---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Generate insights for a goal

# Generate insights for a goal {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

Role required: sn_apw_advanced.spw_goal_user

## 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.  
Note:  
When you generate insights for a goal, insights are also generated individually for each of its targets.  
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.  
Tip:  
For better reviews and recommendations, use the Goal insights skill with the AWS Claude model.  
Note:  
Only the owner or contributors of the goal can generate insights for the goal.  
Note:  
If the Goal insights generation job is enabled, it automatically generates insights for each goal based on the job's run frequency. Before manually regenerating, check the timestamp on the goal insights summary card to confirm when insights were last generated --- regenerating unnecessarily increases token consumption. You can also view the last generated insights in the AI rationale column of the goal list. If goal or target data has changed since the last run, select the refresh icon on the goal insights summary card to regenerate the insights.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspaceStrategy and Goals.
2. Select Favorites, Shared with me, Created by me, or Public, depending on where the board is located.
3. Select the board that contains the goal for which you want to generate insights.
4. From the list of goals, select the Goal insights icon next to the goal.  
   Alternatively, you can select Show insights on the goal's full details page.

   The Goal insights side pane appears to process the insights for the goal. After a while, the Insights by AI 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.
5. Review AI-generated insights to identify risk, assess forecasted statuses, and act on recommendations before goals fall off track.
{#generate-insights-for-goal-strategy__steps_zrs_ffj_m3c}
**Related tasks**   

* [Create a goal](https://servicenow-prod.fluidtopics.net/MaFAy19uSqtXX~6Zxo2C4w "Create a goal and set targets to measure progress and align with your organization's strategic priorities.")
* [Add a target for goal](https://servicenow-prod.fluidtopics.net/r_kVk63_LolaOv62U2M2KQ "Create SMART targets for goals to track and measure the progress of your goals.")
* [Duplicate a goal or target](https://servicenow-prod.fluidtopics.net/yTZF8Gsr_eua7x_tPJUoOg "Create a copy of an existing goal or target to align goals with your organizational strategic priorities. If the goal or target you want to create is similar to an existing one, duplicating the existing record saves your time.")
* [Align work with a goal or target](https://servicenow-prod.fluidtopics.net/9mkVQebPruVOiJVqJNRVZg "Create a goal or target relationship with a planning item or any other item to identify and associate your current or future work and achieve your goals and targets.")
* [Send a reminder for target actuals check in](https://servicenow-prod.fluidtopics.net/QFxd2hn3Q3rYqhcbEhrKEA "Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date.")

*[\>]: and then