Explore is currently in beta. Superadmins can enable it here.
Explore combines a brand-new Cascades view with an upgraded Maps feature, unlocking new ways to visualize, track, and analyze your goals.
Explore allows you to view your goals with the following filters:
Goal name
Stage
Timeframe
Goal type
Owner (include sub-teams)
Lead
Status
Progress
Tags
All filters are multi-select.
You can also choose whether to always show the Strategic Pillars (Cascade only) and Ultimate Goal.
Cascades
We've already created these default Cascade views:
Active goals
Goals off track
Create a new Cascade view
+ Add View.
Give it a Name.
View type: Cascade.
Apply desired filters.
Save changes.
IMPORTANT:
New views are private only to you by default. Only Superadmins can create public views.
Editing a filter of an existing view you've created will also give you the option to save the changes or create a new view too.
Sort by:
Name
Progress
Goal type
You can also choose to order by Ascending or Descending.
Add new goals to Cascade
Simply click on + Add goal at the top of the table and you'll see the available options.
Add new sub-goals from Cascade
Easily add aligned goals and immediately see where they fall within all of the organization's goals. Simply click on the + Add sub-goal next to the parent goal and you'll see the available options.
Update goals from Cascade
Simply click on the update icon next to the name of the goal you want to update.
Archive Strategic Pillars from Cascade
Click on the Strategic Pillar name and then click the 3 dot menu in the top right corner > Archive.
See full name on hover
If a goal name is too long to see it fully, simply hover over the name and it will appear.
See goal type on hover
If you're unsure what the icon means, simply hover over it to see what goal type it is.
Customize and reorder columns in Cascade
Toggle on/off to add/remove a column. Drag and drop to reorder the columns.
Resize the columns in Cascade
When you hover over the column names, their borders will appear. Choose which one you want to change and simply drag right or left to make the column bigger or smaller.
Export data as a PDF, PPT or CSV
Click Export and then select which file type. The exported data will be based on your current view.
Maps
With the Maps view, you can see Objectives, Key Results, Initiatives and KPIs in one view.
We've already created these default Map views:
Strategy Map
KPI Tree
Important: Initiatives are hidden by default from the Strategy Map.
Create a new Maps view
You can easily create multiple Strategy maps:
+ Add View.
Give it a Name.
View type: Map.
Apply desired filters.
Save changes.
IMPORTANT:
New views are private only to you by default. Only Superadmins can create public views.
Editing a filter of an existing view you've created will also give you the option to save the changes or create a new view too.
A Map is limited to 400 goals at a time. If you have more than 400 goals, add another filter.
View more goal information
Click on the goal's name to open the modal to see more details.
Add new goals to the Map
Simply click on + Add goal at the top of the Map and you'll see the available options.
Add new sub-goals from the Map
Easily add aligned goals and immediately see where they fall within all of the organization's goals. Simply click on the + underneath the parent goal and you'll see the available options.
Update goals from the Map
Simply click on 'Update' above the goal to update progress.
Archive Strategic Pillars from the Map
Click on the Strategic Pillar and then click the 3 dot menu in the top right corner > Archive.
Change the Map orientation
Choose to view the Map from top to bottom or left to right.
Export the Map
Export your Map as a png.
Zoom in, out and center your Map
Want to see more or less of your Map? Click the plus or minus button in the bottom left. If you've lost your place, simply click the square to recenter yourself.
Have a question?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.