new

Goals

For admins

For end-users

📊 Goal Export, Done Right: Now in Excel

Teamflect users can now export their goals into a structured Excel file: fully aligned with their current view in Teamflect.

Available on:

Starter, Essential, and Professional plans

What changed:

Export reflects exactly what you see (filters, tabs, included items)

Multi-sheet Excel export:

Overview:
High-level summary + goal hierarchy
Detailed Data:
Full dataset with all attributes
Team View:
Team-based breakdown (for “My Team” tab)

Dynamic terminology applied across the file (matches your custom naming)
Subgoals and tasks can be included or excluded via export options
Async export with email delivery for large datasets

Why it matters:

Get a clean, structured dataset without manual cleanup
Share goal progress easily with leadership or external stakeholders
Analyze performance in Excel or connect to external reporting tools
Maintain consistency with your in-app terminology and filters

For admins:

You can control who has access to export data here:

👉

Manage goal export permissions