The Priorities dashboard displays completed vs. carried over priorities across your organization. Applying filters and reading the table, graph, and metrics tables gives you a scoped view of priority trends.
Before You Begin
- You must have access to Check-in reporting.
- Open the Priorities dashboard before following these steps. See for navigation instructions.
- Priority data only appears from submitted Check-ins. Drafts and current-period priorities do not appear until a Check-in is submitted.
Steps
- At the top of the dashboard, click the People filter.
- Select one of the five scoping options: By your org, By individuals, By direct reports, By hierarchy, or By group.
- Click the Check-in frequency filter.
- Select Weekly, Every other week, or Monthly to match the cadence you want to analyze.
- Click the Time frame filter.
- Select a preset — Last month, Last 3 months, Last 6 months, or Last 12 months — or enter a custom date range.
- Review the priorities graph, which defaults to the Priorities completed view.
- To switch views, click Priorities carried over in the graph header.
- Read the graph trend line and total percentage for the selected period.
- Scroll to the bottom of the dashboard to locate the Individual metrics table.
- Identify individuals with the highest and lowest priority completion rates.
- Locate the Group metrics table directly below Individual metrics.
- Identify groups with the highest and lowest priority completion rates.
People Filter Options
| Option | Shows data for |
|---|---|
| By your org | Your direct reports or full reporting 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 |
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| No data appears after applying filters | Check-ins may not have been submitted in the selected time frame | Widen the Time frame filter or verify that Check-ins were submitted (not saved as drafts) during that period |
| A person is missing from the People filter results | The person may not have a submitted Check-in on the selected frequency | Switch the Check-in frequency filter to match their actual cadence |
| Individual metrics table shows no completion rates | The filtered group may have zero submitted Check-ins | Confirm the group has active Check-in schedules and submitted at least one Check-in |
| Graph shows data but Individual/Group tables are empty | Filters on the tables may differ from top-level filters | Re-apply the People and Time frame filters and reload the page |
Not Covered Here
This article does not cover drilling into the Answers report or Metrics report, which open from the See all priorities and See metrics links on this dashboard.