Dashboards and Reporting

Audience: Manager, Unit Leaders
Page Type: How-To Guide
Phase: Cross-Phase
Duration: 30 minutes

Goal

Using Dashboards to:

✅ See strategic cycle progress
✅ Check OKR scores and health status
✅ Track unit performance
✅ Make data-driven decisions

Dashboard Types

1. Unit Leader Panel

Who: SUPER_ADMIN, ADMIN, STRATEGY_MANAGER, TEAM_LEAD, or any unit leader (including ROOT)
Access: /dashboard → Unit Leader Panel tab

Data Scope: The leader's own unit's direct objectives + first-level child units.

ROOT-level leaders and unit leaders see the same panel. The difference is scope: ROOT sees root objectives plus first-level units; a unit leader sees only their unit and child units.

Metric Calculations

A. Health Score (Pace-Based Health — 0-100)

For each objective, the same formula used on the OKR Cycles page "Health %" is applied:

timeProgress = elapsed / totalDuration  (0-1 range)

If elapsed ≤ 0        → 100  (cycle not started)
If timeProgress < 0.1  → 100  (grace period — first 10% of time)
If timeProgress > 1    → clamp to 1 (cycle ended)

expectedProgress = timeProgress × 100
healthScore      = (currentProgress / expectedProgress) × 100
result           = clamp(0, 100, round(healthScore))

currentProgress = Weighted average of objective's KRs:

objProgress = Σ(kr.progress × kr.weight) / Σ(kr.weight)

If KR weight is missing, type-based fallback: METRIC = 1, MILESTONE = 0.8, TASK = 0.5.

B. Weighted Progress

Per unit, the weighted average of that unit's direct objectives:

weightedProgress = Σ(objProgress × obj.weight) / Σ(obj.weight)

Only objectives in active OKR cycles are included.

C. Weighted Health

Per unit, the weighted health score average of direct objectives:

weightedHealth = Σ(healthScore × obj.weight) / Σ(obj.weight)

D. Child Units Table

The leader's unit's first-level child units are shown in a separate table. Each child unit displays the same metrics:

Column	Description
Unit	Child unit name and type
Objective Count	Number of objectives directly belonging to that unit
Weighted Progress	KR-weighted average progress
Health	Pace-based health score (0-100%)

Sub-units of child units are not shown (first-level only).

Data Flow

StrategicCycle (ACTIVE)
  └─ OkrCycle (PLANNING | IN_APPROVAL | ACTIVE | REVIEW)
       └─ OkrObjective (unit's direct objectives)
            └─ KeyResults (progress × weight → pace health)

2. Strategy Compass

Who: SUPER_ADMIN, ADMIN, STRATEGY_MANAGER
Access: /dashboard → Strategy Compass tab

Purpose: Answers the question "Is the ship on course?" Shows target vs. actual comparisons for KPIs under strategic themes; deviations are immediately visible.

GROUP_ADMIN, TEAM_LEAD (except ROOT leader) and MEMBER cannot see this panel.

Data Scope

All strategic themes in the active strategic cycle and the latest measurement data for their linked KPIs are evaluated.

Metric Calculations

A. KPI Gap Calculation (Gap %)

The gap is calculated based on each KPI's direction (betterDirection):

HIGHER_IS_BETTER → gapPercent = (actual - target) / target × 100
LOWER_IS_BETTER  → gapPercent = (target - actual) / target × 100

Positive gap = above target (good), negative gap = below target (bad).

B. KPI Status

Gap %	Status	Meaning
≥ -10%	ON_TRACK	Near or above target
-10% to -25%	AT_RISK	Deviation starting, intervention needed
< -25%	OFF_TRACK	Serious deviation, urgent action needed
No data	NO_DATA	No measurement data entered

C. Theme KPI Health

Average of status scores for KPIs with data under a theme:

Score: ON_TRACK = 100, AT_RISK = 50, OFF_TRACK = 0
themeKpiHealth = Σ(score) / kpisWithDataCount

D. Theme Combined Health

Weighted combination of KPI health and OKR objective health (pace-based):

combinedHealth = themeKpiHealth × 0.7 + objectiveHealth × 0.3

Objective Health is not raw progress — it’s a pace-based health score that accounts for time elapsed:

timeProgress = elapsed / totalDuration    (0-1 range, from OKR cycle start/end)

If elapsed ≤ 0        → 100  (cycle not started)
If timeProgress < 0.1  → 100  (grace period — first 10% of time)
If timeProgress > 1    → clamp to 1 (cycle ended)

expectedProgress = timeProgress × 100
objHealth        = (currentProgress / expectedProgress) × 100
result           = clamp(0, 100, round(objHealth))

currentProgress = Σ(kr.progress × kr.weight) / Σ(kr.weight)

Theme-level objective health = average of all linked objectives' objHealth.

KPI weight (70%) is higher because this panel is primarily for KPI-based gap analysis.

If only KPI data exists, only KPI health is used. If only objectives exist, only objective progress is used.

E. Overall Health

Weighted average across all themes:

overallHealth = Σ(theme.combinedHealth × theme.weight) / Σ(theme.weight)

User Interface

Section	Content
Strategic Cycle	Active cycle name, time progress, days remaining
Overall Health	Weighted overall health percentage
KPI Summary	Total / On Track / At Risk / Off Track KPI counts
Unit Objective Health	ROOT unit and first-level departments' average objective health (progress-circle cards)
Theme Health Map	Scatter chart: X=KPI Health, Y=Objective Health, circle size=theme weight, color=theme color
Theme Cards	Per theme: color, weight, status distribution, combined health
KPI Table	Under each theme: KPI name, direction, target, actual, gap %, status
Objectives Table	Under each theme: linked OKR objectives, unit, owner, KR count, progress, health, status

Note: Theme-linked objectives are filtered to ROOT unit and first-level child departments only. Lower-level units are excluded.

Off-track themes are expanded by default; on-track themes are collapsed (Collapse component).

API

GET /dashboard/strategy-compass
Headers: Authorization: Bearer <token>
RBAC: SUPER_ADMIN, ADMIN, STRATEGY_MANAGER

Response fields:

Field	Description
`activeCycle`	Active strategic cycle info
`overallHealth`	Weighted overall health score
`summary`	KPI status summary counts
`themes[]`	Per-theme KPI and objective details
`unitHealthSummary[]`	Unit-level objective health (unitId, unitName, unitType, objectiveCount, avgHealth)

Data Flow

StrategicCycle (ACTIVE)
  ├─ StrategicTheme (weighted)
  │    ├─ StrategicThemeKpi (isActive=true)
  │    │    ├─ Own measurements (latest periodEnd)
  │    │    └─ or AsIsKpi.measurements (if linked)
  │    └─ OkrObjective (linked, from active OKR cycles, ROOT+1st-level units)
  │         └─ KeyResults (progress × weight)
  ├─ OkrCycle (PLANNING | IN_APPROVAL | ACTIVE | REVIEW)
  └─ OrgUnit (isRoot=true → children[parentId=rootId, isActive=true])

3. Personal Dashboard

Who: MEMBER
Access: /dashboard

Displays:

Assigned OKR: My assigned work
My Progress: Completion %
Team Activity: What team is doing

Date Range Filter

Select: Last 30 days / Quarter / Year
Shows: Only data in that period
Uses: WBR/MBR/QBR reporting

Theme Filter

Select theme → Shows only related:
- OKRs
- KPIs
- Owners
- Resource allocation

Owner Filter

Select owner → Shows their:
- Assigned OKRs
- Teams
- KPI performance

Status Filter

Green: On track (0.7-1.0)
Yellow: At risk (0.4-0.6)
Red: Failed (0.0-0.3)

Export to Excel

Export button on Dashboard
Select: Metric type (OKR, KPI, Alignment)
Select: Date range
Download → Excel file

Share button → Copy link
Recipients can view (read-only)
Auto-updates with latest data

Schedule Reports

Settings → Scheduled Reports
Frequency: Weekly / Monthly / Quarterly
Recipients: Email list
Content: Which metrics to include
Schedule

Tips

✅ Best practices:

Check dashboard before WBR/MBR/QBR
Use filters to focus on key areas
Track trend, not just current value
Align OKR scores with unit dashboards

❌ Common mistakes:

Ignoring yellow alerts (early intervention)
Assuming green = all's well (check underlying KPIs)
Not updating KPIs regularly (stale data)

Troubleshooting

Dashboard data not updating? → KPIs might need manual input. Check with Admin.

I cannot see metrics? → Permission check. STRATEGY_MANAGER role required.

Export broken? → Report support, data integrity check.

Dashboards and Reporting

Goal

Dashboard Types

1. Unit Leader Panel

Metric Calculations

A. Health Score (Pace-Based Health — 0-100)

B. Weighted Progress

C. Weighted Health

D. Child Units Table

Data Flow

2. Strategy Compass

Data Scope

Metric Calculations

A. KPI Gap Calculation (Gap %)

B. KPI Status

C. Theme KPI Health

D. Theme Combined Health

E. Overall Health

User Interface

API

Data Flow

3. Personal Dashboard

Filtering & Navigation

Date Range Filter

Theme Filter

Owner Filter

Status Filter

Export to Excel

Schedule Reports

Tips

Troubleshooting

See also

Goal​

Dashboard Types​

1. Unit Leader Panel​

Metric Calculations​

A. Health Score (Pace-Based Health — 0-100)​

B. Weighted Progress​

C. Weighted Health​

D. Child Units Table​

Data Flow​

2. Strategy Compass​

Data Scope​

Metric Calculations​

A. KPI Gap Calculation (Gap %)​

B. KPI Status​

C. Theme KPI Health​

D. Theme Combined Health​

E. Overall Health​

User Interface​

API​

Data Flow​

3. Personal Dashboard​

Filtering & Navigation​

Date Range Filter​

Theme Filter​

Owner Filter​

Status Filter​

Export & Sharing​

Export to Excel​

Share Dashboard​

Schedule Reports​

Tips​

Troubleshooting​

See also​

Goal

Dashboard Types

1. Unit Leader Panel

Metric Calculations

A. Health Score (Pace-Based Health — 0-100)

B. Weighted Progress

C. Weighted Health

D. Child Units Table

Data Flow

2. Strategy Compass

Data Scope

Metric Calculations

A. KPI Gap Calculation (Gap %)

B. KPI Status

C. Theme KPI Health

D. Theme Combined Health

E. Overall Health

User Interface

API

Data Flow

3. Personal Dashboard

Filtering & Navigation

Date Range Filter

Theme Filter

Owner Filter

Status Filter

Export & Sharing

Export to Excel

Share Dashboard

Schedule Reports

Tips

Troubleshooting

See also