Company dashboard

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.

dd.png

Let us see what all details this default dashboard is showing

Numbers at the top of the page

numbers.png

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 to keep an eye on how frequently numbers are growing in a certain period. 

Top company OKRs progress

top.png


In this section, at the top you can see the overall progress of top company OKRs. It shows the number of OKRs those are on track, lagging or at risk (for the OKRs those are in progress or ready status at top of the objective hierarchy ). The same data, can be seen with the chart with an overall percentage of completed OKRs. Please make a note that this data is only about OKRs (top ones in objective alignment/hierarchy) at company level.

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 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.

progress team.png

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 may OKRs are at risk, on track or lagging in each team. 

team conf.png

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 gadgets available to create custom dashboards.

gadgets.png

UpRaise OKR progress chart

This gadget will give a quick overview on 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 pogress

Description

Description about the gadget

View

  • Current prgress

  • 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

dgd1.png

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

DescriptionDescription

Description of the chart

Module

OKRs by default

Filter/views

OKR views from the dropdown

Statistic type

Different stastic types that basically attributes of OKRs

Progress, Status, Owners, Teams, etc.

pie chart.png

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.

tdgdgt.png

Create dashboards

Click on Create dashboard >> Enter Dashboard Name, Description, and Visibility.

dshbrd.png

Click on Add Gadget

add gdgt.png

Select the gadget of your choice. Fill in the details and save. You can 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.

On this page



In this section