What to expect
The Executive Dashboard offers a visual overview of the performance in your organization. You will get a direct understanding of how the units and their teams are progressing. Firstly, aggregations allow you to monitor the organization's performance at a glance. Secondly, a treemap highlights the areas which require your attention or are off-track when it comes to achieving your desired goals. Additionally, information on all individual OKRs is presented, including their progress and confidence level that the goal will be achieved by the end of the cycle. This is presented along with the change in the past two weeks. Lastly, progress aggregations for each label and team is calculated.
Why use it
Since the success of the OKR methodology is highly dependent on the continuity of its execution, this dashboard offers a high-level visual reporting opportunity. You can show the progress and confidence level of the OKRs at any organizational level. Being aware of the status of these metrics and knowing how to report them is necessary to support and motivate teams to continue working towards their Objectives and to allow for better planning in subsequent cycles.
When to use
This overview of the Strategy Execution Report is relevant during the execution phase of the OKR process. It should be used to present to the leadership a high-level overview of how a specific area is progressing. Additionally, it should serve as a retrospective tool at the end of the cycle.
Organizational Aggregations
The aggregations at the top of the Executive Dashboard are the fastest way to get an understanding of the current performance in the organization. In addition to progress and confidence level, all OKRs are classified into one of three groups. OKRs on-track are expected to be at least 70% completed by the end of the cycle. OKRs that require your attention are heading towards a 30% to 70% completion rate. Lastly, OKRs are labeled as off-track if the completion is predicted to be lower than 30%. For non-stretch goals, this 70% threshold value can be determined as 100% in the 'Status filter' and status can be determined with the same logic.
Progress & Confidence Level of OKRs
This section shows the progress information of each individual OKR. This includes the current confidence that the team will complete the Objective at the end of the cycle. Additionally, the change in the past two weeks is shown.
Aggregation per Label
Since you can add a label to each defined Objective, this section allows you to see the aggregated progress of all OKRs with a specific label.
Aggregation per Team
Lastly, this view shows the aggregated team progresses, in addition to the changes in the past two weeks.