Working with goals

Add a new goal (an objective tracked as a percentage) with its owner, team, time period and parent.

Add a metric that tracks a number, such as ARR or NPS, from a starting value to a target.

Add a project to track delivery work, with an optional start date and due date.

Let Brev's AI Goal Coach draft a goal while you fill in the new goal dialog.

Copy a goal, with or without its sub-goals, for example to carry it into next quarter.

Hide a goal from everyone except its owners and creator, and share it with chosen people or teams.

Nest a goal under a parent goal so its progress rolls up, or add a sub-goal straight from the parent.

Let one goal support several parent goals, so its progress rolls into each of them.

Give one goal to several teams, so it shows in each team's view with one shared history.

Make some sub-goals count more than others in their parent's progress with child weights.

How a parent goal's progress is worked out from its sub-goals: time-based coverage by default, or equal weighting.

Add named checkpoints with a value and a date, so a goal's expected progress follows your plan.

Give a project its own delivery window, and see how a due date changes its pacing and reporting.

Add tags to goals, create new tags, filter a view by tag, and delete a tag.

Set a goal's tracking method: Children (roll up from sub-goals), Integration Refresh (auto-track) or Manual Only (your check-ins).

What Expected today means on a goal, how Brev works it out from the time period and milestones, and where it shows.

What each goal status means, why a goal reads Behind or At Risk, and how to set the status yourself.

Brev's AI summary, highlights, blockers and tactics for a goal, and the sparkle that opens them from a goal list.

Link goals with Blocked by and Blocking, so a goal shows when the work it depends on slips.

Add an action item to a goal from its page or side panel, then complete, edit or delete it.

Change a goal's title, description, owner, team, time period, target or other fields.

Select goals and change their owner, team, time period or parent together, or archive, clone or delete them.

Hide a goal you no longer need without losing its history, find archived goals, and restore them.

Permanently delete a goal, and what happens to its sub-goals and check-ins.

Complete a goal and give it a score from 0.0 to 1.0 in the check-in dialog, or change a score later.

End-of-quarter steps: refresh tracked values, score your goals, carry goals forward into the next period, and make it current.