Goals (OKRs) in ClearPoint give your team a structured way to set, track, and align Objectives and Key Results across individuals, departments, and scorecards. This article walks through how to add goals manually or with the help of ClearPoint AI.
What Are Goals (OKRs)?
OKRs stand for Objectives and Key Results. An Objective is a qualitative, aspirational goal — what you want to achieve. Key Results are the measurable outcomes that tell you whether you've achieved it.
In ClearPoint, Goals can be assigned to individuals, linked to scorecard elements, and viewed by individual, manager, department, or scorecard — making it easy to see how personal goals connect to organizational strategy.
Adding a Goal Manually
From the left navigation, click Goals.
Click My Goals (or navigate to By Individual if adding a goal for someone else).
Click the dropdown arrow in the top-right corner and select Add Goal.
[Screenshot: Goals navigation showing the Add Goal dropdown option]
In the Goal drawer, fill in:
Name — a clear, aspirational objective (e.g., Increase customer satisfaction by 15% by EOY)
Owner — the person responsible for this goal
Manager — the owner's direct manager (used for By Manager views)
Period — the reporting period this goal applies to
Visibility — control who can see this goal (e.g., Owner Only, Manager, Everyone)
Click Save.
[Screenshot: Goal drawer showing Name, Owner, Manager, Period, and Visibility fields]
Adding Key Results
After saving the goal, add measurable Key Results to define what success looks like.
Navigate to the Key Results tab (you'll be prompted to save first if you haven't).
Click the Plus (+) icon.
Enter a Key Result Name (e.g., Achieve an average CSAT score of 85% month over month).
Select a Data Type (e.g., Percentage, Number).
Set a Start value and a Target.
Click Save.
[Screenshot: Key Results tab showing Key Result Name, Data Type, Start, and Target fields]
Repeat to add as many key results as needed. Each key result contributes to overall goal progress.
Linking a Goal to Scorecard Elements
Linking a goal to a scorecard element — such as a Measure or Objective — connects your personal OKRs to your organization's broader strategy.
Navigate to the Links tab of the goal.
Click the Link icon.
Select the Scorecard and Link Type.
Check the box next to the element(s) you want to link.
Click Save.
[Screenshot: Links tab showing Scorecard selector and element checklist]
Adding a Goal with ClearPoint AI
ClearPoint AI can help you generate well-structured OKRs through a guided conversation — ideal for getting started quickly or ensuring your goals follow best practices.
From the left navigation, click the AI icon to open the AI panel.
Select the OKRs option.
Choose the goal scope:
My OKRs — goals for yourself
Individual OKRs — goals for a specific person
Manager OKRs — goals at a manager/team level
Select the Owner and Reporting Period.
Click Start AI Assistant.
Answer the guided prompts — the AI will generate a set of Objectives and Key Results based on your inputs.
Review and refine the suggestions.
Click Add Goals to ClearPoint to create them.
[Screenshot: AI panel showing OKR scope selection and Start AI Assistant button]
📎 For more on using ClearPoint AI for OKRs and strategic planning, see ClearPoint AI Assistant for OKRs and Scorecards.
Goal Visibility Settings
Visibility controls who can see a goal. To update it after creation:
Click the Options menu (⋮) on the goal row and select Edit Goal.
Navigate to the Goal tab.
Use the Visibility dropdown to choose your preferred setting.
Click Save.
💡 The Options menu (⋮) only appears on goal rows you are allowed to change. If you do not see it, your access level does not permit editing that goal — see Updating OKRs.