My dashboard (before v3.9.6)

My dashboard is now merged with company dashboard on the Dashboards page. My dashboard provides analyzed data around logged in user's OKRs at all levels. Feedbacks stats, profile details and actions need to be taken on different forms. You can also view all your recent activities on this page. 


My OKR

Levelwise OKR chart  and overall progress details

Now you can view information of your OKRs at different levels. Depending on whether the user owns all levels of OKRs or just one/two (company, team, individual) a filter will be displayed at the top.



Depending on the selected level of OKRs, this section shows the overall average progress of OKRs at the selected level (Left side chart). A number of objectives user owns at the selected objective level and number KRs containing in those objectives. 



My punch-ins section shows number KR punch ins in each month. 


Prioritised OKR display for logged in user 

Above OKRs progress chart or OKRs list will display user's OKRs as below:

  • The system always displays ready for grading OKRs initially.
  • If there are no ready for grading OKRs then ready and in progress, OKRs are listed here.
  • If there are no ready for grading OKRs then scheduled ones are listed in OKRs section. 


Above priorities are set in the system so the user is always notified about the OKRs where immediate action is required & one can easily find out the current focus items. 

Other quick actions available for OKRs 

As the system shows the listview of objectives that count towards average in the above chart. Each objective will have some quick actions involved depending on different situations. Let us when you'd see these different actions.

  • Drill down - When the objective has KRs/alignments in it. 
  • Grade - When the objective is in ready for grading status & objective grading type is set to radio button or opinion scale. 



  • Punch in - When there are no KRs or alignments in the objective.



  • No actions available - If the user does not have permission to take any of the above actions. 

Drilled down view of an objective

As mentioned above, drill down action is available when you have some KRs and alignments available in objectives. Clicking on drill down action opens up the entire progress analytics of the objective. This view provides all information of an objective progress over the time. 



Look at the different sections highlighted with numbers in the above image. 

  1. Name of the drilled down the objective.
  2. .Current status of that objective
  3. Overall progress of the objective along with number of KRs of different types.
  4. List of KRs within objective along with details like KR progress, due date, status, etc. 
  5. The actual progress and ideal progress of the objective. 

Visual cues

Each visual cue on the dashboard has some meaning to make available data more meaningful. A few of the visual cues can be referred from the image below. 



  • Red up arrow - This objective is not contributing to any other objective.
  • Green up arrow - This objective is contributing to another objective.
  • Red down arrow - This objective does not receive the contribution from any other objective.
  • Green down arrow - This objective receives the contribution from at least one other objective.
  • Green calendar - Start date.
  • Red calendar - Due date.
  • All three green dots - The objective or key result was updated within < 7 days.
  • Two green dots - The objective or key result was updated within more than 7 days and less than 14 days.
  • One green dot - The objective or key result was updated within more than 14 days and less than 21 days.
  • One red dot - The objective or key result was updated within more than 21 days and less than 28 days.
  • Two red dots - The objective or key result was updated within more than 28 days and less than 35 days.
  • Three red dots - The objective or key result was updated more than 35 days ago.


  • We are working on enhancements in all of the sections on My dashboard page. Do let us know your suggestions via our service desk.
  • My OKR section features explained here are currently available only for server version. For cloud version check My dashboard for versions before v3.8.1.

My feedback

My profile section has been removed My dashboard page for now. We will update it once reimplemented.


This section lists downs all review/survey form where you are supposed to take some action or to respond. This section does not list down all your forms. Whenever you are supposed to take any action on a particular form it is easier to directly navigate to that form this section instead of searching it on my forms page.


My recent activities

Recent activities section shows your all activities within Employee Success. These activities are related to all core features of Employee Success. To check more activities click on show more button. These are your own activities and that is why if you click on the links from recent activities you will be taken to the respective page where actually you have taken some action.