Coming soon: We are introducing a fresh new look for record drawer and details pages on September 30, 2020. This article describes the current experience. Preview the upcoming improvements in your account now so you can get familiar with the new way of working in Aha!
Goals are measurable results that will help you achieve your strategic vision. They should be attainable within a fixed time frame, typically 3–12 months, and should represent the critical accomplishments required to make your vision a reality.
Any team using Aha! can have its own strategy and its own goals. Your team's goals might look like these:
- Increase revenue by 30% in the next 12 months.
- Maintain a support ticket first-response time of less than an hour in Europe in Q3.
- Rank #1 in organic searches for a variety of market-leading keywords.
- Raise the trial-to-paid conversion rate by 5% in the second half of the year.
You can link goals in Aha! to the high-level efforts focused on achieving them, called initiatives. You can also link goals to the everyday work your team completes. This lets everyone on your team know why the work they do matters.
- Add goals
- Filter, chart, and compare goals
- Set time frames for your goals
- Link goals to higher hierarchy levels
- Link goals to initiatives
- Link goals to your everyday work
- Report on your goals
To add a goal, navigate to Strategy > Goals. If you have not entered any goals yet, Aha! will prompt you to do so. To add a new goal, click Add goal. Enter the goal name, an optional description, and the success metric of your new goal.
Filter, chart, and compare goals
The Strategy > Goals page has two views.
- The Detail view shows you the details of any goal you select. Use this view to edit a goal's details or to dig into records attached to a goal.
- The Chart view shows you a visual graph of your goals so that you can compare them to each other by any two metrics that you choose.
In the Chart view, drag your goals to compare them as they relate to each other. Click on the existing default labels and axis values on the grid to edit them and type in the new value or metric. Customize this text to use terminology that fits how you want to map them.
At the top of either view, you will see filters that allow you to on goals from a certain time frame or a certain status.
Use the Change view type dropdown in the upper-left to switch between your two views. Any filters you have set will apply to your new view type, so you never lose your focus.
Set time frames for your goals
Time frames allow teams focusing on strategic planning to group their goals and initiatives based on the time frame associated with their strategic execution.
This is especially important for teams that kick off the year with strategic plans divided into quarterly or half-year objectives. It allows the team to plan out their year-long strategy upfront. Then they can group related goals and initiatives together in the time frames they will be delivered in for easy reporting and filtering across the application.
To keep the list of available time frames organized and current, you can merge or archive time frames. When you archive a time frame, any goals associated with it are hidden from the list of available goals. But don't worry — these records are not deleted and you can always use reports and roadmaps to examine them again.
Note: To create, merge, or archive a time frame, navigate to Settings ⚙️ > Account > Configure time frames. You need to be an administrator with customization permissions to do this.
To add a time frame to a goal:
- Open the details for that goal, either through the Detail view or by opening the goal's detail drawer in the Chart view.
- Click the Time frame field to open the Time frame dropdown.
- Select the appropriate time frame.
Link goals to higher hierarchy levels
Goals at a child level of your workspace hierarchy — a workspace, for example — are often the stepping stones that contribute to the company-level strategy. Cohesive strategy at a company level often depends on strategic alignment from each workspace.
Aha! makes this possible by allowing you to roll a goal up to its parent workspace or parent line. This means if your team increases its revenue by 10% YoY, higher levels of your portfolio — which might have a goal of increasing revenue company-wide by at least 5% YoY — will reflect your progress.
After you have created a goal, click on it to open its detailed view. There, you will see a field called Roll up to parent line goals. Click into that field and select the higher-level goal(s) that your goal will contribute to.
Link goals to initiatives
While goals can be independent entities, they are often achieved through high-level efforts called initiatives. You can link the initiatives that drive you towards your goals right from a goal's (or an initiative's) Detail view.
Link goals to your everyday work
You need to ensure that the work your team completes links to your strategic goals. This helps your team prioritize the work they do based on its strategic impact. You can also show key stakeholders how your team's work directly affects your strategy.
To link a record to one or more of your goals, open the record's detail view. Then, in the Goals field, select the goal(s) that the record will affect.
Note: Linked records in Aha! do not inherit any links from each other. For example, linking a goal to a release will not link any features associated with that release to the goal. Read this article if you also want to link initiatives to releases, features, or other Aha! records.
Share your goals
Once you enter your goals, you can track and share them with your team and key stakeholders by selecting one of the export options through the Share button on the top-right of the page.
- To fold your goals into a presentation, select Add to presentation. In your presentation, you can select the goal's update frequency.
- For a static version of your goals, export them to PNG image or PDF document.