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Overall Performance

Choose Overall Performance to see a high-level overview of progress. Company Admins can click the Edit button in the upper right corner of the image to update this to an image representing the company that all your company's users will see. An AgilityInsights image is placed here by default. 

Outcomes

The Outcomes view displays the progress on objectives and key results for the level you selected in the left navigation, and that level's sub-teams. Annual or Quarterly Objectives can be viewed, as well as their Key Metrics.

In each team box on the tab, you can see a progress bar and count for outcomes cards in the Card View for the team level selected in the left navigation and that team level's sub-teams. As a reminder, 3-year, 1-year, and Quarterly Outcomes are the default names but your company may have renamed them to something else.

Company Level

When the company level is selected in the left navigation, the top box will represent Overall Strategy Progress, which is an average of progress from 3-year outcomes, 1-year outcomes, and Projects from all teams across the company, based on the weights given to them using the weight button in the upper right corner. Also included are Strategic Objectives, which are the 3-year outcomes, and KPIs, which are the Key Metrics listed on the 3-year outcomes cards. The Overall Strategy Progress box is only available at the company level. 

The weight icon is only accessible by Company Admins.

In the Overall Strategy tab, you can change the default weights for the components that feed the Overall Strategy Progress percentage. 

• Strategic KPI Progress looks at the 3-year outcome cards at the company level and the progress of the related Key Results.
• Annual KR Progress looks at the 1-year outcome cards at all team levels across the company and the progress of the related Key Results.
• Project Progress looks at the progress for all Project cards at all team levels across the company.
• Quarterly outcomes and their related Key Results are not currently included.

In the Objectives tab, you can set the weights of the KPIs (Key Results) for the 3-year outcomes cards that drive the Strategic KPI Progress calculation. 

Team Levels

Each box below the company level box represents the sub-teams that roll up to the company level. In those team boxes, you'll see a progress bar and count for the Annual Objectives for the team (which are called Annual Outcomes in the Card View), and the Key Results for those Annual Outcomes that are divided into impact metrics, which have the green symbol, and leading indicators, which have the grey symbol.  

You can change the dropdown on the right side of the tab to Quarterly Objectives and see the same information for the teams, but you will see a progress bar and a count for the Quarterly Objectives (which are called Quarterly Outcomes in the Card View) for the team and the related Key Results instead.

All Levels

To see more details, you can click on the progress bars for Strategic Objectives, KPIs, Annual Objectives, Key Results and Quarterly Objectives to open a modal relating to those items.

Outputs/Projects 

The Outputs/Projects view displays the progress on Projects/Initiatives, Deliverables and shows a list of Obstacles. 

In each box on the tab, you can see a count of and a summary of the progress for all Initiatives, Deliverables, and Obstacles in the Card View for the team level selected in the left navigation and that team level's sub-teams. Your company may have updated the words Initiatives and Deliverables to something different. 

To open a modal showing you details for each item, click on each progress bar for Initiatives, Deliverables, and Obstacles.

You can also hover over the information icon at the end of the Obstacles row to see the status of each included Obstacle. 

The Project View shows a list of all Initiatives/Projects with their overall progress. You can expand each item to see the sub-projects and deliverables under it - these are usually quarterly milestones. 

Labels such as "Project," "Initiative," and "Epics" can be customized to fit the company's standards. 

Financials

The Financial view shows you, for the level you selected in the left navigation, the Financials on the Initiatives or Projects cards. 

There is a Total Current Spent progress bar at the top, and a graph representation is also displayed for Target vs. Current Spent. 

The Financial grid will link directly to the Project card, and give the status, budget, actual spending, over/under budget, remaining budget, health, and end date of the Project's Financials. 

The grid columns can be filtered, sorted in ascending or descending order, with additional column selections available. 

Maturity

The Maturity tab offers an intuitive way to navigate and analyze organizational maturity metrics. Relevant data from the selected radar will show, including Growth Items count and progress.