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 user-level, visit our page for information on User Insights.

In this article:

  • What is Team Insights?
  • Navigating Team Insights
  • Metrics used for gauging teams’ OKR adoption
  • Common Questions

What is Team Insights?

Team Insights are reports of every team’s OKR activity that helps team managers and OKR champions in understanding the OKR adoption at a team level. To understand how teams have been engaging with OKRs, all that a team manager and/or an OKR champion has to do is, get a quick glimpse into these reports, and monitor the OKR activity.

Navigating Team 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 Team Insights reports, select Insights from the side navigation panel, and choose Team Insights. You will land on a page that provides a summary section on top, followed by a data grid of each team’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. 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 Current Status — Active, Archived, Deleted.

Here's how filters work:
The Active teams tile in the summary section provide the count of teams that have been active that any given point in time within the chosen time period. Filters based on the Status let you view only the teams that are currently Active, Archived, and Deleted.

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

You will find two tabs on top of the summary section — All teams and My teams. All teams will list all the teams added to Ally.io, while My teams will display all the teams that the admin and/or the team admin is a part of.

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 team engagement.

  • Active teams
  • Teams with OKRs
  • Teams with OKR check-ins
  • Teams with OKR check-ins in last 7 days

There are seven predefined universal Views to slice and dice through the teams’ OKR activity.

  • Active teams
  • Teams with OKRs
  • Teams without OKRs
  • Teams with OKR check-ins
  • Teams without OKR check-ins
  • Teams with OKR check-ins in last 7 days
  • Teams without OKR check-ins in last 7 days

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

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

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

Team profile attributes

  • Current status - Active/ Archived / Deleted
  • Team owner - Person who owns the team
  • Active members - Current count of the team members
  • Parent team - A team’s parent team
  • Subteams - A team’s first-level child teams
  • Grandparent team - A team’s root parent team (parent’s parent team)
  • Team admins - People who manage the team

Note: A team can have one team owner, and multiple team admins. A team owner and team admin have the same set of privileges. The team owner can promote any member as the team admin.

Team OKR activity metrics

  • OKR count - Total number of all the top-level team objectives
  • OKRs aligned - Total number of top-level objectives (owned by the team) with at least one parent
  • OKRs with check-ins - Total number of top-level objectives with at least one check-in (either either manual or automated check-ins from integrations)
  • Average progress - Average progress (in %) of all the top-level objectives owned by the team
  • OKRs by status - A bar chart displaying the status-wise split of all the top-level objectives owned by the team (On Track, Behind, At Risk, Closed, Postponed, Not Started)
  • Average score - Average score (0 - 1) of all the top-level objectives owned by the team
  • Total OKRs - Total number of all the objectives and key results owned by the team
  • Total check-ins - Total number of check-ins made on all the objectives and key results owned by the team
  • Comments - Count of the comments made on all the objectives and key results owned by the team

Common questions

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

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

2. Who can view the Team 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.

Note: If User Insights has already been enabled for your organization, only admins will be able to access the reports by default. Follow the steps mentioned above to grant access for team admins.

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 Team Insights data grid can be hidden and unhidden, sorted, and reordered as applicable.

How can I get Team 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].

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