The Metrics report shows priority completion rates, carryover trends, and Check-in behavior for individuals and groups. Download it as a CSV or XLSX for offline analysis.
Before You Begin
You must have access to Check-ins reporting.
The Priorities Dashboard must be open. See for navigation steps.
Only submitted Check-ins appear in this report. Drafts and current-period priorities are excluded.
Steps
On the Priorities Dashboard, scroll to the Individual metrics or Group metrics table at the bottom of the page.
Click See metrics at the bottom of either table.
Apply the People, Check-in frequency, Time frame, or Priority status filters to narrow results.
Open the View by filter in the top-right corner of the report.
Select Individual or Group type.
Click Download.
Select CSV or XLSX.
Exported Fields
When viewing by Individual
Field
Description
Name
Employee's full name
Reviewer
Name of the assigned reviewer
Priority completion rate
Percentage of priorities marked complete
Carry over rate
Percentage of priorities carried into the next period
Avg priorities per Check-in
Mean number of priorities per submitted Check-in
Check-ins submitted
Total Check-ins submitted in the selected period
Check-ins reviewed
Total Check-ins reviewed in the selected period
Due day
Scheduled submission day
Check-in frequency
Weekly, every other week, or monthly
Avg Pulse
Average Pulse score across submitted Check-ins
Last seen
Date the employee was last active
Employee email
Employee's email address
When viewing by Group
Field
Description
Group
Group name
# of people
Number of members in the group
Priority completion rate
Percentage of priorities marked complete
Carry over rate
Percentage of priorities carried into the next period
Avg priorities per Check-in
Mean number of priorities per submitted Check-in
Check-ins submitted
Total Check-ins submitted in the selected period
Check-ins reviewed
Total Check-ins reviewed in the selected period
Avg team pulse
Average Pulse score across the group
If Something Goes Wrong
Issue
Check
Fix
See metrics link is not visible
Confirm the Priorities tab is active, not the main Check-ins dashboard
