Objectives Tool

Overview

The Objectives tool manages a strategic hierarchy that connects business goals to measurable KPIs. Weekly scorecards automatically reference KPIs from this hierarchy based on the user’s access level.

Hierarchy

Business Objectives (grouped by category)
  └── Current Priorities
        └── KPI Definitions (scoped by access level)

Categories

Objectives are grouped into four Balanced Scorecard categories:

Category	Purpose
Financial	Revenue, profitability, cost control
Customer	Client satisfaction, retention, relationships
Operational	Efficiency, delivery, utilisation
People	Team development, culture, growth

KPI Access Level Scoping

Each KPI definition can be scoped to a specific access level or set as company-wide:

• All Levels (NULL) — applies to every user’s scorecard
• Specific level (e.g., manager) — only appears on scorecards for users at that access level

When a scorecard is created, KPIs are snapshotted from active priorities where access_level IS NULL OR access_level = user's level.

Permissions

Access Level	View	Update	Manage
Executive	Yes	Yes	Yes
Head	Yes	Yes	No
Manager	Yes	No	No
Lead	Yes	No	No
Employee	Yes	No	No

• View: See the objectives hierarchy
• Update: Reserved for future use (e.g., updating KPI actuals)
• Manage: Create, edit, and delete objectives, priorities, and KPI definitions

Data Model

Table	Purpose
objectives	Business objectives with category, title, description
priorities	Current priorities linked to an objective, with active flag
kpi_definitions	KPI definitions linked to a priority, scoped by access_level

Components

Component	Purpose
objectives-page.tsx	Main page with category-grouped objectives list + detail view
objective-detail.tsx	Objective detail with priorities and KPI management
objective-form.tsx	Create/edit form for objectives

URL State

Page state is managed via URL search params:

• ?id=<objective-id> — selected objective detail view
• ?create=true — show create form