OKR success depends on adoption from every level of employee, and ensuring this adoption is the responsibility of the OKR Champions & Team Managers.

In this Article:

  • What is User Insights?
  • Navigating User Insights
  • Common Questions

What is "User Insights?"

Since many of our customers have been requesting OKR activity metrics, we are launching the BETA version of a new feature called 'User Insights.' This feature provides a quick glimpse of User-level OKR adoption metrics.

To enable User Insights in your organization, please talk to your Customer Success Manager or send an email to [email protected].

Navigating User Insights

To view Insights Report, navigate to the sidebar and select "Insights". Once there, you’ll see something like this:

Note: User Insights data will sync every one hour

Summary

The summary section will show you a snapshot of below three views:

  • Total active users
  • Users with OKRs
  • Users with check-ins

You can filter your report by time period, and we have five predefined sets of filters to understand user engagement:

  • Total active users
  • Users with OKRs
  • Users without OKRs
  • Users with check-ins
  • Users without check-ins

Common Questions

How to view the engagement report?

If you click on the filters present below the summary section, the respective user engagement reports will be generated.

Who can access the User Insights report?

Users who have admin permission can view the User Insights reports.

What’s included in your User Insights report?

There are several metrics included in your report. Here is a brief description of each one:

User Profile Attributes

  • Name - User Profile pic & Name
  • 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

  • OKRs owned - Total no. of public objectives owned by the User
  • OKRs aligned - No. of Objectives (owned by the user) with at least one parent 
  • OKRs with check-ins - No. of Objectives (owned by the user) with at-least 1 Check-in (either manual or automated check-ins from integrations)
  • Manual check-ins on owned OKRs - No. of Check-ins added by the user on their owned objectives
  • All manual check-ins - Total no. of Check-ins explicitly made by the User
  • Average progress - Average Progress [%] of all the top-level public objectives owned by the User
  • OKRs by status - Chart displaying the Status-wise split [OnTrack, Behind, AtRisk, Closed, PostPoned, NotStarted] of all public objectives owned by the User
  • Average score - Average Score [0-1] of all the public objectives owned by the User.
  • Active days - No. 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, Time-Period, Connection --- Create/Edit/Delete]
  • Activation date - Date on which the user is created or invited
  • Connections - Total no. of data integration connections added by the User.

All fields on the User Insights data grid can be hidden/un-hidden, sorted, and re-ordered as applicable.

Export Insights

To export the User Insights report, click on the Export button below the filters.


Please watch this space for more info on enhanced insights and drill-down features (to be included) on a regular basis.

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