your progress towards a goal

One of the most important things you can do in order to be successful as an entrepreneur is to set goals. Some goals require a big-picture, long-game view while others are more immediate. However, no matter what the goal is and how long it may take to achieve it, there is one specific action all entrepreneurs should take in order to make sure they are moving in the right direction to reach their goal — track the progress.

However, there are many ways to do this, and not all approaches work for every entrepreneur or goal. So, what are some of the more effective ways to keep track of your progress toward a goal? Here is what members of Young Entrepreneur Council advise:

Break Down the Goal Into Smaller Tasks

BooksMatic approaches goals to help our executive and leadership teams keep track of assigned tasks and goals along with KPIs and progress throughout the week, month, or quarter. Once the goal is set, we create tasks along with subgoals and subtasks. The more fine-tuned the steps are, the more successful we find ourselves in reaching that goal.

Monitor Daily Progress

Find a way to track small incremental steps toward the larger goal and track those small steps daily. Little accomplishments add up to big accomplishments. If a monthly or quarterly revenue target is your goal, find a way to track this daily to ensure you are on target or identify whether or not you are behind. It creates accountability daily.

Make Goal Tracking a Weekly Task

You can use all the software or note-taking tricks you want, but if you don’t set time aside to actually check in on the goals, then they aren’t worth much. Put some private tracking sessions near the start and end of each week. Use what you discover to book further meetings with project managers.

Set a Reward System

To keep track of your progress on a goal, set up a reward system for yourself. Write down your goals and choose a reward for each major milestone you accomplish on the way to your ultimate goal. Setting up a reward system will not only help track your progress but keep you motivated, too.

Move the Goal Posts Often

If you aren’t upgrading your goals often enough, then you risk missing out on the big ideas that can transform your business. Making a checklist and marking off your progress toward a goal will get you there, but is that really where you want to be? Travel more, meet new people, learn about life, and stretch yourself and your goals often.

Plan Your Time Ahead

It’s not enough to say you’re going to accomplish a goal within a period of time without adequately planning how you’ll get there. I like to create my schedule months in advance, with each step of how and when I’m going to complete tasks to get me there. This helps me track my progress day by day, so I know exactly where I stand and what to do to accomplish my objectives faster.

Use BooksMatic's Goals

Apps make it easy and fun to keep track of your progress on a goal. Plus, you can check in no matter where you are. There are a number of great apps for doing this; Particularly BooksMatic. With BooksMatic, you can track four different types of goals including habit, target, average, and project, and it displays streaks, success rates, and line charts, so you can visually track your progress.

Keep a Journal

I keep track of the progress of my goals by writing and keeping a journal on my nightstand. I take a few minutes to review them every night to ensure I stay on track.

Goal Achieved

Keep Your Eye on the Prize

When tracking your goals, it can be easy to get lost in the finer details. While it’s not inherently bad to pay attention to detail, you have to always keep your end goals at the front of your mind. Besides thinking about why you want to achieve a goal, you have to be willing to accept the fact that sometimes subtasks need to change so you can meet your goal in a timely manner.