Goals Screen

Track strategic goals mentioned across your recordings.

Overview

The Goals screen collects all strategic objectives and targets identified from your conversations. Use this to track high-level goals across meetings and discussions.

Goals Screen
Strategic goals extracted from recordings

Goals List

Goals are displayed with their source context:

Increase customer retention by 15% this quarter

Q2 2024

Focus on improving onboarding and support response times to reduce churn.

From: Quarterly Planning (March 1, 2024)

Launch mobile app by end of June

Q2 2024

Complete iOS and Android versions with core recording and playback features.

From: Roadmap Review (March 8, 2024)

Reduce support ticket resolution time to under 4 hours

Ongoing

Implement better triage system and expand support coverage hours.

From: Support Team Sync (March 14, 2024)

Filtering

Filter goals to focus on what matters:

Time Period

Q1, Q2, This Year, All Time

Recording Source

Goals from specific recordings

Search

Find goals by keyword

Collection

Goals from recordings in a collection

Goal Actions

  • Click to view the source recording
  • Edit goal text for clarity
  • Delete if incorrectly extracted