> ## Documentation Index
> Fetch the complete documentation index at: https://woku.app/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Goals

> Define measurable objectives by tool and indicator and track their compliance in real time

A **goal** is a measurable objective over the responses of a woku tool
during a period. Each goal combines a tool, an indicator, a scope, a
target value and an evaluation period. The platform calculates the
current value automatically and shows the progress toward the objective.

## Create a goal

From the **Goals** menu, the **New goal** button opens a panel where you
define the goal in three steps: first the tool, then the scope and the
indicator, and finally the objective and the period.

* **Tool**: Wokus, NPS, Forms, CSAT or CES.
* **Scope**: **All** to measure the entire tool, or **Specific** to
  choose an instrument with the search box. In Wokus you can choose an
  individual woku or a **folder** of wokus, which includes its subfolders.
  In NPS you can choose a specific NPS or the global NPS.
* **Indicator**: what is measured, according to the catalog in the next section.
* **Objective**: the value to reach or not to exceed, depending on the indicator.
* **Evaluation period**: **Monthly**, **Quarterly**, **Annual** or
  **Custom**, with a start and end date.

The indicator unit (responses, percentage, stars or points) and the
direction of the objective are derived on their own from the chosen
indicator, you do not need to configure them.

## Available indicators

| Tool  | Indicator           | Objective      |
| ----- | ------------------- | -------------- |
| Wokus | Number of responses | Reach at least |
| Wokus | % of recognitions   | Reach at least |
| Wokus | % of opportunities  | Stay at most   |
| Wokus | Average of stars    | Reach at least |
| NPS   | Number of responses | Reach at least |
| NPS   | % of promoters      | Reach at least |
| NPS   | % of passives       | Stay at most   |
| NPS   | % of detractors     | Stay at most   |
| NPS   | NPS score           | Reach at least |
| Forms | Number of responses | Reach at least |
| CSAT  | Number of responses | Reach at least |
| CSAT  | CSAT average        | Reach at least |
| CES   | Number of responses | Reach at least |
| CES   | CES average         | Reach at least |

For most indicators the objective is a floor, the goal is achieved by
**reaching at least** the defined value. For **% of opportunities**,
**% of passives** and **% of detractors** the objective is a ceiling, the
goal is achieved by **staying at most** at the defined value.

## How the current value is calculated

The calculation is **automatic and live**: every time you open the
module, the current value is recalculated with the real responses of the
goal's period and scope. There is no need to enter values by hand.

* In NPS, a score of 9 to 10 is classified as a **promoter**, 7 to 8 as a
  **passive** and 0 to 6 as a **detractor**. The **NPS score** is the
  percentage of promoters minus the percentage of detractors.
* The count indicators show the real count, including 0. The percentage
  and average indicators show **No data** when there are no responses in
  the period yet.

## States and progress

Each goal has one of three states:

* **In progress**: the evaluation period is still open.
* **Achieved**: the objective was reached, hitting the floor in
  "reach at least" goals or staying within the ceiling in
  "stay at most" goals.
* **Not met**: the period closed without reaching the objective.

The **progress** is shown from 0 to 100%. In floor goals it is the ratio
between the current value and the objective. In ceiling goals the
progress is 100% as long as the current value stays within the limit.

## Tracking

The **Goals** module offers two views, **Board** and **List**, with a
search box and filters by **State** and by **Tool**. Each card shows the
**Current** value, the **Goal**, the **Progress** and a progress bar.

When you open a goal, its detail expands with three sections:
**Information** (the goal definition), **Summary** and **Progress**.
From each card's menu you can **Edit** the goal or **Delete** it, with
prior confirmation.

## Goals and alerts

Goals connect with the alerts module: a **Goals** type alert notifies by
email when a goal is about to close its period without being met. Check
how to configure it in
[Alert rules](/docs/en/configuracion/reglas-de-alerta).