Home and Dashboards
Audience: All users
Home (/dashboard) opens the view appropriate to your selected company and role. KPI dashboards you create yourself live separately under Reports → My Dashboards.
What does each role see?
| Role / context | View |
|---|---|
| Super Admin, no company selected | Platform dashboard and links into companies |
| Super Admin, company selected | Admin, Strategy Manager, Unit Leader and Member view tabs for that company; return to platform |
| Company Admin or Group Admin | Cycle cockpit and admin dashboard |
| Strategy Manager | Cycle cockpit and strategy manager dashboard |
| Team Lead | Unit leader dashboard |
| Member | Member dashboard |
A Super Admin without a membership in the selected company may see an explanation in personal role tabs. Other users receive one appropriate view; there is no general “Strategy Compass” tab to select.
Daily use
- Select the correct company and strategic cycle in the top bar.
- If the cycle cockpit is shown, open an incomplete setup or tracking step.
- Review items needing attention and follow the link to the objective, KPI or assessment.
- Enter updates on the source record's own screen. Seeing a dashboard summary does not grant permission to edit all underlying data.
An empty state means no matching data; “—” means a metric could not be calculated. Neither means zero achievement. Use the page's retry action when a request fails.
Progress, health and KPI level
| Indicator | Meaning |
|---|---|
| OKR progress | Weighted progress of the objective's own key results |
| OKR health | Is progress keeping pace with elapsed cycle time? |
| KPI success level | Level 1–5 according to that KPI's own success criteria |
Child objectives do not automatically add their progress to the parent. Draft and archived objectives do not enter shared performance totals. A metric that cannot be evaluated may remain blank rather than becoming zero.
KPI health displays
KPI status follows the success-criteria level: levels 4–5 On track, level 3 At risk, levels 1–2 Off track; missing criteria or an evaluable measurement gives No data. Fixed target-gap bands do not replace the KPI's criteria.
A focus area's KPI score uses report weights over evaluated KPIs. When a 1–5 report score needs a 0–100 display, it is normalized as (score − 1) / 4 × 100. This is distinct from OKR health. Closed reports use their closing snapshot.
See KPI Tracking for measurement dates, cycle windows, criteria and weights.
Other reports
- Reports → Goal Alignment Matrix: Status Report KPI → Focus Area KPI → Key Result links and gaps.
- Reports → My Dashboards: Your own KPI cards.
- Goals & Tracking → OKR Cycles → a cycle: Health, Alignment and, with access, Performance.
- Account → Profile → My Performance: Your personal performance.
The health list's CSV export is described in OKR Health and Performance.
Access and scope
Menus depend on role, company menu configuration and enabled modules. Personal and unit performance can have a narrower scope than general OKR reading: Team Leads see their led subtree and Members their own personal performance. Confidential OKRs retain owner, contributor and leader-chain access rules.