Custom Goals are only available for organizations on an Enterprise plan
What is a Custom Goal?
As part of an Enterprise organization, you can create custom goals for scenarios. These custom goals allow you to import your own rubric and better align the feedback Yoodli gives to your organization’s priorities and training materials.
Why create a Custom Goal?
• Custom Goals tailor Yoodli’s scoring to your exact needs
• Import your own rubric to better align Yoodli's feedback to your organizations priorities and training materials
Creating a Custom Goal
Click Content in the navigation bar
Click Roleplays
Click the Custom Goals Tab
Click the "Create Custom Goals" button
Follow the wizard to create the goal. Goals are created as part of your organization and are available across all scenarios in your organization.
You can create custom goals as part of creating or editing a scenario.
Goal types Explained
Binary
Pass/Fail—for checks like “Mention the agenda”.
Rated
Score 1-10(max) for qualitative skills (clarity, empathy).
Compound
Blend multiple goals rated together for a single piece of feedback or acronym.
Advanced Goals
Advanced Goals
Knowledge-Based Custom Goals
Create document-based custom goals that assess a member's adherence to a provided document. This allows Yoodli’s AI to use the document as a source of truth when evaluating roleplays, ensuring that learners align with key talking points, scripts, and technical details.
Creating and Managing Knowledge-Based Custom Goals
You can create document-based goals while setting up or editing a scenario. During goal creation, choose the Knowledge-Based Goal option and upload a relevant document. Then, select the type of document to determine how Yoodli will evaluate responses.
Supported Document Types
When creating a knowledge-based goal, you’ll need to specify the document type:
Objections: Ensure that learners are using the recommended objection-handling scripts and effectively addressing key talking points. The AI will check if they respond appropriately to common objections.
Technical Specifications: Verify that learners are accurately discussing your product or service in sales or support calls. The AI will check for misrepresentations and ensure they communicate features and capabilities correctly.
Other (Beta): For advanced users, Yoodli will attempt to interpret your document dynamically based on its content. Results may vary, so this option is best for experienced users testing unique use cases.
Screenshare Goals
Establish clear, measurable goals that ensure a presenter uses screen sharing effectively—showcasing the right features in the correct flow, delivering the right talk tracks, and following an intentional demo methodology.
Scoring uses a numeric scale. Goals evaluate only the objective, on‑screen content—they do not judge the look‑and‑feel or aesthetics of what’s displayed.
Core Components of a Screen Sharing Goal
Feature & Screen Coverage
Did the learner display every required feature/screen—and in the prescribed order?Talk Track Alignment
Did the learner verbalize the key value props or messaging points for each screen?Methodology Consistency
Did the overall screen share follow a coherent framework (e.g., Tell‑Show‑Tell, Data → Narrative → Story, etc.)?
Manage Goals
To manage your Custom Goals you can click the 
at the top right of the Custom goal.
Edit - Edit your custom goal
Duplicate - Create a duplicate of the goal
Copy to - Allows you to copy the goal to another content space
Delete
FAQs
Why isn’t my goal showing up?
— Make sure it’s assigned to a Roleplay.
Can members see scores?
— Yes, in their Dashboard → "Choose Focus"
Still need help?
Contact [email protected] or click the messenger at the bottom right to chat