Goal Cycles
Define quarterly or custom goal cycles, manage carry-forwards, and review completed periods.
Cycles define the time periods for your OKRs — typically quarters (Q1, Q2, Q3, Q4) or custom periods like fiscal half-years or sprints. All objectives and key results belong to a cycle, and check-ins only open when a cycle is Active.
Creating a Cycle
Go to Goals > Cycles > New Cycle.
| Field | Description |
|---|---|
| Name | e.g., "Q3 2026" or "H1 FY2027" |
| Start date | When the cycle begins |
| End date | When the cycle ends |
| Status | Planning, Active, or Closed |
Workestra creates Q1–Q4 cycles automatically for the current year on first setup. You can rename them, adjust dates, or delete and recreate them to match your fiscal calendar.
Cycle Statuses
| Status | Meaning |
|---|---|
| Planning | Future cycle — objectives and KRs can be created but check-ins are not yet enabled |
| Active | Current cycle — check-ins are enabled and progress is tracked |
| Closed | Past cycle — read-only; final scores and AI summary are recorded |
Only one cycle can be Active at a time. The Active cycle is shown on the Goals Overview dashboard and pre-selected when creating new objectives.
Transitioning to a New Cycle
When you close a cycle and activate the next one, the Transition Wizard walks you through:
- Review incomplete KRs — See which key results did not reach their targets
- Mark final scores — Set the confirmed final progress percentage for each objective
- Select carry-forwards — Choose which incomplete objectives to bring into the new cycle
The wizard prevents accidentally archiving goals without a deliberate decision on each one.
Carry-Forward
Incomplete objectives carried into the next cycle:
- Are created as new objectives in the incoming cycle, linked back to the original
- Show a "Carried from [cycle name]" tag on the objective record
- Start fresh with a reset current value (start value = the carried-forward value at cycle close)
- Retain their check-in history from the previous cycle for reference
Cycle Review
When closing a cycle, AI generates a cycle-end summary per objective:
- What was achieved (KRs that hit or exceeded target)
- What missed (KRs that fell short, with final progress %)
- Key events during the cycle drawn from connected modules (deals closed, major projects delivered)
The summary is formatted as a narrative suitable for sharing in an all-hands presentation or board update. It's stored permanently on the closed cycle record.
Archive
Closed cycles are archived in Goals > Cycles > Archived. All historical goal data — objectives, KRs, check-ins, AI summaries — is preserved and searchable. Nothing is deleted when a cycle closes.