When setting goals across your organization, you need a way to identify and analyze those that are most important to you. In Explore, you can create custom, focused dashboards of goals across people, groups, and timeframes.

Apply filters and save your views to easily revisit them later. With the charts view, you can quickly check how those goals are performing, to double-down on what's working, and course-correct where needed.

Managers can create custom views of all the Objectives of your direct reports that are lacking progress. View all those goals. Analyze them. And take action. Explore gives you actionable insights, in one place. Need to dive into the data further? You can export your results too.

Example use cases for Explore

View all the Objectives of your direct reports that are not progressing so well. As a team lead, you could check on each of your direct report's user profiles to see the progress of goals that they are leading. But in Explore you can see the Objectives of all your direct reports in one place. Just apply the filters as shown below, selecting your direct reports' names under "Lead."

Filter Objectives by:

  • Stage
  • Aligned to
  • Lead
  • Owner
  • Progress
  • Tag
  • Timeframe

Target Key Results by progress across groups. Key Results represent the quantitative validation that you've achieved your goal, the Objective. It's important to identify which Key Results need attention in order to deploy the help and support to bring them back on track. 

Filter Results (Key Results or Initiatives) by:

  • Lead
  • Stage
  • Objective
  • Owner
  • Progress
  • Status
  • Timeframe
  • Result Type

Ensure all your KPIs are in Perdoo, and healthy. KPIs represent your business as usual, so it's important that they are tracked in Perdoo in order to ensure they stay healthy. Confirm that all KPIs across the organization are accounted for by seeing them all in Explore and then monitor their health by status. 

Filter KPIs by: 

  • Group
  • Status

How to save a view

To save your view, add your filters. Then, click Save and give your view a name.

How to export results in Explore

To dig into the data even more, click the CSV Export button on the right-hand side of the screen.

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