Build a better dashboard: keeping your team accountable and on-track

Tability's custom dashboards give you the power to create the reports that you need to keep your team on track towards success and have helped teams see a 33% increase in team activity. Today, we'll go through a formula for developing a quick dashboard focused on the goals that are in most need of attention.

Note: custom dashboards are currently available on Premium plans only

1. Where is your team asking for help?

Before we create our dashboard, we'll want to build a segment in the filters section. We'll be able to add this segment to the dashboard later. In filters (under the Key results section), we'll add in a filter for confidence, choosing At risk and Off track. This will pull the red and yellow goals from every plan in your workspace. Save this as a segment:

Goals that have been marked red or yellow should get extra attention-- offer advice, discuss strategies, or move resources to these goals to get them back on track.

2. Create your dashboard

Now that we've got a segment of our critical goals, we can start to create our dashboard. From the dashboards menu on the left, create a new dashboard.

Note: all dashboards in Tability are currently visible to all team members.

In your new dashboard, you can add widgets. Each widget can be dragged and dropped to your preferred positions and resized as needed.

3. Add widgets

Each widget you add to your dashboard will have different data and with many of them you can choose which plan you want to highlight. We'll start with a high-level summary of our top level plans by using the Plan summary widget:

When viewing the dashboard, if we see one that has a high amount of red key results or low key result progress, we can quickly access that plan by clicking on the plan title in the widget.

Next, we'll add the segment we created earlier by using the Key result list widget (this may be called the Outcome list or something else if you've changed the terminology you use):

We also want to make sure that all of our key results have been updated-- we don't want to assume that a goal is on track if it was marked green 6 weeks ago and not updated again. We'll add in the Overdue check-ins widget to see goals that missed their last update:

Finally, we'll give ourselves a quick way to celebrate wins and give coaching where needed by adding in the Key result progress leaderboard twice-- once for the highest progress and again for the lowest. This will show us the percentage completion for key results sorted by user so we can give public praise to those who are performing well and reach out to those who aren't to see how we can help:

4. Arrange your widgets

You can move your widgets to other places on the dashboard by dragging them with the 6 dots in the upper left corner and resize the widgets with the arrow in the bottom right. Arrange the widgets so that the information you care about most is at the top. Remember, you can click into any of these widgets to get more information on things like which goals have overdue check-ins or which goals are assigned to your top performers:

Click save, and now you're done!