Working with Goal Analytics

To get an understanding of 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 on their development goals?
• (Admin) How is the entire company doing in reaching our Quarter goals?

These questions determine which filters and groupings you use to create a report.

Grouping: Decide which grouping you want to see by using the left-hand sidebar. Click on the grouping you wish to see. 

Filtering: Use the filters on the top of your view to further filter the report. You can filter by team, employee, tag, cycle, state, and maintenance as well as search by keyword.

Information presentation: Choose what kind of information / what kind of presentation suits your needs:

• 1) overview in a list-view
• 2) diving deeper into analytics and progress perspectives
• 3) goals along the goal tree
• 4) recently updated goals

1) The Overview: The overview shows the overall progress and status of goals on the top. All the goals including status and progress are listed below.

2) Analytics:

The graph shows both the actual progress (green line with data points for updates) and projected progress (grey dashed line). In order to show this, the goal must have a due date, as the projected update is displayed linearly from start to end date. 

On the side of the graph, you will see the count of goals the respective average progress. Depending on the section you are looking at, the relevant goals will be displayed e.g. if 'exploring all goals' you will see company, team, and user goals if exploring 'team goals' you will see team and user goals.

• Interpreting Updates: Ideally, you want employees to be continuously updating results –  and staying on track. So the green line should be on or above the projected line. The incline of the green line tells you the amount of progress. If you notice that the green line has no incline and consistently stays below the grey projected line you might want to start implementing Goal Progress Checkin meetings once a month, where everyone needs to update their goals.
• Interpreting progress
  • Annual Goals: If you are filtering to only 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 as an indicator of how well set your OKRs are. Following traditional OKR logic, you'll want to end up around 70~80% done by the end of the quarter. If you are closer to 90 or 100%, you may want to set more ambitious objectives. If you're consistently hitting closer to 50% or below, you may want to set more accessible objectives. 
  • Data Points: You can click on the data points for detailed information regarding actual vs. projected progress.

The list below the graph gives you an overview of how the different people or teams in the view you filtered are doing on those goals. 

You see the team or individuals on the left-hand side showing the count of goals they created (clicking on the goals will bring you to a view that shows the goals of the selected team or individual in a list view).

The center gives you an overview regarding how many goals are either offtrack / canceled, delayed, done/on track, updated in the past 30 days, or not updated in the past 30days. The right will show the progress in percent as a bar. 

A click on the goals will guide you to the list view with the correct filter applied e.g. if I click on the HR goals I will be guided to the list view with the team filter 'HR' being applied. 

Export any specific report by first filtering see what you want to show, and then click 'export'. This will export as an excel sheet. 

The progress and projected progress view are also available for personal goals, provided they have a due date.

3) Tree: In the tree view, you can understand the hierarchy between goals. The purpose / vision of the company 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.

4) News: You find the latest updated goals including the specific updates (who updated which goal to what extend).