Insight displays the consolidated progress of the users of the selected teams.

Note: Insight does not display the details for the user who are not part of any team.

To View Insights for Users:

  1. From the Vertical Menu Bar, click Insights.

  2. From the All Team drop-down list, select the checkboxes of the teams that you want to select.

  3. Select the appropriate period.

  4. Do the following in the order listed:

    1. Click the arrow button of Select Teams, select Teams.
      By default, if you are part of single or multiple teams, then your associated teams are already selected.

    2. In the Select Team screen, select the checkboxes of the teams that you want to view.
      Note: If you select a child team without selecting its parent team, instead of right tick mark, a minus tick mark is displayed in the checkbox of the associated parent team.

    3. If you want that details of each child team of the selected team must also be displayed, enable Include sub team.

      Note 1: If you do not want a specific team, remove its check box. Or, click Clear to remove all the selected teams.

      Note 2: If you want to view the details of your associated teams only, click the arrow button of Select Teams, select My Teams.

  5. Click the User Insights tab shows the details associated with the users of the selected teams.
    The following parameters are displayed related to the users.

    • Average Progress: Indicates that the average of overall progress.

    • User Status: Indicates the number of users, and number of users who has OKRs and does not have OKRs.

    • User progress with OKRs:

      Number of users in each of the following OKR progress status:

      • 0.0 to 0.3 (denoted by red colour)

      • 0.4 to 0.6 (denoted by orange colour)

      • 0.7 to 1.0 (denoted by green colour)

    • Check-in status with OKRs: Displays the number of users where check-ins of OKRs have started. It also displays the number of check-ins in the last 7 days and the last 14 days, and number of OKRs which were never checked-in.

  6. (Optional) Click the arrow button of All to select one of the following options:

    • Users with OKRs: To view only those users who own OKRs.

    • Users without OKRs: To view the users who does not own any OKR.

    • Users with check-inns: To view the users who have checked-ins at least one of their OKRs.

    • Users without check-ins: To view details of the users who have not checked-any of their OKRs.

    • Users with Non-Started OKRs: To view details of the users whose check-ins of at least one OKR is not started yet .

    • Users with At-Risk OKRs: To view details of the teams users who have at least one OKR with At-Risk status.

    • Users with Behind OKRs: To view details of the users who have at least one OKR with Behind status

    • Users with On-track OKRs: To view details of users who have at least one OKR with On-Track status.

    • Users with Closed OKRs: To view details of users who have at least one OKR with Closed status.

  7. As per the option selected in the above step, the grid shows the following details of each team:

    1. User name: Name of the user.

    2. Manager Name: The reporting manager of the user.

    3. Average Progress: The average OKR progress of the user.

    4. Objective by progress: The number of objectives in each of the following progress level:

      • 0.0 to 0.3 (denoted by red colour)

      • 0.4 to 0.6 (denoted by orange colour)

      • 0.7 to 1.0 (denoted by green colour)

    5. Objective count: The number of objectives.

    6. Objectives by status: The number of objectives in each progress status.

    7. Last check-in: The last time when the user checked-in any OKR.

  8. (Optional) Click Export OKRs to export the list of associated OKRs
    A file called User_insights is downloaded.

The excel file contains the same details as specified in the above step 7.

1.Insight summary and Grid view details

2.Drill down filter :

3.Select Teams for team members to appear :

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