Default dashboard
When user navigates to dashboards from the main/side menu. they land on a default dashboard if you have not created your custom dashboard.
Let us see what all details this default dashboard is showing
Numbers at the top of the page
This section shows you a total number of a few attributes, like total active users within UpRaise, total objectives at all levels, total key results, total feedback messages exchanged, and total forms within the system. One can get a clear idea of how efficiently the organization is using the system as well as keep an eye on how frequently numbers are growing in a certain period.
Top company OKRs progress
At the bottom in the image above you can see numbers. Total number of company objectives at the top level. Total number of KRs against those objectives and how many of these objectives are aligned at the same or lower level.
View all link takes you to the company OKRs on the browse OKRs page. Mouse over at the top right corner of the section to refresh or minimize this section.
Team OKRs
In team OKRs section, there are two different views i.e. progress view and confidence view.
Progress view
In this view, one can see the overall progress of team-level goals across the company. Mouse over on the progress bars and you will see the average progress of all OKRs assigned to that specific team.
Mouse over at the top right corner of the section to refresh or minimize this section. This section is handy for comparing progress made by different teams on their respective team OKRs.
Confidence view
In this view, one can see the confidence statuses of team OKRs across the company. Once you hover over each bar in its different color sections you will be able to see how many OKRs are at risk, on track, or lagging in each team.
Custom dashboards
Based on what you want to track and showcase on dashboards, UpRaise allows you to create custom dashboards using OKR gadgets. Let us see what all gadgets are supported and how to create dashboards.
Supported Gadgets
Currently there are three gadgetsCustom dashboards
Based on your tracking and presentation preferences, UpRaise enables you to craft personalized dashboards utilizing various gadgets. You have the flexibility to include same gadgets across multiple times on multiple custom dashboards, generating diverse statistics for OKRs or company directory modules.
These tailored dashboards can be set as either private or public, depending on the specific data and charts you wish to display.
Supported Gadgets
Currently below listed gadgets are available to create custom dashboards.
UpRaise OKR progress chart
This gadget will give a quick overview of progress of multiple OKRs like current progress, or progress over weeks, months, quiarters.
Fiels
Possible values
Description
Name
Name of the gadget
My OKR gadget
Team’s weekly progress
Description
Description about the gadget
View
Current progress
Week over week
Month over Month
Quarter over quarter
Select one of the given progress view
Level
Objective level
Select relevant objective level based on use case
Status
Objective statuses like Ready, In progress, Scheduled, Closed, etc.
Objective cycle
Objective cycle available in the app
UpRaise Pie Chart
This gadget generates pie charts based on different OKR views created on browse tab and statistic type.
Fields
Possible values
Description
Name
Name of the chart
Description
Description of the chart
Module
OKRs and Company directory
One can select one module at a time and add another gadget on dashboard for the same or different module
Filter/views
OKR views or User segments based on what module is selected
It shows the OKR views in drop-down if OKR module is selected. User segments are listed when Company directory module is selected.
Statistic type
Different statistic types that are basically attributes of OKRs/company directory
Progress, Status, Owners, Teams, etc. for OKRs module.
UpRaise role, Manager, Designation, etc. when company directory module is selected.
OKR module
Company directory module
UpRaise ToDo
This gadget is for a To Do list. This shows the to do’s related to OKRs. You can dismiss the To do item once you have taken the necessary action.
Create dashboards
Click on Create dashboard >> Enter Dashboard Name, Description,and Visibility.
Click on Add Gadget
Select the gadget of your choice. Fill in the details and save. You can add multiple gadgets on one dashboard. For example, you create a pie chart for different statistical types or you want to create OKRs charts based on different durations types like weekly, monthly, etc. | Child pages (Children Display) | ||
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