The Priorities Dashboard and its associated reports give Account admins and Managers visibility into priority completion rates, carryover trends, and Check-in behavior across individuals and groups. This article describes the dashboard structure, available filters, and available reports. For step-by-step instructions, see the linked articles in What You Can Do below.
Access requirements:
- Available on Perform, Legacy Focus, and Total Platform pricing packages.
- Account admins see all quantitative data and qualitative data only for people whose Check-ins they have permission to view.
- Managers see quantitative data and qualitative data only for people whose Check-ins they have permission to view.
Feature Structure
Priorities Dashboard
The Priorities Dashboard is accessible from Insights Dashboard > Reports > Check-ins > Priorities. It contains three sections:
- Filters — narrow data by People, Check-in frequency, and Time frame
- Priorities table and graph — shows completed vs. carried-over priority trends over the selected period
- Individual and Group metrics tables — shows which individuals and groups have the highest and lowest priority completion rates
Filters
People — filters by one of five scopes:
- By your org — your direct reports or full hierarchy
- By individuals — any individual employee across the organization
- By direct reports — a specific manager's direct reports
- By hierarchy — all employees reporting up to a specific person
- By group — all employees within a specific group, organized by group type
Check-in frequency — narrows results to priorities from Check-ins submitted on a specific cadence: weekly, every other week, or monthly.
Time frame — filters to Check-ins submitted within a date range. Preset options: last month, last 3 months, last 6 months, last 12 months. A custom date range is also available.
Priorities Table and Graph
The table and graph display two views:
- Priorities completed — trend and total percentage of priorities marked complete over the selected period
- Priorities carried over — trend and total percentage of priorities carried over during the selected period
Click See all priorities in either view to open the Answers report.
Individual and Group Metrics Tables
These tables identify which individuals and groups have the highest and lowest priority completion rates. Click See metrics at the bottom of either table to open the Metrics report.
Available Reports
Answers Report
The Answers report contains priority completion data for each employee, including completion percentage and individual priority status.
Filters available: People, Check-in frequency, Time frame, Priority status
Sort options: Reporter name, highest completion rate, lowest completion rate
Download formats: CSV or XLSX
Downloaded fields: Name, Reviewer, Date submitted, Priority status, Carried over from last week (true/false), Carried over to next week (true/false), Linked Objective, Priority status comments, Employee email
Metrics Report
The Metrics report shows priority usage across individuals and teams, including completion rates, carryover trends, and Check-in submission behavior.
Filters available: People, Check-in frequency, Time frame, Priority status
View by: Individual or group type
Download formats: CSV or XLSX
Downloaded fields — by Individual: Name, Reviewer, Priority completion rate, Carry over rate, Avg priorities per Check-in, Check-ins submitted, Check-ins reviewed, Due day, Check-in frequency, Avg Pulse, Last seen, Employee email
Downloaded fields — by Group: Group, # of people, Priority completion rate, Carry over rate, Avg priorities per Check-in, Check-ins submitted, Check-ins reviewed, Avg team pulse
What You Can Do
Access and navigate
Filter and analyze
Download reports
Related Check-in tasks
- Access and navigate the Submitted Check-ins report
- Track manager review rates using the Reviewed Check-ins report
- Access the Check-ins Questions Dashboard
- Configure Check-in tool settings (Pulse, Priorities, High Fives, Attachments)
Key Rules
- Priority data appears only from submitted Check-ins. Drafts are excluded.
- Account admins see all quantitative data but only qualitative data for people whose Check-ins they have permission to view.
- Managers see only data for people whose Check-ins they have permission to view.
- The Priorities Dashboard is available on Perform, Legacy Focus, and Total Platform packages only. If Insights Dashboard does not appear in your navigation, your pricing plan or access level does not include this feature.