How to Apply Filters in Goals

Filters in ThriveSparrow help you focus on the exact set of goals you want to view — whether you’re tracking personal goals, team progress, department-level objectives, or organization-wide OKRs.

You can apply filters in My Goals, Team Goals, Department Goals, and Company Goals tabs.

How to Apply Filters

1. Navigate to Goals and select your desired tab (My Goals, Team, Department, or Company).
2. Locate the filter bar at the top of the page.
3. Click on each filter (Goal Cycle, Reportee, Group By, Sort By, etc.) to make your selections.
4. The page will automatically refresh to show results matching your filter criteria.

Available Filters in Goals

1. Goal Cycle

• Select the specific goal cycle you want to view.
• Useful for comparing progress across different time periods.

2. Reportee (Visible in Team)

• Direct Reportees – People who report directly to you.
• Indirect Reportees – Skip-level team members (report to your managers).
• All Reportees – Both direct and indirect reportees combined.

3. Group By

Organize your view by:

• Employees – See each person’s goals grouped under their name.
• Departments – View goals grouped by department.
• Goals – See all goals in a single list without grouping by person or department.

4. Sort By

Reorder your goals list based on criteria like:

• Least Progressed
• Most Progressed
• At Risk First
• Not Aligned First
• Not Started First
• Not Updated First

5. Search

• Search by goal title or goal owner.
• Works alongside filters to further narrow your results.

6. Custom Filters (If any added People in Directory)

• Filter goals by any custom dropdown properties like location, job role, or grade.