The Business Review Report empowers organizations to make data-driven decisions with real-time insights, streamline strategy cycles, and ensure alignment across teams. By automating data collection and offering comprehensive performance analysis, the report reduces administrative effort and enhances strategic adaptability, helping businesses execute their strategies more effectively.
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What to Expect
The Business Review Report is designed to help your organization:
- Make Faster Decisions: Access comprehensive insights that facilitate quicker, high-impact decision-making.
- Streamline Data Management: Automate data collection on KPIs and goals to reduce administrative effort and minimize errors.
- Enhance Performance Evaluation: Analyze lead indicators to effectively assess performance against strategic goals.
- Foster Continuous Alignment: Establish a feedback loop between strategy and execution to keep teams engaged and aligned.
When to Use It
The Business Review Report is most effective when used as part of your regular quarterly or annual business reviews. It is particularly valuable for:-
Strategic Review and Alignment:
Use the report during Annual Business Reviews (ABRs) or Quarterly Business Reviews (QBRs) to assess the alignment of KPIs and OKRs with your business’s strategic goals, ensuring that all efforts are focused on the most critical priorities. -
Identifying Areas for Improvement:
Before kicking off a new cycle, leverage the report to identify any misalignments or gaps in support, allowing you to address these issues proactively and optimize team performance. -
Supporting Informed Decision-Making:
Regularly review the report to stay informed on the latest data and trends, enabling upper management to make timely, evidence-based decisions that drive the business forward.
Filters in this report
Sections of the Business Review Report
1. Overview
The Overview section offers a snapshot of the business’s current landscape, highlighting key achievements and addressing any challenges - all in one, unified view. This section serves as a foundation for understanding the overall direction and performance of the org unit, setting the stage for more detailed analysis in the subsequent sections.
This report section consists of Strategic Elements (SEs), Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs). The current statuses of KPIs and OKRs are presented alongside color coding for easy identification.
The Strategic Element section displays the first four Strategic Element for the relevant team and the selected Strategic Element Type. If there are more than four Strategic Element, you can navigate through them using the pagination feature found in the upper right corner.
You can manage the coloring of the Actual values in the OKR section using the filters located in the upper right corner of the interface. The available options include:
- Confidence Level
- Progress
The OKR section displays the first six Objectives for the relevant team. If there are more than six Objectives, you can navigate through them using the pagination feature found in the upper right corner.
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2. Strategic Elements (SEs)
This section gives a status-based overview of the organization’s Strategic Elements and how they connect to execution through KPIs, OKRs, and Initiatives.
Strategic Elements are the high-level components of long-term direction—such as Mission, Vision, Strategic Capabilities, or other focus areas defined in the Strategy Hub. They ensure that all operational work is aligned to a clear strategic intent.
In this view:
- Each row represents a strategic element (e.g., Digital Transformation & Innovation, Global Expansion & Market Leadership etc).
- Columns show the number of linked KPIs, OKRs, and Initiatives, grouped by their current status:
- KPIs: On Track, At Risk, Off Track
- OKRs: On Track, At Risk, Off Track
- Initiatives: Not Started, In Progress, At Risk, Completed, Failed
Key Features:
- OKR Count Display – Adjust how OKRs are counted (e.g., by Confidence Level, Progress based on 70% benchmark, Progress based on 100% benchmark) to match the needs.
- Color-coded status indicators make it easy to see where progress is on track and where attention is needed.
This section displays the first ten SEs for the relevant team and the selected Strategic Element Type. If there are more than ten SEs, users can navigate through them using the pagination feature found in the upper right corner.
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3. Key Performance Indicators (KPIs)
In the KPIs section, you’ll find detailed metrics that track your progress against strategic goals. This data is automatically aggregated and provides a clear picture of our performance, allowing for quick identification of areas that require attention.
The dashboard displays the first 9 Key Performance Indicators (KPIs) on each page. If there are more than 9 KPIs, users can navigate to view additional KPIs using the pagination feature located on the right side.
The Trend column allows users to compare the current KPI value against historical values from 1, 2, 3, 6, or 12 months ago. This comparison highlights the changes in performance over the selected timeframe.
The Development column shows the KPI's actual, target, and forecast values over time. It reflects changes from the start of the cycle year to the present date, providing a clear view of progress and performance.
The Comment column displays any comments entered during the last status update for the respective KPI. This section provides context and additional information regarding the KPI's current status and performance insights.
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4. Objectives and Key Results (OKRs)
This section focuses on your strategic objectives and the measurable results that indicate progress. By maintaining a continuous feedback loop between strategy and execution, this section ensures that all teams remain aligned and focused on what matters most.
In the selected cycle, each team's Objectives and Key Results (KRs) are displayed on a single page. If there are multiple OKRs, users can navigate to view additional OKRs using the pagination feature.
This Trend column allows users to compare the current KR value against historical values from 1 week, 2 weeks, 3 weeks, 1 month, or 3 months ago. This comparison highlights the changes in performance over the selected timeframe.
The over time graph displays the changes in either Progress or Confidence Level throughout the lifecycle of the Objective, based on the user's selection. This visual representation helps users understand how the KR has evolved over time.
This Comment column displays any comments entered during the last status update for the respective KR. It provides context and additional information regarding the KR's current status and performance insights.
The Initiatives column lists any initiatives linked to the KR, helping users see the specific actions or projects associated with each Key Result.
The KR table displays the first 5 Key Results (KRs) on each page. If there are more than 5 KRs, users can navigate to view additional KRs using the pagination feature located on the upper right corner.
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5. Initiatives
The Initiatives section outlines the major projects and programs that support your strategic objectives. These initiatives are tracked in real-time, with updates that ensure stakeholders are informed and engaged.
6. Notes
The Notes section is a centralized repository for all notes (Impediment, Risk, Decision, Achievement, Learning, Comment, Question.) whether they originate from KPIs, OKRs, or Initiatives. By consolidating items such as impediments, achievements, learnings, decisions, and open issues in one place, this section provides a comprehensive overview of the organization’s current challenges and successes.
In the Notes section, you can:
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Quickly Identify Action Items
Spot impediments, open risks, and pending decisions that require immediate attention. -
Recognize Achievements and Learnings
Document important milestones and lessons learned to share best practices across teams. -
Track Overall Progress
Monitor the status and resolution times of critical items, helping you gauge organizational responsiveness and efficiency.
The top portion of the Notes section displays high-level metrics such as total notes, the number of unresolved impediments, and average time to resolve. This summary helps you understand at a glance the volume of notes and any emerging bottlenecks.
To explore all available notes in greater detail, simply click Explore All Notes. This action opens the Notes Detail Page, where you can view, filter, and manage the notes more comprehensively.
6.1. Notes Detail Page
When you select Explore All Notes in the Notes section, you are taken to the Notes Detail Page.
This page provides an in-depth view of all items recorded as notes, enabling more granular analysis and management. Key features of the Notes Detail Page include:
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Comprehensive List View
- Each note is displayed with attributes such as Type (e.g., Impediment, Achievement, Learning), Owner, Cycle, Team, Resource Type, and Note Type.
- A high-level status indicator (e.g., Open, Resolved) helps you quickly see which items need further action.
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Filtering and Sorting
- Use the filters at the top of the page to narrow your focus by time frame, team, status, or any other available categories.
- Sorting options allow you to prioritize notes by date, type, or resolution status, ensuring you can easily locate the most critical items.
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Performance Metrics
- Columns such as Avg Time to Resolve or Time Open help you measure how quickly your organization addresses issues.
- This data offers valuable insights into process efficiency and highlights areas that may need improvement.
By consolidating all notes into a single, detailed view, the Notes Detail Page empowers you to manage and act on insights more effectively. Whether you need to follow up on an unresolved impediment or highlight a key learning for the next review cycle, this page provides the necessary tools and visibility to keep your organization aligned and responsive.
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