The Objectives Dashboard allows admin and reviewers a closer look at all Objectives that they have visibility into, as well as some higher level data about who owns objectives, how many objectives they own, and how aligned the company's objectives are.
Within the main Objectives Dashboard, there are three different tables displaying various Objectives data. See the Objectives status table (directly under your filters) for a quick look into how all objectives are tracking based on their end date., see the Objectives and Key Results ownership tables for a look into the number of people with or without objectives + key results, or see the Objectives alignment table for insight into the percentage of objectives that are aligned vs not aligned.
The Objectives Report: Status page looks similar to what you see on the 'All objectives' page, but gives you trend based information into how objectives are performing over time. Check out objectives progress based on status: 'On track', 'Behind', or 'At risk'. By recognizing trends early on, you can hopefully keep more objectives in the green! Feel free to filter based on owner, objective type, alignment, etc to nail down the objective(s) you are looking for. Below are a couple examples of how the status report can be used. Group names are hypothetical.
Maybe you want to see how the members of the Sales group are doing with their objectives? Filter by "Sales" in the 'Objective owners' filter.
What about check-in on people's self-development or individual objectives? Use the 'Objective type' filter to select "Individual" and "Self-development" objectives.
Last example: Want to see what company-wide objectives are "at risk"? Filter by "At risk" in the 'Objective status' filter and dive into the objectives that are falling behind for your company.
- One added bonus here is the option to 'unarchive' directly from the report.
- The options to 'Export as CSV' and 'Share link' also exist here.
For more information on managing objectives, see these articles.
Figuring out who owns objectives and who doesn't shouldn't be a hassle. If everyone in the company needs to have at least one objective, this report makes it easy for admin and reviewers to check. The Objectives Report: Ownership page displays additional metrics around who owns objectives and key results, how many they own, and what the status of each of these items are.
Let's check out how many key results members of the Leadership team currently own. Filter by "Leadership" in the 'Objective owners' filter and view the summary at the bottom of the report. There is a column called "Key results" that will tell you how many key results each person in the Leadership group owns.
What about looking for people who have too many or too few objectives? From the Ownership report, you can view by individuals and then sort the 'Total objectives' column ascending or descending to get the insights needed.
- Use the filters to check on specific groups and/or individuals to ensure objectives are moving right along.
- Headers for the Ownership report are below:
- Total objectives
- Current objectives
- Past due objectives
- Closed objectives
- Key Results
- Last seen
- You can also download a CSV or XLSX report of these fields to further sort and filter.
For more information on creating objectives, see these articles.
The Objectives Report: Alignment page looks very similar to your 'All objectives' and 'Objectives Status' pages. The difference is, we have auto filtered to only show you only the aligned objectives. Feel free to change the filter to show only 'unaligned' objectives.
As you view your Alignment report, are the objectives that are aligned accurate? Are there objectives that are unaligned that should be aligned? Self-development and some individual objectives may not need to be aligned, but it is recommended that the majority of department and company-wide objectives be aligned.
- Just as with the other Objectives reports, you can export aligned or unaligned objectives as a CSV.
For more information on aligning objectives, see this article.