Overview

The performance report gives you a high-level overview of the ongoing progress of your organization’s OKRs and tasks.


Prerequisites

To be able to view the report, you must be an administrator or have the Manage Data permission.


View the report

To view the Performance report, in the navigation pane, expand Reports and click Performance report.

The report opens. It contains the following:

  • OKR performance
    The average progress of OKRs

  • OKRs with no progress
    The number of OKRs that have 0 progress
    If you click View list, you can see all the OKRs with zero progress.
    You can click Ask for an update, which lets you send an email to the objectives’ owners.

  • Average confidence
    The average confidence level.

  • Progress by user
    The progress for each individual contributor.
    You can use the By Objectives and By Key results tab.

  • Progress by team
    The progress for each team and their team members

  • Progress by tag
    The average progress of OKRs tagged by each tag

  • Tasks
    The tasks count by task status


Filter the report

You can filter your report by the following:

  • Team
    To do this, click the team filter, select one or more teams, and click Apply selection.

  • Session
    To do this, click the session filter, select one or more sessions, and click Apply selection.


Customize the performance report

The performance report is an insightboard with predefined insights.

You can customize it by cloning it.

To do this, perform the following:

  1. In the navigation pane, expand Reports and click Performance report.

  2. In the upper-right corner, click Clone this insightboard.

  3. In the navigation pane, expand Insights and click Insightboards.
    You see the Performance report clone insightboard.

  4. You can edit the insightboard and its insights.
    For more information, see Insightboards and Create insights with SQL.

EXAMPLE: You may want to see OKRs with 70% or more progress. Add an insight or edit an existing one in your cloned report.

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