Objectives

Everything your operatives are working toward.

The Objectives page is the running record of every outcome in flight, scheduled, or done — plus the targets your operatives are pushing toward.

Targets

At the top, high-level targets (Appointments, Revenue, Retention, Growth) show progress toward the number, with the operative that's on each one. Targets are objectives reverse-engineered into ongoing work.

Insights

A row of stats shows what you're actually getting: objectives hit all-time, this week, hours saved (with an approximate value), and success rate — each with a trend sparkline.

The objective list

Each objective shows the operative on it, its status (Running, Scheduled, Done), progress, and when it ran. Filter by status or search by name.

Expand to see the plan

Click any objective to expand it and reveal the full plan — the steps (with done, active and pending states), the tools it uses, and the assigned operative.