Summary View

The Smart Summary View provides actionable insights to help you track progress and identify areas for improvement across your OKRs. It consolidates key elements of the OKR process into a single, focused view for My Objectives, Team Objectives, and All Objectives.

Why Use Smart Summary?

• All-in-One View: See key OKR metrics and performance indicators in one place.

• Color-Coded Health Indicators:

  • Red: OKR process is lagging behind

  • Amber: OKR process needs attention

  • Green: OKR process is healthy

• Actionable Elements: Click on any item in the summary to deep-dive into relevant OKRs.

FAQs

Which OKRs Are Counted in My Summary View?

• All parent objectives along with their key-results trees are included in the summary view.

How Do I Interpret the Summary View in the All Objectives Tab?

• Company Objectives Toggle ON: Displays a summary of company-level objectives only.

• Company Objectives Toggle OFF: Displays a summary of all OKRs in the organization, including non-aligned objectives.

• Demographic-Wise Graphical Toggle: Switch to a graphical view to see OKR performance broken down by department, team, location, or other demographics.