Forum Discussion
ClaireB
Jul 02, 2026Brass Contributor
How do you roll up individual goals into department or company goals in M365?
We’re trying to manage goals across teams using Microsoft 365, but the structure gets messy fast. Individual goals live in different places, and it’s hard to see how they connect to department or com...
CandyMullany
Jul 17, 2026Brass Contributor
We had the same headache after Viva Goals went away. Tried doing it with Planner + Excel for a while and honestly it was a mess. Individual goals in one place, team objectives somewhere else, and no real way to see how they connect without building custom reports. We ended up going with Teamflect, it has proper OKR cascading where individual goals roll up to team and company level objectives. You can see the progress at every level without having to manually aggregate anything. And since it lives inside Teams, people actually update their goals instead of forgetting about them in some separate app.