The Objectives Engagement tab (the "Objective engagement summary" dashboard) is your central hub for monitoring how objectives are being used across your organisation.
From your admin menu, navigate to Manage Apps
Click into the Objectives module
You'll land on the Engagement tab, which displays the "Objective engagement summary" of engagement and activity data
Understanding the engagement overview
The first section of the Engagement tab provides a high-level snapshot of objective activity within your selected scope and date range.
Review key metrics including:
Number of objectives available and open
Users with active objectives
Activity around commenting and engagement
Use the date range selector at the top of the page to adjust the reporting period
The data will update automatically to reflect your chosen timeframe
Setting scope and filters
You can refine your reporting view to focus on specific segments of your organisation.
At the top of the page, use the scope filters to limit data by:
Department
Role
Location
Note that the scope you set applies to all reporting sections within this view
You can also choose different report types from the selector at the top
For example, if you want to see how Senior Associates are performing against their objectives, simply select that role from the scope filter.
Viewing status distribution
The status distribution chart helps you understand how objectives are progressing across your selected scope.
Scroll down to the status distribution section
Review the breakdown of objectives by status (e.g., on track, at risk, behind)
Use this data to identify where support or intervention may be needed
Exploring activity and engagement trends
The Activity and Engagement report provides comparative insights into how objective-setting is trending over time.
Toggle into the Activity and Engagement report view
Compare the number of new objectives in your current period against previous periods
Scroll down to see activity broken down by:
Department
Role
Location
Review the distribution of progress, completion trends, and aging analysis
This comparative view is particularly useful for understanding whether objective-setting is increasing or declining across different cohorts.
Quality analysis with AI
Objective quality and sentiment analysis now lives in Performance Intelligence rather than inside the Objectives module. If your firm has AI enabled, open Performance Intelligence to analyse the quality of objectives being set across your organisation.
Accessing quality analysis:
In Performance Intelligence, navigate to the quality and smart analysis section
Click the information icons to understand how each chart is calculated
Review how objectives align with frameworks such as SMART criteria
See how objectives relate to your firm's strategic context
Understanding quality distribution:
View how objective quality is distributed across departments and roles
Identify specific quality issues that may need addressing
Use these insights to provide targeted coaching and support
This analysis helps you ensure that objectives being set are meaningful, measurable, and aligned with your firm's strategic priorities.
Reviewing alignment analysis
The Alignment Analysis report maps how different roles and departments are aligning their objectives to strategic priorities.
Navigate to the Alignment Analysis section
Review the chart showing which departments or roles are setting objectives against different alignment categories
Use the toggles at the top to switch between:
Role-based views
Department-based views
Individual user views by location
For example, you might discover that most people in your commercial team are setting objectives against "People and Experience", helping you understand where focus areas lie across the firm.
Exporting objectives data
You can export objectives data in two ways:
PDF snapshot — click Export PDF on the Engagement tab to download the current dashboard view.
Full data export — go to Configuration & tools → Export data to open the Export Objectives dialog, where you can:
Choose the Objective status to include (Active, Complete, Draft)
Select which fields to Include (Basic Information, User Attributes, Comments and Actions, Quality Analysis)
Filter by Alignment, created date, or user attributes
Click Export to Excel to download the file