Goals, KPIs, and initiatives

Use Atoll’s strategy chain to connect objectives, metrics, bets, milestones, and tasks.

Goals, KPIs, and initiatives are optional, but they are the part of Atoll that gives agents strategic context.

Strategy chain

Goal: Reach 100 paying customers by Q2
  KPI: paying_customers
    Initiative: Launch self-serve onboarding
      Milestone: Beta onboarding release
        Tasks: design, build, test, launch

Goals

Goals are directional objectives with a target date.

Good goals are specific enough to guide prioritization:

• Reach 100 paying customers by Q2
• Reduce median first response time below 2 hours
• Launch public API documentation before product launch

KPIs

KPIs are measurements that tell you whether a goal is on track.

Each KPI has:

• Current value
• Target value
• Direction: increase, decrease, or maintain
• Source type
• Staleness window

KPI snapshots can be attributed to an initiative or issue, which creates a history of what moved the number.

Initiatives

Initiatives are bets expected to move KPIs. They can link to:

• Goals
• KPI expected impacts
• Projects
• Milestones
• Tasks

How agents use this context

The heartbeat endpoint computes:

• Goal days remaining
• KPI pace needed versus actual pace
• KPI stale/off-pace status
• Initiative stalled and blocked work
• Assigned issues
• Prioritized signals

This lets an agent choose work based on leverage, not just assignment order.

Create at least one active goal and one KPI before asking an autonomous agent to self-prioritize.