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. Need to dive into the data further? You can export your results too.

This article introduces some example use cases, before diving into how to use Explore's full functionality, including the Charts view, saving views, and exports.

Applying filters in Explore – Example use cases

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

Identify 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

View all Objectives aligned to your company's annual Objectives

The aligned Objectives tab is ideal to see the progress of all Objectives aligned to a particular Objective. Want to see all Objectives aligned to a selection of Objectives? Explore is the place for you! For example, you can see all the Objectives aligned to any company annual Objectives, to check progress toward the year's priorities.

Filter Objectives by:

  • Stage

  • Aligned to

Toggle the charts view

ℹ️ Premium only

The Charts view visualizes data on the goals that you've selected. This helps you get a snapshot look at progress across those goals, and they're interactive – click on any chart to get a filtered list of the goals in question.

Save a view in Explore

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

Export results in Explore

ℹ️ Premium only

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

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