Goals are the specific, measurable business objectives and targets that companies establish to achieve their Strategic Priorities, often including timelines, metrics, and success criteria. Goals represent the concrete, actionable objectives that companies set to execute their strategic vision:
  • Annual reports and investor communications
  • Earnings calls and executive presentations
  • Strategic planning documents and board communications
  • Public statements and press releases
Goals are typically more specific and measurable than Strategic Priorities, often including quantitative targets, timelines, and success metrics extracted from earnings calls, annual reports, and strategic communications.

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Where You’ll See Goals

  • Overview tab: Featured alongside Strategic Priorities
  • Custom Insights: When searching for specific objectives
  • Engage tab: Used in ROI and value calculations
  • AI Assistant: Referenced in goal alignment queries

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Common Goal Categories

Financial Targets

Revenue growth, profit margins, cost reduction, ROI objectives

Operational Goals

Efficiency improvements, productivity targets, quality metrics, service levels

Market & Customer Goals

Market share growth, customer acquisition, retention rates, satisfaction scores

Innovation & Growth

New product launches, market expansion, technology adoption, capability building

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How Goals Are Generated

Goals are identified through AI analysis of:
  • Annual reports and investor communications
  • Earnings calls and executive presentations
  • Strategic planning documents and board communications
  • Public statements and press releases
The system identifies specific, measurable objectives with timelines and success criteria that companies communicate publicly.

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Quick Actions

Review Account Goals

Examine specific goals for your target accounts

Generate Content

Create messaging aligned with their objectives

Ask AI Assistant

Get insights on leveraging specific goals