What does a Review Dashboard comprise of?

A Review Dashboard can house multiple panels, and each panel comprises 5 types of widgets — key updates, objectives at a glance, objective detail, custom embed, and text block. (By default, two widgets will appear on this dashboard — key updates, and objectives at a glance.)

Note: You can customize this dashboard with any number of panels and widgets of your choice, depending on the need. This varies for strategic business reviews, tactical review meetings, and weekly one-on-ones.

Types of widgets

There are 5 types of widgets, and each panel can have innumerable permutations and combinations of the below-mentioned widgets:

Key updates: an avenue to set the stage for your review meeting

  • This widget comes handy when you want to take a quick glance at the summary of objectives in the last review cycle.
  • Surefire way to ensure every member across all the levels of the organization are on the same page in terms of the OKR progress — can be used to provide more context to the OKR progress.
  • For instance, if you’re into a weekly review rhythm, this space can be used for highlighting what the team has worked on last week, and what will be the priorities this week.

Objectives at a glance: a bird’s-eye view of the OKR progress

  • You can filter objectives based on the status, which makes it easier to quickly identify objectives that are at risk, and behind.
  • In case of shared OKRs, you can view the OKR progress of the dependent teams, instead of switching back and forth between each entity’s OKRs.
  • To dive deeper into specific objectives during a review meeting, click on the objective > a Quick View overlay window opens. This window provides a graph view of the progress, details of the last update made, the activity feed, key results, and projects of this objective.

Objective detail: dive deep into progress of KRs for specific objectives

  • This widget provides a granular analysis of the key results’ progress. You can choose any particular objective to take the center stage.
  • Provides the RAG status indicators (Red, Amber, Green) for each key result of the objective in spotlight — helps in reviewing the daily progress of KRs.
  • To draw a comparison between different time periods, you can choose the appropriate review cycles, and talk through the progress of specific objectives for the chosen time periods.

Custom embed: pull data from third-party tools within the dashboard

  • Your OKRs could be connected to any third-party tool. More often than not, you find yourself switching back and forth to capture data from these tools during your OKR review meetings.
  • Say, you rely on data visualization tools or spreadsheets to track the progress of specific metrics, you can bring them all under a single roof, in the context of OKR progress. You can add anything that’s embeddable — an URL, image, or a HTML to populate data within the Review Dashboard.
  • This gives you greater control over customizing the dashboard to incorporate KPIs, trends, projects, and visualizations in a consolidated view that catalyzes laser-focused meetings.

Text block: additional information or comments on the progress of OKRs

  • This is a rich-text editor wherein you can jot down supporting notes and add descriptive comments for the OKRs.
  • You can include screenshots here to substantiate your data, if need be.
  • Your go-to widget to talk through important points during OKR review meetings.

For further insights on how to access the dashboard, and get it enabled for your organization, read our document on the introduction to Review Dashboard.

To understand how to build and customize this dashboard, visit our page on the know-hows of Review Dashboard.

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