User Insights

Engaging everyone with the company goals, and ensuring an optimal health status of OKRs is a surefire way of setting your organization up for success. Driving greater OKR adoption is a primary responsibility of OKR champions, and team managers. This calls for monitoring the OKR activity across every level of the organization — users and teams.

For OKR adoption metrics at a team-level, visit our page for information on Team Insights.

What is User Insights?

User Insights are reports of every user's OKR activity that helps OKR champions and team managers in understanding the OKR adoption at a user level. These reports will provide a quick glimpse of the user-level OKR adoption metrics for OKR champions to understand how every user has been engaging with their respective OKRs.

Navigating User Insights

Note: You will notice a new navigation menu added to the side navigation panel for Insights. You can navigate your way through User Insights and Team Insights by clicking on this newly added navigation menu.

To view User Insights reports, select Insights from the side navigation panel, and choose User Insights. You will land on a page that provides a summary section on top, followed by a data grid of each user’s OKR activity.

This data grid has two components, namely — Views and Filters. Multiple views are available on the top-left corner of the data grid (right below the summary section) for a more customized view of the reports.

There are nine predefined set of universal Views to slice and dice through the users’ OKR activity.

All users
Active users
Users with OKRs
Users with Not Started OKRs
Users without OKRs
Users with OKR check-ins
Users without OKR check-ins
Users with OKR check-ins in last 7 days
Users without OKR check-ins in last 7 days

Users with Not Started OKRs will provide the count of users who satisfy either of the following criteria:

Haven't made check-in on any of the owned objectives
Made a check-in with the status as Not Started on at least one owned objective

Note: Metrics that involve check-ins (Users with OKR check-ins, Users without OKR check-ins, Users with OKR check-ins in last 7 days, and Users without OKR check-ins in last 7 days) will provide the check-in count pertaining to the OKRs, and not to the projects associated.

Filters are available on the top-right corner of the data grid (right next to the Export button) that helps you in filtering the data based on the following criteria:

User status — Active, Pending, Provisioned, Deactivated, and Deleted
Manager — the drop down menu will provide a list of all the team managers
Team — this will provide a list of all the teams you can choose from
OKR status — Not started, On track, Behind, At risk, Closed, Postponed
Last login — you can filter users based on their login in the current time period

You can choose more than one status within each filter, and can apply as many filters as you want from the list of available filters. Filtering the data will help you in facilitating a narrowed-down analysis of the data.

Note: User Insights data will be updated once every three hours when there is an update on the OKR activity.

If you have people who report to you, you can view them all under a single tab — My direct reports. In this case, there will be two tabs on top of the summary section — All users and My direct reports.

Note: These tabs will be visible to only those who have direct reports.

Choose the time period on the right hand side of the report. The summary section will provide the cumulative numbers of the following, that will come handy for a high-level overview of the user engagement.

Active users
Users with OKRs
Users with OKR check-ins
Users with OKR check-ins in last 7 days

What are the metrics used for gauging users’ OKR adoption?

There are several metrics included in your report. Here’s a brief description of each metric.

User Profile Attributes

Name - User's profile picture & name
User role - Admin / Member of the organization
Current status - Active / Pending / Provisioned / Deactivated / Deleted
Manager - User's manager name
Teams - Comma separated list of teams that the user is a part of

User OKR Activity Metrics

OKR count - Total number of all the top-level objectives owned by the user
OKRs aligned - Total number of top-level objectives (owned by the user) with at least one parent
OKRs created - Total number of objectives created by the user
OKRs with check-ins - Total number of top-level objectives (owned by the user) with at least one check-in (either manual or automated check-ins from integrations)
Average progress - Average Progress (in %) of all the top-level public objectives owned by the user
OKRs by status - A bar chart displaying the status-wise split of all the top-level objectives owned by the user (On Track, Behind, At Risk, Closed, Postponed, Not Started)
Average score - Average Score (0-1) of all the top-level objectives owned by the user
Total OKRs - Total number of all the objectives and key results owned by the user
Total check-ins - Total number of check-ins made on all the objectives and key results owned by the user
Activity days - Number of unique days within the time period where at least one of the following activities have been performed by the user — Objective, Check-in, Comment.
Activation date - Date on which the user was created or invited
Last active - Date on which the user was active recently

Common Questions

1. Why are deleted and/or deactivated users showing in the count for Active Users?

If the user has been active at any given point of time within the stipulated time period, it will be reflected in the count for Active Users. The status filter (on the top-right corner of the data grid, next to the Export button) will render the count for Active and Pending users by default. The additional statuses that can be chosen are Provisioned, Deactivated, and Deleted.

2. Who can view the User Insights reports?

Users who have admin and team admin permissions can view the Team Insights reports. By default, the admins and team admins can access the reports. To change the access settings, navigate to the Admin page from the side navigation panel. Under the Insights Access section, choose to provide access for the admins, depending on your requirement.

3. Can I export the reports?
Only the admins can export the reports. On the top-right corner of the data grid, you will find an option to export the reports. A mail will be sent to the administrator for downloading the report.

4. Can I reorder the columns?

Yes, all fields in the User Insights data grid can be hidden and unhidden, sorted, and reordered as applicable.

How can I get User Insights enabled for my organization?

We are happy to onboard early adopters who would like to give this a shot. To get this feature enabled for your organization, please reach out to your Customer Success Manager, or write to us at [email protected].