To understand how you, your team, or your company are doing on their goals, you’ll want to use Leapsome’s goal analytics.
Analytics Tab & Filtering
You’ll first want to determine what you are trying to answer. For example:
- (Individual) How is my team doing this quarter, or how am I doing?
- (Manager) How are my direct reports doing with their development goals?
- (Admin) How well is the entire company reaching our quarterly goals?
These questions determine which filters and groupings you use to create a report.
Filtering: Use the filter categories on the top of your view to further filter the report. You can filter by using filter categories like Teams, Users, Tags, Cycles, States, Progress, Purposes, Owner types, Competency, Locations, Predefined, or Custom attributes. Directly to the left of the filter option, you'll see a search bar to search by Goal name directly. You can also use the predefined filter category to display results such as goals with no tag and users and teams that don’t own any goals. Any teams/groups/custom attributes you create for your organization will immediately be available as a filter under analytics.
All filter categories and their results are combined with AND operators when different category filters are applied. This means if you have selected more than one filter, the platform will show results that only match all of the filter categories specified by the user. For example, if you select filter category 'Teams' > filter option 'Marketing' and filter category 'Tags' > filter option 'Performance goals', the platform will show you goals that are both assigned to the marketing team and have 'Performance Goals' tags attached to it during set up.
However, all filter options within a filter category and their results are combined with OR operators when multiple filters from the same category are chosen. This means if you have selected one or more filter options within a singuar filter category, the platform will show results that match either of the filter options within the filter category. For example, if you select filter category Teams > filter option 'Marketing' and filter category Teams > filter option 'Sales', the platform will show you goals that are either assigned to the marketing team, assigned to the sales team, or assigned to both teams.
If admins want to make it easy for users to find specific data in the Leapsome platform, they can save the filter via the save button and share it with anyone in the organization.
Information presentation: Choose what kind of information / what kind of presentation suits your needs:
- Overview in a list-view
- Expanding all Key Results
- Goals presented in the goal tree
- Focus view to see all the Goals you own/contribute in one view
1) The List Overview: The list view shows the overall progress and status of goals at the top. All the goals, including their status and progress, are listed below. Any goal that is being drafted as a part of the goal drafting phase will show ‘Draft‘ status to indicate that the goal is yet to be published.
2) Analytics: To access the analytics, navigate to 'Analytics' tab from the menu on the left-hand side of the screen and click 'Goals'. In there, the top fields show numerical data for your company's goals:
- 'Count' displays a breakdown of the total number of goals, broken down by company, team/department, individual business, and individual personal development.
- 'Progress' will summarize the progress of your goals broken down by the same categories.
- 'Needs update' will show how many goals have not been updated recently.
The fields under 'Goals distribution' capture the percentage of 'Teams with goals', 'Employees with business goals' and 'Employees with personal development goals'.
Progress overview
In the graph, you can view goal progress trends over time or compare goal progress trends over time for different groups. The main purpose of the trend option is to empower you to compare various groups of people (for example, how are the Engineering managers performing on their goals vs HR managers, and more). Here's how you can make the most out of it:
- Select Groups: Click on 'Trend 1' and select specific groups (for example, Engineering managers).
- Choose Filters: Combine different filter types to refine your analysis. For example, compare the average progress in Berlin versus New York.
- Diverse Combinations: Mix and match filters as needed. Combine different custom attributes, teams, gender, levels, and more.
This flexibility allows you to conduct in-depth analyses tailored to your specific needs. The graph shows the average progress of your goals (dark blue line) and the actual progress of your chosen trends (for example, green or orange, and more, lines with data points for updates).
- Interpreting Updates.
- Ideally, you want employees to continuously update results - and stay on track. The trend lines would have data points to compare the progression. The incline of the line shows you the amount of progress. Suppose you notice that the graph line has no incline and consistently stays on the same height. In that case, you might want to start implementing Goal Progress Check-in meetings once a month, where everyone has the opportunity to update their goals.
- Interpreting progress
- Annual Goals: If you are filtering only to see Annual goals, you want to use this view to see how steadily you are progressing, which months were more productive, or if you’re close to your goal, given your proximity to the end of the year.
- Quarterly: With quarterly set goals, you’ll want to see the progress go up and down, reflecting that you start over each third month.
- OKRs: If you’re using OKRs, you can use the progress number to indicate how well set your OKRs are. Following traditional OKR logic, you’ll want to end up at around 70~80% completion by the end of the quarter. You may want to set more ambitious objectives if you are closer to 90 or 100%. If you’re consistently hitting closer to 50% or below, you may want to set more accessible objectives.
- Data Points: You can use the data points for detailed information regarding actual vs. projected progress.
You can export any specific report by first filtering for the information you want to see and then using ‘Actions > Export’ in the 'Goals' module. This will export data into an excel sheet.
The progress and projected progress view are also available to export for personal goals, provided they have a due date.
3) News: You’ll find the latest updated goals, including the specific updates (who updated which goal to what extent).
4) Tree: In the tree view, you can understand the hierarchy between goals. The purpose / vision of the company is split into some company goals. More specific (team) goals operationalize those company goals. That way, everyone can understand how their individual or team goals benefit the company goals and vision.