Skip to main content
The Rocks screen is accessible at /lo/rocks and displays the quarterly goals (referred to as Rocks) for the selected quarter and fiscal year, with status breakdowns and progress indicators.

​
Overview

The GoalDashboardPage defaults to the current quarter (computed as Q${Math.ceil((month+1)/3)}) and current year. Users can filter by quarter (Q1–Q4) and fiscal year. The page fetches goals via useQuarterlyGoals and displays four summary cards: total goals, completed goals, at-risk goals, and average progress percentage. An at-risk alert banner appears when any goal has at_risk status. Each goal is listed as a card showing title, owner avatar, due date, status badge, and a progress bar. A guided tour (rockManagementTour) is available via a help button. The QuarterlyGoalDialog opens to create a new goal.

​
Who it’s for

Requires LO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. Creating goals additionally requires lo.goals.create.

​
Before you start

  • lo.dashboard.view permission required.
  • Goals are scoped to the active organization.

​
Steps

1

Navigate to Rocks

Go to /lo/rocks. The page loads goals for the current quarter and year.
2

Filter by quarter or year

Use the quarter selector (Q1–Q4) and year selector to view goals for a different period.
3

Review summary cards

Check total, completed, at-risk, and average progress stats at the top.
4

View a goal

Select a goal card to navigate to its detail page at /lo/rocks/:rockId.
5

Add a new goal

Select the ”+” button to open the QuarterlyGoalDialog and create a new goal.
6

Take the guided tour

Select the help button to start the rockManagementTour.

​
Key concepts

  • Rock: the in-code term for a quarterly goal (QuarterlyGoal type, route path /lo/rocks).
  • Status values: not_started, in_progress, at_risk, complete.
  • progress_percentage: a numeric field on each QuarterlyGoal.

​
Creating a rock

The path /lo/rocks/new is not defined in src/routes/lo.tsx and is not a standalone screen. The :rockId parameter route (/lo/rocks/:rockId) would match a literal path /lo/rocks/new, but new is not a valid UUID, so the component would render a “Goal not found” state. New Rocks are created via the QuarterlyGoalDialog modal from the /lo/rocks list page. To create a new Rock: go to /lo/rocks and select the ”+” button to open the QuarterlyGoalDialog.

​
Viewing a rock

The Rock Details screen is accessible at /lo/rocks/:rockId and displays a single quarterly goal’s full detail, including progress, action items, team assignments, SMART score, and review history. The GoalDetailPage reads rockId from URL params (kept as :rockId for backward compatibility, used as goalId internally) and fetches the goal via useQuarterlyGoals, plus related actions (useGoalActions) and assignments (useGoalAssignments). The page renders a SMARTScoreBadge, status badge, progress bar, owner avatar, and due date. Three tabs — Progress, Actions, and Tasks — allow viewing progress history, managing action items via GoalActionsEditor, and viewing linked platform tasks via SourceTasksPanel. Dialogs provide edit (QuarterlyGoalDialog), completion (GoalCompletionDialog), and review (GoalReviewDialog) workflows. A “Revalidate SMART” button triggers client-side SMART validation via validateSMARTGoal. If the goal is not found, a “Goal not found” card is shown. Permissions: lo.dashboard.view required; editing additionally requires lo.goals.edit. The goal identified by :rockId must exist in the active organization.
  1. Open a goal: navigate to /lo/rocks/:rockId or select a goal from the Rocks list.
  2. Review progress: the Progress tab shows the current progress_percentage and status. The SMARTScoreBadge displays the SMART quality score.
  3. Manage action items: switch to the Actions tab and use GoalActionsEditor to add or update action items.
  4. View linked tasks: switch to the Tasks tab to see platform tasks linked to this goal via SourceTasksPanel.
  5. Edit the goal: select the Edit button to open QuarterlyGoalDialog in edit mode.
  6. Mark complete: select the complete button to open GoalCompletionDialog.
  7. Add a review: select the review button to open GoalReviewDialog.
  8. Revalidate SMART score: select “Revalidate SMART” to rerun validateSMARTGoal against the current goal data.
Key concepts:
  • SMART score: computed by validateSMARTGoal; displayed via SMARTScoreBadge.
  • rockId / goalId: URL param is :rockId for backward compatibility; used internally as goalId.
  • Tabs: progress, actions, tasks — tab state is synced to the URL via useTabUrlState.

Leadership

Leadership core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/lo.tsx
  • src/cores/lo/pages/GoalDashboardPage.tsx
  • src/cores/lo/pages/GoalDetailPage.tsx
  • src/cores/lo/hooks/useQuarterlyGoals.ts
  • src/cores/lo/hooks/useGoalActions.ts
  • src/cores/lo/hooks/useGoalAssignments.ts
  • src/cores/lo/utils/validateSMARTGoal.ts