Goals Tab – Insights Area Overview

Modified on Fri, 27 Jun, 2025 at 9:14 AM


Goals Tab – Insights Area Overview

The Goals tab in the Insights area provides a comprehensive overview of goal activity across selected users. It allows you to:

  • Monitor active, completed, and overdue goals

  • Track progress by goal area or theme

  • Identify users with stagnant or unmet goals

  • Report on finished goals and their recorded outcomes, offering insight into what was achieved and whether support was effective

  • Filter by timeframe, user group, or goal status to help with planning, reviews, and quality assurance

This tab supports reflective practice, service improvement, and outcome-based reporting.


For visual summaries and trend analysis, the Charts tab includes tools that show goal progression over time, helping teams spot patterns and evaluate overall impact.




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