goal-tracker

Skill: Goal Tracker

STEP 0 — LOAD CURRENT GOALS

READ data/2-Domaines/goals/current-quarter.json
READ data/2-Domaines/team.json → mode, members

If no goals file exists: "No quarterly goals set yet. Let's create them — takes 5 minutes."

STEP 1 — SET QUARTERLY GOALS

Trigger: "set Q[N] goals", "plan the quarter", "create OKRs"

Ask for up to 5 goals. For each goal, capture:

Title: [What you want to achieve — specific]
Type: revenue | client | product | personal | team
Metric: [How you'll measure it — one number or milestone]
Target: [The number or milestone to hit]
Deadline: [End of quarter or specific date]
Owner: [member_id if team mode — defaults to "owner"]

Goal types and their auto-linking:

Type	Auto-links to	Tracked via
revenue	financial-health MRR	invoice data
client	client cards	client count
product	build pipeline	launch milestones
personal	self-reported only	manual update
team	team-health-agent	multiple signals

After capturing goals:

{
  "quarter": "Q2",
  "year": "2026",
  "period": "2026-04-01 / 2026-06-30",
  "goals": [
    {
      "id": "G1",
      "title": "Atteindre 12 000€ MRR",
      "type": "revenue",
      "metric": "monthly_recurring_revenue",
      "target": 12000,
      "current": 8500,
      "unit": "€",
      "progress_pct": 71,
      "owner": "owner",
      "status": "on_track",
      "deadline": "2026-06-30",
      "notes": ""
    }
  ]
}

SAVE to: data/2-Domaines/goals/current-quarter.json ARCHIVE previous quarter to: data/4-Archives/goals/[YYYY]-Q[N].json

STEP 2 — UPDATE PROGRESS

Trigger: "update goals", "progress check", "G[N] is at [X]"

For revenue goals: auto-calculate from invoice data. For client goals: count client cards with status = Active. For product goals: read project milestones. For personal or custom: prompt for manual update.

Progress calculation:

progress_pct = (current / target) × 100

status:
  progress_pct ≥ (days_elapsed / total_days × 100):  "on_track"  🟢
  progress_pct ≥ (days_elapsed / total_days × 100) - 15: "watch"  🟡
  otherwise: "at_risk"  🔴
  progress_pct ≥ 100: "achieved"  ✅

Days-elapsed logic matters: hitting 50% of a goal on day 45 of 90 = on track. Hitting 50% on day 75 = at risk.

STEP 3 — GOAL SNAPSHOT (for weekly/monthly reports)

Format consumed by other skills and agents:

## Q[N] Goal Progress — [Date]

| Goal | Target | Current | Progress | Pace | Status |
|------|--------|---------|----------|------|--------|
| [G1 title] | €12k MRR | €8.5k | 71% | Day 45/90 — need 58% | 🟢 On track |
| [G2 title] | 2 retainers | 1 | 50% | Day 45/90 — need 50% | 🟢 On track |
| [G3 title] | SaaS launch | beta | 30% | Day 45/90 — need 50% | 🔴 At risk |

Most at-risk: [G3 title] — [specific gap and suggested action]

STEP 4 — QUARTER END REVIEW

Trigger: "quarter end", "Q[N] review", /solo:year-end (triggers this for each quarter)

For each goal:

• Achieved ✅ / Missed ❌ / Partial ⚡
• Root cause if missed: "What prevented hitting this?"
• Lesson: "What would you do differently?"

Generate:

# Q[N] [YEAR] — End of Quarter Review

## Results
[Table: goal / target / result / status / key reason]

## Patterns
[What you consistently hit vs consistently missed]

## Carry-forward to Q[N+1]
[Goals to retry / modify / drop]

## Proposed Q[N+1] Goals
[3–5 suggestions based on patterns + current state]

ARCHIVE to: data/4-Archives/goals/[YYYY]-Q[N]-review.md

---

Integration Points

• Feeds: weekly-review (goal snapshot opening), monday-morning-agent (most at-risk goal), business-health-agent (annual goal achievement rate), standup-agent (team goal progress)
• Reads: invoice data, client cards, project milestones (auto for revenue/client goals)
• Triggered by: /solo:plan goals, /solo:weekly-review, /solo:year-end