Generate insights for a goal in Strategic Planning Workspace using Now Assist for SPM

  • Release version: Australia
  • Updated June 23, 2026
  • 1 minute to read

    • Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.

    Before you begin

    Important:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Role required: sn_apw_advanced.spw_goal_user and (sn_align_core.apw_user or sn_gf.goal_admin)

    About this task

    The Goal insights skill analyzes the goal, its targets, subgoals, and aligned work, then delivers concise, data‑driven insights—including AI forecasted status, confidence of achieving the goal, targets at risk, delayed or stalled aligned work and recommendations.

    The skill analyzes the real-time data — including check-in patterns, comments, and planned versus actual progress — to forecast goal status and surface proactive recommendations.

    Note:
    Only the owner or contributors of the goal can generate insights for the goal.
    Generate goal insights in Strategic Planning Workspace using Goal insights skill.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select the portfolio plan that the goal belongs to.
    3. From the Goals page, select Goals and targets.
    4. From the list of goals, select the name of the goal for which you want to generate insights.

      The goal side pane opens with the Details tab.

    5. From the side pane, select Full Details to open the goal form.
      The goal’s full details page opens.
    6. Select Show insights.

      The Goal insights side pane appears processing the insights for the goal. After a while, the Insights by Now Assist pane shows the insights for the goal including AI forecasted status, confidence of achieving the goal, targets at risk, delayed or stalled aligned work and recommendations.

    7. Review AI-generated insights to identify risk, assess forecasted statuses, and act on recommendations before goals fall off track.