How can we help you?

Purpose

This article helps you quickly move from the Overall Progress view to your team so you can spend less time clicking around and more time understanding performance.

Business Case

Most users land on Overall Progress at a company or portfolio level, but meaningful insights live at the team level. Clear, intuitive navigation reduces friction, lowers support requests, and helps users confidently explore outcomes, projects, financials, dashboards, and maturity all in one place.

Objective

After reading this article, you’ll be able to:

Find your team quickly using the left navigation

View team-specific results across all performance areas

Navigate smoothly between company-level and team-level views

Troubleshoot common visibility or access issues

Your Navigation Superpower: The Left Navigation

When you’re on Overall Progress, the left navigation is your shortcut to everything. Think of it as your control tower it shows exactly where your team sits in the organization.

How to Get There

Look to the left navigation panel.

Expand the hierarchy (Company → Portfolio → Team).

Click your team name.

What happens next?
The page instantly refreshes to show your team’s results across:

Outcomes

Projects

Financials

Dashboards

Maturity

No extra filters. No reloading. Just clean, focused insights.

Tip: If the numbers change when you click your team, that means you’re looking at team-specific data. You’re in the right place!

The Scenic Route: Start from the Company Level

Want to see the big picture before zooming in? You can also navigate to your team from the Company level.

Steps

1. Select Company at the top of the left navigation.
2. Click View All.
3. Choose the team you want to explore.

This approach is perfect for:

• Comparing multiple teams
• Moving from executive-level insights to team details
• Understanding how your team fits into the bigger picture

Troubleshooting: Why Don’t I See My Team?

If you don’t see your team in the left navigation, here are a few quick things to check:

• Permissions: You may not have access to that team. Contact your administrator to confirm your role.
• Hierarchy collapsed: Try expanding each level in the left navigation.
• Wrong level selected: Make sure you’re not locked into another team or portfolio view.
• Recent changes: If teams were recently added or updated, refresh the page.

Still stuck? If your team should be visible and isn’t, reach out to your system administrator for help.

In-App Walkthrough (Guided Tour Copy)

You can reuse the following text for an in-app tooltip or walkthrough:

Step 1 – Overall Progress

You’re viewing Overall Progress. Use the left navigation to explore performance by team.

Step 2 – Left Navigation

Expand the hierarchy to find your team. Click your team name to filter results.

Step 3 – Team View

You’re now viewing team-specific data across outcomes, projects, financials, dashboards, and maturity.

Step 4 – Company View (Optional)

Start from Company → View All to compare teams or drill down from a high-level view.

Summary

Getting to your team from Overall Progress is quick and intuitive. Use the left navigation to select your team directly, or start at Company → View All to drill down from the top. Once selected, all performance views automatically update giving you instant access to team-level outcomes, projects, financials, dashboards, and maturity insights.