Goal Management

Goals give your analyses a target. When you link a SWOT, forecast, or Advisor session to a goal, the AI understands what success looks like for you — producing more focused, relevant output.

Creating a goal

Click the Goals pill in the navigation bar (or go to Goals → New)
Choose a goal type — Revenue, Cost Reduction, Market Expansion, Product, Operations, Fundraising, Personal, or Other
Enter a title describing what you are trying to achieve
Optionally set a target metric and target value — for example, metric: Monthly Revenue, value: 50000
Set a target date
Optionally choose a check-in frequency — how often (in days) you want to be reminded to record progress

Linking goals to your work

When starting a new SWOT analysis, forecast, or Advisor session, you can select an active goal from a dropdown. The AI receives that goal as context and tailors its output accordingly — for example, a SWOT linked to a revenue goal will emphasize the factors most likely to affect that number.

Recording progress (check-ins)

A check-in is a quick progress snapshot. Open the Goals panel from the nav bar and click Check In next to any goal — or use the Check in button next to each goal on the Goals list page. You will be asked to record:

Outcome — Ahead, On Track, or Behind
Actual value (optional) — the real number if you are tracking a metric
Notes (optional) — anything worth recording about the current situation

The Goals list page shows your full check-in history for each goal. Each past check-in has an Edit button so you can correct the outcome, update the actual value, or add notes after the fact.

If you set a check-in frequency, the app sends you an in-app reminder notification when that interval elapses. Reminders appear in the notification bell at the top of every page.

Goals needing attention (dashboard)

The dashboard shows a Goals needing attention section when any of your active goals meet one of these conditions:

The most recent check-in outcome is Behind
The check-in interval has elapsed and no check-in has been recorded in that window
The goal has never been checked in

Each entry in that section has an inline Check In button so you can record a progress update without leaving the dashboard.

Status dots

Each goal displays a colored dot based on its most recent check-in outcome:

● Green — Ahead or On Track
● Amber — Behind
● Grey — no check-in recorded yet

The Goals pill in the navigation bar also turns amber when any active goal is Behind, so you can spot problems at a glance from anywhere in the app.

Managing goals

From the Goals list you can:

Edit — update the title, target, date, or check-in frequency
Pause — keep the goal but stop check-in reminders
Mark complete — archive the goal when you have hit your target
Delete — permanently remove the goal