Workspace Insights

Drive engagement and improve your strategy with workspace insights

Overview

Workspace Insights helps you understand how healthy and engaged your workspace is. It is a diagnostic reporting surface for admins, ops leads, and anyone responsible for execution quality across the workspace.

There are 3 main sections:

• Workspace overview: High-level stats about plans, outcomes, and initiatives in progress

• Recent activity: Usage and engagement trends across the workspace

• Detailed overviews for plans, outcomes, and initiatives: Drill-down views that highlight issues and link into filtered follow-up views

Workspace Insights is currently available in Premium workspaces and active trials.

How to access Workspace Insights

Go to Dashboards in the workspace sidebar, then open the Insights tab.

What you can do in Workspace Insights

Workspace Insights is useful when you need to answer questions like:

• Which plans are missing check-ins?

• Which outcomes are off-track or not measurable?

• Which initiatives are overdue?

• Is workspace engagement improving or dropping over time?

• Which teams or plans need follow-up first?

You can also narrow the view with team and plan filters before drilling into the detailed lists.

Understanding the different sections

Workspace overview

The workspace overview shows a quick snapshot of active execution across the workspace, including progress and confidence-related indicators.

Recent activity

Recent activity charts help you understand whether the workspace is actively being used. They aggregate recent data to show you:

• The number of check-ins created

• The number of times users have viewed outcomes/key results

• How often initiatives have been updated

Plans, outcomes, and initiatives overviews

There are separate overview tables for plans, outcomes, and initiatives. Each one groups common execution issues so you can spot what needs attention without building a custom report first.

For instance:

• "How many plans don't have a check-in yet?"

• "How many plans have too many goals?"

• "How many key results are off-track?"

• "How many key results aren't measurable?"

• "How many initiatives are overdue?"

• etc...

You can then click on any line to be redirected to a view that will list all the corresponding items.

Workspace Insights vs other reporting views

Use Workspace Insights when you want to understand the overall health of the workspace.

Use Custom Dashboards when you want to build your own workspace dashboard with widgets.

Use Presentation Mode or TV Mode when you are reviewing one specific plan live with a team.

Use Retrospectives when you want a written review of what happened, what was learned, and what should change next.