Overview

Gtmhub process reports provide insights that describe how effectively your organization is at running the OKRs process.


Prerequisites

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


View the report

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

The report opens. It contains the following:

  • Total number of objectives
    Total number of key results

  • Number of manual vs dynamic key results

  • Key result updates by week (updated vs not updated)
    The activity displayed is over a trailing 12-month period.
    Hover over a bar to see the number of key results updated vs not updated. The graph includes automated updates (counted as 1 for the time period even if there are automated updates every hour)

  • People without objectives and without key results
    Click the envelop to send an email to the employee.

  • People that do not own anything
    List of objectives with zero or one key result.
    Click the envelop to send an email to the objective owner.

  • Objectives with too many key results – 5 or more.


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 progress report

The progress 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 Progress report.

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

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

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

EXAMPLE: Your OKRs framework may involve team-only owned OKRs. You can customize the insights for People without objectives, People without KRs, and People without ownership to reflect reams. Or you may want to define Objectives with too few KRs or List of objectives with too many KRs differently.

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