Team Progress reports summarize a team's progress and performance for the previous cycle. A team member will automatically receive these reports, as well as anyone who has favorited that team. You can choose to receive these reports via email and/or Slack.
They offer an actionable snapshot of the health of a team's KPIs, progress on OKRs, and they highlight recent updates. That's a ton of succinct information, all delivered straight to your inbox and/or Slack channel.
What's a Team Progress report?
What's included?
Team Review (if enabled): A summary reflecting on victories, challenges/observations and next steps.
All of the team's active goals:
KPIs: In terms of their health, does something need your attention or does everything look good?
Active OKRs:
Objectives: Check on the status (eg. "off track") and cycle change in progress.
Updates: A look at changes with your Key Results and Initiatives.
Who is the report for?
Co-workers
Leadership (leadership can choose to receive a Team Progress report by favoriting a team).
Where can you find Team Progress reports in Perdoo?
Team Progress reports are stored on a Team's Progress reports tab.
What can you do with a Team progress report?
Export the Report as a PDF
Add a comment to the Review
Reply to an Objective Note or Update comment
Filter by a specific attribute
Customize the view to see as little or as much as you want to see. Collapse and expand entire sections (Review, KPIs and OKRs) and/or show specific information within each section.
How to set up Team Progress reports
ℹ️ This requires Superadmin rights.
Go to Configure > Progress reporting > Teams to customize the following options:
Frequency
How often you want Team Progress reports to be generated. The default will be Monthly, but you can change it to Weekly, Every 2 weeks or Quarterly.
Allow more time for people to update progress and submit Reviews
Since data isn't available immediately, you may want to give team leads and goal leads a few more days after the month has ended to update progress and write their Team Reviews.
Team reviews
Team Reviews are a great way for Team leads to provide a broader update on the cycle. Learn more about Team Reviews.
Choose if you want to enable or disable Team Reviews.
When enabled, customize the templated Team Review questions to you're liking.
Send a reminder to team leads
Make sure no one forgets to submit their Team Review.
Progress reports emails:
Enable this setting to send the Team Progress reports via email and/or Slack. Team Progress reports must be enabled for the account here for anyone to be able to receive them. Once enabled for the account, you can toggle them on or off on an individual level. Go to Personal Settings (top-right corner of your screen) > Notifications tab > Send me...:
Important notes
Team Progress reports will include all updates made to goals during a cycle from anywhere in the app (eg. Home, Team, Profile pages etc), including updates made by an integration.
If you only want to see specific goals, you can filter the section.
If Team lead reminders aren't received via email, check your personal notification settings to see if Reminder to submit my Review and/or update my goals is enabled. Then check your spam folder.
If Team reviews are enabled, only the Team lead will get the reminder and see the button to submit the review on Home, but any team member can submit the review from the Progress reports tab on the Team page.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.