ℹ️ Available on all plans.
A Progress report shows how a user, a team, or your company progressed during one cycle, such as a week or a quarter. It combines the Review with all progress updates made to the goals in that cycle.
User Progress reports show a user's User Review, their Pulse, and progress on the goals they lead.
Team Progress reports show the Team Review and progress on the team's KPIs and OKRs.
Company Progress reports show the Company Review and progress on the company's goals.
View a Progress report
Go to a user's profile, a team's page, or the Company page.
Use the arrows (1) to go to a past cycle.
Read the Review at the top. The goals below show their progress during that cycle, the change (Delta), the last update, and a closing note.
To go back to the current cycle, click Reset to current cycle (2).
Managers can also find their direct reports' progress on Home under Direct reports. We recommend going through them together in your 1:1s, so you can coach your direct reports without micromanaging. See Managers.
Set up Progress reports
ℹ️ This requires Superadmin rights.
Go to Configure > Progress reporting and select the Users, Teams, or Company tab (1).
Choose the Frequency (2): Weekly, every two weeks, Monthly, or Quarterly. Each period is called a cycle.
Under Update reminders, choose how many days before the end of the cycle people get a reminder (3).
Optionally, turn on Remind goal leads only (4) to only remind people who lead goals.
Turn Progress report emails on or off, and click Save.
The Teams and Company tabs work the same way, with two extra options:
Allow more time for people to update progress and submit Reviews: Give team leads, executives, and goal leads a few extra days after the cycle ends. The report is shared once that time is up.
Send a reminder to team leads or executives: Email them before the report is generated.
To turn on Reviews and edit their questions, see Set up Reviews.
Get Progress reports by email or Slack
Managers get their direct reports' User Progress reports by email the day after the cycle ends.
Team members and anyone who favorites a team get the Team Progress report by email or Slack.
Executives get the Company Progress report by email or Slack.
A Superadmin first needs to turn on Progress report emails in Configure > Progress reporting. Each user can then turn the emails on or off in Personal settings > Email Notifications. To share Team Progress reports in Slack, see Slack integration.
Good to know
Which updates are included?
All progress updates made during the cycle, wherever they were made. That includes updates from the mobile app, Slack, Microsoft Teams, and integrations.
Can a goal have a different update frequency?
Yes. See Set the frequency.
Why didn't I get a reminder?
Check that the reminder to submit your Review and update your goals is turned on in Personal settings > Email Notifications. Then check your spam folder.
What does the Performance button do?
On a team's page or the Company page, Performance opens the Performance Dashboard for that team or your company.
Why should we use Progress reports?
Regular check-ins help people reach their goals. A meta-analysis of 138 studies with almost 20,000 participants by Benjamin Harkin (University of Sheffield) found that the more often people monitor their progress, the more likely they are to succeed. Progress reports turn updates into one habit per cycle, keep everyone who works on related goals informed, and give managers what they need to coach their team.
How do I see which goals need an update?
On Home, the Action Center shows how many of your goals need an update. Click Update now, or turn on Show only goals due an update in My responsibilities. A goal needs an update based on its update frequency.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.