Go to MetaPulse

In this Help Doc


Bulk Edit Objectives

  1. Click Settings

  2. Expand your Organization

  3. Click on Objectives

  4. Select the desired Objectives

  5. If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, member, post group, keyword and date. Once selected click Apply.

  6. Click Edit Selected Objectives

  7. Choose a Parent objective

  8. Choose who in your team is responsible for completing these Objectives

  9. Objective title - assign the same name for the Objectives

  10. Additional Details - provide more information about these Objectives

  11. You can choose to Exclude this objective from member's progress calculation

  12. Select date range the objective is to be achieved by.

  13. Click Update Objectives


New Objective

  1. Go to Settings

  2. Expand the Organization

  3. Click on Objectives

  4. Click on New Objective

  5. Choose a Parent objective - if creating a top level objective leave as No parent

  6. Choose who in your team is responsible for completing this objective

  7. Objective title - the name of the objective

  8. Additional Details - provide more information about this objective
    * Here you can also choose to exclude this objective from member's progress calculation

  9. Select date range the objective is to be achieved by, i.e. this month, next month, or choose a custom date.

  10. Key Result - name of graph or statistics

  11. Graph. Choose from the following:
    - An existing graph. Choose the graph and set the start value and target value. (You have the option to change this to a range value and/or add a stretch value target. A stretch value target will add a second target line to the graph.)
    - New Manual Update graph: Manual update requires a user to update the graph values
    - New Graph Calculated by Junior Objectives. This will auto update and uses the average percentage of sub-objectives. For example: assume we have an objective to reach $80,000 sales this quarter and we have 4 sales people, each with their own objective to reach $20k in sales. If each salesperson reaches 50% of their objective ($20k in sales) the auto update feature will calculate the objective as 50% complete.

  12. Add another key result - You can have multiple key results to measure an objective

  13. Create Objective to save


Edit an Objective

  1. Go to Settings

  2. Expand the Organization

  3. Click on Objectives

  4. Click Edit on the desired Objective. If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, member, post group, keyword and date. Once selected click Apply then Edit.

  5. Choose a Parent objective - if creating a top level objective leave as No parent

  6. Choose who in your team is responsible for completing this objective

  7. Objective title - the name of the objective

  8. Additional Details - provide more information about this objective
    * Here you can also choose to exclude this objective from member's progress calculation

  9. Select date range the objective is to be achieved by, i.e. this month, next month, or choose a custom date.

  10. Key Result - name of graph or statistics

  11. Graph. Choose from the following:
    - An existing graph. Choose the graph and set the start value and target value. (You have the option to change this to a range value and/or add a stretch value target. A stretch value target will add a second target line to the graph.)
    - New Manual Update graph: Manual update requires a user to update the graph values
    - New Graph Calculated by Junior Objectives. This will auto update and uses the average percentage of sub-objectives. For example: assume we have an objective to reach $80,000 sales this quarter and we have 4 sales people, each with their own objective to reach $20k in sales. If each salesperson reaches 50% of their objective ($20k in sales) the auto update feature will calculate the objective as 50% complete.

  12. Add another key result - you can have multiple key results to measure an objective

  13. Update Objective to save


Delete an Objective

  1. Go to Settings

  2. Expand the Organization

  3. Click on Objectives

  4. Click Edit on the desired Objective. If there are many Objectives, you can use the filters to quickly find the desired ones. You can search by area, member, post group, keyword and date. Once selected click Apply then Edit.

  5. Scroll all the way down and click on Delete Objective

    NOTE: If there is no Delete button, it means that there are other Objectives nested under the Objective you are trying to delete. You would need to delete them first in order to delete the main Objective.


Did this answer your question?