Peak Goals

How do I create a goal in Peak Goals?

Write the goal as one sentence, for example “Contribution margin from 17% to 23% by the end of Q1”. Peak recognizes the metric, starting value, target value, unit and deadline and shows what it recognized. You check it, add the owner and the why, tick the first tasks and create it. Nothing is made up: whatever isn't in the sentence stays empty.

1. 01Open Peak Goals and choose “New goal”.
2. 02Write the outcome as a sentence or use a template.
3. 03Check the values, owner and “Contributes to”.
4. 04Tick the first tasks and leading indicators, then “Create goal”.

How do I enter a new value for my goal?

At the top of the goal page, enter the number under “New value” and choose “Enter”. Every value goes into the history, and nothing is overwritten. Progress, forecast and confidence update with it right away.

How do I do a review for a goal?

“Reviews” lists the goals whose review is due according to their cadence. Peak prepares the review from values, milestones, tasks and blockers. You state your confidence, decide open questions and finish with “Complete review”.

1. 01Open Peak Goals → Reviews.
2. 02Choose a goal and check the prepared numbers.
3. 03Answer “How confident are you that the goal will be reached?”.
4. 04Decide the open question or choose “Keep plan”.
5. 05Optionally fill in “What changes now?”; it becomes a task.
6. 06Click “Complete review”.

How do I record an open decision on a goal?

On the goal page under “Decisions” with “New open question”. Separate the options with a semicolon, for example “Postpone launch; expedite freight”. You can decide on the goal page or in the next review.

How do I report a blocker on a goal?

Under “Work that moves this goal”, enter a new task, check “Report as blocker” and choose “Report”. The blocker then appears in the overview under “Decisions & blockers” and lowers confidence until it's resolved.

How do I complete, pause or archive a goal?

Via “⋯” at the top of the goal page: “Complete as achieved”, “Pause”, “Reactivate”, “End deliberately” or “Archive …”. After completion, Peak asks for a retrospective. Archived goals disappear from Peak Goals; history and linked tasks are kept.

How does Peak Goals calculate progress, confidence and forecast?

Progress is (actual − starting value) / (target − starting value); if the target is below the starting value, lower counts as better. Milestone goals count weighted milestones. The forecast projects the trend of the latest values to the deadline, or, without history, the pace since the start. Confidence follows from the forecast, blockers, overdue milestones and broken assumptions, and is averaged with your own assessment. Every number says what it is based on; “Why?” on the goal page shows the reasons.

Are a goal's tasks the same as in Board, Day and Task?

Yes. Peak Goals has no task list of its own. A task you create on a goal lands on “My Day” and is linked to the goal; you link existing tasks on the goal page. Checking it off checks it off everywhere. If you remove the link, the task stays.

Why do I see my revenue goal from the Funnel Planner in Peak Goals?

Because it's the same goal. Funnel Planner, Work and Peak Goals share one goal object; there is no copy. If actual revenue changes in the Funnel Planner, Peak Goals sees the new value.

How many focus goals should I have?

At most three per level (company, team, personal). You set the priority in the goal to “Focus”, “Active” or “Later”. If there are more than three focus goals, the overview shows “Focus diluted”. Goals that don't contribute to anything appear under “Goals without an anchor”.

What does the Map in Peak Goals show?

How your goals are connected: which goal contributes to which, based on “Contributes to”. Peak marks goals with similar wording with “similar wording: check for duplicates”; nothing is merged automatically.

What does “Missing: …” under goal quality mean?

Peak checks seven signals on every goal: owner, measurable outcome, current status, path to delivery, next task, confidence and review cadence. If one is missing, Peak names it. If all are there, it says “All seven signals are there.”

“A current value is missing: progress and forecast stay empty.”

Your metric goal doesn't have an actual value yet. Enter one under “New value”. If the starting value is missing, Peak calculates from 0; add it in the goal. A forecast needs a starting value, a target date and at least one week of history.

“This goal doesn't exist here.”

The goal was archived or belongs to a different area. Your other goals are unchanged. Check in the user menu whether you're in the right workspace, and open “All goals”.

Can I share goals with my team?

Not yet. Goals are private until team roles arrive. For now, the owner and contributors are names on the goal, not permissions.