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Performance Management Dashboard

The Performance Management Dashboard is your central hub for managing, tracking, and optimizing employee performance across your organization. This user-friendly platform is designed to foster continuous feedback, streamline goal-setting, and provide actionable insights into team and individual progress. Within this dashboard, you’ll find key sections tailored to enhance your performance management experience, including tools for setting objectives, tracking progress, conducting evaluations, and generating reports. Each section is crafted to align with organizational goals, empowering leaders and employees to stay on top of their performance journey. Explore the sections below to make the most of your dashboard and drive meaningful results.

Your Objectives

‘Your Objectives is your personal dashboard for tracking progress on all OKRs. It provides a real-time snapshot of how you’re advancing toward your key goals. Status indicators — such as On Track, At Risk, and Needs Attention — offer clear visual cues to help you prioritize actions effectively. This feature empowers you to monitor achievements, address challenges early, and stay aligned with organizational goals. With the ability to easily update and add objectives, you can ensure your focus remains on what matters most.

Feedback

Access feedback you’ve received, given, or pending action. Use the ‘Give Feedback’ or ‘Request Feedback’ buttons to manage feedback exchanges.

Needs Attention

The Needs Attention section highlights objectives that require urgent focus or action, helping you address potential challenges promptly. By providing visibility into areas at risk or falling behind, this feature empowers you to take proactive steps, allocate resources effectively, and maintain alignment with your goals. It is an essential tool for staying on track and ensuring consistent progress, even in the face of competing priorities.

My OKRS

The Status indicator reflects the combined progress of all OKRs, with each one’s contribution weighted based on its importance. The progress of each OKR is calculated by averaging the status of its key results (KRs). Once the status of each OKR is determined, it is multiplied by its assigned weight to calculate the overall status.

 

MeasuresCurrent Status(Current State – Start State) / (Target State – Start State)Status
Individual OKR-AKR1Revenue from $0k to $100k60k60 – 0 / 100 – 060%
Weightage 40%KR2Achieve SOC-2 Y/NN0%
KR3Achieve ISO-27001 Y/NY100%
OKR-A Status (Average of the above KRs)53%
Individual OKR-BKR1Reach NPS from 30% to 90%45%45 – 30 / 90 – 3025%
Weightage 60%KR2Close from 0 to 10 Deals33 – 0 / 10 – 030%
OKR-B Status (Average of the above KRs)22.50%
Overall OKR Status of Employee(OKR-A Status * OKR-A Weightage) + (OKR-B Status * OKR-B Weightage)
53% * 40% + 22.5% * 60%43.82%
This weighted status calculation provides a comprehensive view of performance by factoring in the relative importance of each OKR. The total is the sum of the weighted contributions from each OKR, offering insights into progress toward your key objectives.

Not Updated

This metric shows the percentage of objectives that have not been updated within the designated timeframe. This serves as a reminder to regularly revisit and refresh your OKRs to ensure accurate tracking of your progress. Consistently updating your objectives reflects your commitment to goal achievement and provides stakeholders with clarity on your progress. Keeping your objectives current promotes transparency and helps you stay aligned with your priorities.

Off Track

This metric highlights objectives where progress is behind expectations. This is determined by comparing the Work Progress % with the Elapsed Time: if Work Progress % is less than Elapsed Time, the objective is flagged as off track. When objectives fall behind, this metric serves as an alert to prioritize and take immediate corrective action. Use this information to realign objectives, ensuring they remain on course and contribute effectively to your overall success.

Aligned to Company

The ‘Aligned to Company’ metric quantifies how closely your objectives support the organization’s strategic goals. It calculates the percentage of inherited company, team, or manager goals, in respect to their corresponding progress, that align directly with these objectives.

To determine this metric:
• Multiply each inherited goal’s weight by its progress to get the Total Weighted Progress for each goal.
• Sum up the Total Weighted Progress for all inherited goals.
• Divide this sum by the total weight of all goals.
• Express the result as a percentage.

Here’s a sample computation:

Alignment Score (%)∑(Weight of aligned/inherited Goal * It’s Progress)
∑(Weight of All Goals)
OKRWeightAlignment Progress (%)Weighted Progress
OKR A (inherited company goal)10%100%10%
OKR B  (inherited team goal)5%80%4%
OKR C (Inherited from Mgr.)25%20%5%
OKR D (Induvial/personal)25%50%13%
OKR E (Induvial/personal)35%50%18%
Total Weightage of All Goals100%
Alignment Score (%)19%
**Aligned OKRs are in Red

 

Company Goals

This section provides an overview of the organization’s high-level strategic objectives. By reviewing these goals, you can better align your personal and team objectives with the company’s priorities, fostering a shared sense of purpose. This alignment ensures that your efforts are directly contributing to the organization’s success. Use this feature to stay informed about strategic priorities and ensure your objectives are focused and impactful.

Team Goals

The ‘Team Goals’ section provides an overview of your team’s collective objectives, offering insight into shared priorities and collaborative efforts. By reviewing these goals, you can ensure that your individual OKRs align with the broader team vision. This feature promotes a collaborative environment where everyone is focused on common goals, driving success and strengthening team cohesion.

Inherit OKR from your Manager

Anytime you inherit an OKR from your Manager, that OKR should be considered to align with the company’s strategic goals.

 

Creating your OKRs

Measure Progress Method

Measure Progress Method allows you to choose how progress for each OKR will be tracked. You can select from various measurement types, including percentages, numerical values, or other applicable metrics that best fit the objective. This flexibility ensures that progress is captured in a way that accurately reflects the nature of the goal, providing clearer insights into performance and making it easier to monitor progress over time.

Maximum

Maximum field defines the highest achievable outcome for this OKR. By setting a maximum target value, you establish a clear benchmark for success. This helps you measure progress towards the goal and provides a clear understanding of the ultimate desired result. The maximum target ensures that objectives are ambitious yet attainable, guiding efforts toward optimal performance.

Due Date

Due Date field allows you to set a specific deadline for completing your OKR. This ensures that progress is tracked within the required timeframes and helps you align your objective with project or organizational schedules. Setting a clear due date provides a sense of urgency and aids in maintaining focus on timely goal completion.

Type

Type lets you define whether the OKR is individual or part of a team effort. This classification helps to streamline tracking and accountability, ensuring that individual contributions and team objectives are clearly differentiated. Choosing the correct type provides better clarity on who is responsible for each objective and how progress should be measured.

Weightage

The ‘Weightage’ field allows you to assign a relative importance to each OKR by setting a weight. This weight can be in percentages or other scales, reflecting how significant this objective is compared to others. Assigning appropriate weightage helps prioritize goals, ensuring that resources and efforts are allocated based on their importance in achieving overall success.

Visibility

The ‘Visibility’ setting lets you determine who can view the OKR. Selecting ‘Public’ makes the OKR accessible to all stakeholders, fostering transparency and collaboration. Choosing ‘Private’ restricts access to specific users, providing a more confidential setting for sensitive or personal objectives. This ensures that OKRs are visible only to those who need to be involved.

Adding Key Results

The process and attributes of Key Results align closely with those of OKRs. However, Key Results can be further detailed through a set of Initiatives or Tasks, providing a more granular breakdown.

The Initiatives section serves as a roadmap for execution, allowing you to outline the key actions, projects, or tasks required to achieve the OKR. These initiatives break larger goals into actionable steps, ensuring focused efforts and clear direction.

By defining these specific actions, you create a structured plan to guide progress, making it easier to track milestones and stay aligned with the overarching objectives.