📘
Tability Guides
Back to the appWebsiteAPILegal
  • About Tability
    • How does Tability work?
    • Navigating your Free Trial
      • Tability Free Trial FAQs
      • Tability Buyer's Guide
      • Tability Basic vs. Premium
    • Download the mobile app
  • Getting Started
    • How to set up your Tability workspace
    • Getting started with Tability for Enterprise
    • Getting started with Tability as a new user
    • Tracking OKRs and tasks with Tability
    • Tability Frequently Asked Questions
  • Tability OKR onboarding
    • OKR implementation planning
    • Top down vs. Bottom up OKRs
    • Aspirational vs. Committed goals
    • Getting good goal updates from your team
    • Running a weekly routine
    • The complete Tability guide to OKRs
  • Features
    • Plans
      • Creating and editing Plans and sub-plans
      • Goal-setting AI
      • Bulk importing plans
      • Plan Score
      • Owners and Contributors
      • Editing outcomes/key results
      • Strategy Map
    • Outcomes/Key Results
      • Finding your goals in Tability
      • Outcome types
      • Outcome relationships
      • Data sources
      • Cascading Map
    • Check-ins
      • Check-ins overview
      • How to create check-ins
      • Using the Check-ins API
      • How to automate check-ins
    • Reporting
      • Presentation Mode
      • Sharing presentations externally
      • TV Mode
      • Workspace Insights
      • Strategy Map
      • Cascading Map
      • Filters
      • Retrospectives
      • Custom Dashboards
    • Standups
    • AI features
      • Coaching AI
      • AI metric detection
      • Goal setting AI
    • Security & Admin
      • SAML SSO - Microsoft Azure Directory
      • SAML SSO - OneLogin
      • SAML SSO - Okta
      • SCIM Provisioning - Okta
      • SAML SSO - Google
    • Workspace Settings
      • Managing users and roles
      • Inviting users
      • Customise the default workflows
      • Customise terms
      • Customising the UI
      • Deleting your workspace
      • OKRs with Tability
    • Account
      • Account settings
      • Deleting your account
  • Integrations
    • Auto-sync for data sources
    • Amplitude
    • Asana
    • BigQuery
    • ChartMogul
    • ClickUp
    • Confluence
    • Gitlab
    • Github
    • Google Sheet
    • Google Integrations
    • Hubspot
    • Jira
    • Linear
    • Microsoft Teams
    • OpenAI
    • Power BI
    • Salesforce
    • Tableau
    • Slack
    • Zapier
  • Other
    • How to get more AI credits
  • Support
Powered by GitBook
On this page
  • Overview
  • How to access Workspace Insights
  • Understanding the different section
  • Workspace overview
  • Recent activity
  • Plans, outcomes, and initiatives overviews

Was this helpful?

  1. Features
  2. Reporting

Workspace Insights

Drive engagement and improve your strategy with workspace insights

Last updated 1 year ago

Was this helpful?

Overview

The Workspace Insights dashboard will help you track engagement metrics and surface general issues in your workspace.

There are 3 main sections:

  • Workspace overview: General stats about the plans, outcomes, and initiatives in progress

  • Recent activity: Usage statistics across your workspace

  • Detailed overviews for plans, outcomes, and initiatives: Detailed breakdowns of data that includes links to filtered views

Available on Plus and Premium subscriptions

How to access Workspace Insights

You need to have a Premium subscription to have access to Workspace Insights.

Then, click on Insights in your workspace sidebar to go to the Workspace Insights dashboard.

Understanding the different section

Workspace overview

The workspace overview will display metrics and statistics about the plans that are currently in progress. It's a simple way to get a quick snapshot of progress.

Recent activity

Recent activity charts will help you understand how engaged your team is with Tability. It aggregates data from the past 24 weeks 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 3 different overview listings available. Each listing breaks down the active items in a set of sections that will help you answer key questions at a glance.

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.