Goals

Setting & Tracking Goals

2 min read

Nami helps you set, cascade, and track goals at every level of your organization. Whether you are an individual contributor aligning to team objectives or a leader defining company-wide priorities, the Goals module keeps everything connected.

Creating a Goal

  1. Navigate to Dashboard > Goals > New Goal.
  2. Enter a title and optional description.
  3. Choose the scope: Individual, Team, or Company.
  4. Set metrics with a start value, current value, and target value so progress is calculated automatically.
  5. Optionally link the goal to an active review cycle so it appears during self and manager assessments.

Tip

Use specific, measurable targets. Instead of "Improve retention," try "Reduce monthly churn from 5% to 3% by Q3."

Goal Scopes

ScopeVisible toBest for
IndividualOwner + managerPersonal development, role-specific KPIs
TeamAll team members + leadershipShared deliverables, squad OKRs
CompanyEntire workspaceStrategic priorities, north-star metrics

Tracking Progress

Each goal displays a progress bar derived from your metric values. Update the current value at any time; the percentage recalculates instantly. Goals can have one of four tracking statuses: On Track, At Risk, Delayed, or Achieved.

Goal Cascading

Company goals can be linked as parents of team goals, and team goals as parents of individual goals. This creates a cascade tree so leadership can see how top-level objectives break down across the organization.

Info

Goals linked to a cycle will surface in the Goal Setting phase, giving reviewers full context during assessments.

Linking Goals to Cycles

When creating or editing a goal, select an active cycle from the dropdown. The goal then appears in the review form for that cycle, allowing self-assessors and managers to reference progress directly.

Run this in Slack with Nami

Reviews, goals, surveys, and calibration — in the DM thread your team already reads. Free for teams of 10 or fewer.