Goal tracking requires manual collection of progress updates from multiple sources, consolidation into spreadsheets, and identification of at-risk objectives. This scattered approach delays visibility into performance and slows decision-making.
Automation pulls progress data from existing tools, consolidates it in real time, flags risks automatically, and generates monthly reports. Leadership gets current visibility and can respond to blockers immediately.
The full workflow, from trigger to completion.
Automation is triggered on a fixed day each week (e.g. Monday morning) to initiate the progress collection cycle.
The automation queries for task completion rates and milestone status linked to each key result, extracting the latest data without manual entry.
A message is sent to each team lead asking for any manual progress notes or blockers not captured, with a simple form to fill in.
Responses and are automatically merged into the master tracking sheet, calculating progress percentages and status colours.
The automation identifies any goal below 50% progress or trending downward and marks it for escalation.
A notification is sent to the CEO and relevant department heads listing at-risk goals with context and owner.
On the first Monday of each month, the automation creates a formatted summary report with progress charts, wins, and blockers ready for review.
A message is sent to leadership with a link to the report and a reminder of the monthly review meeting time.
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