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: A summary reflecting on victories, challenges/observations and next steps.
KPIs: In terms of their health, does something need your attention or does everything look good?
Active OKRs: Aggregate progress on all active OKRs so you can quickly get an overview.
Objectives: Check on the status (eg. "off track") and weekly change in progress.
Updates: A brief look at what's new with your Key Results and Initiatives.
Who is the report for?
Co-workers
Leadership (leadership can choose to receive an 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
How to configure Team Progress reports?
ℹ️ This requires Superadmin rights.
Superadmins can configure Progress reports from Configure > Progress reporting > Teams.
Frequency: How often you want Team Progress reports to be generated. The default will be Monthly, but you can change it to Weekly or Every 2 weeks.
Progress report 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...:
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.