Reports & Dashboards

StrategiQ provides dashboards and reporting tools to track progress and share updates with stakeholders.

The Plan Dashboard

When you open a plan, the dashboard gives you an at-a-glance view of:

Key Metrics

Metric	What it shows
Objectives Progress	Percentage of objectives completed or on track
Actions Status	Breakdown of actions by status (pending, in progress, completed)
OKR Health	Distribution of key results by health status
Overdue Items	Count of actions past their due date

Progress Charts

Visual representations of your plan’s progress:

• Completion Donut - Overall percentage complete
• Status Breakdown - Bar chart of action statuses
• Timeline - Progress over the plan period
• Health Distribution - OKR status pie chart

Tip

Dashboard metrics update in real-time as you make changes to objectives, actions, and key results.

Viewing Reports

Summary View

The default view shows high-level metrics:

• Total objectives and completion rate
• Total actions by status
• Key results health summary
• Upcoming deadlines

Use this for quick status checks.

Detailed View

Expand sections to see detailed breakdowns:

• Individual objective progress
• Action lists with assignees and dates
• Key result current vs. target values
• Comments and recent activity

Use this for thorough reviews.

Comparison View

Compare progress across time periods:

• Month-over-month changes
• Quarter comparisons
• Trend analysis

Use this for reporting to stakeholders.

Exporting Reports

PDF Export

Generate professional PDF reports for sharing:

1. Open the plan dashboard
2. Click “Export” or the download icon
3. Select “PDF Report”
4. Choose what to include:
   • Executive Summary
   • Objectives Detail
   • Actions List
   • OKR Progress
   • Charts and Graphs
5. Click “Generate PDF”
6. Download or share the file

Note

PDF reports are formatted for printing and include your organization’s branding.

Data Export

Export raw data for further analysis:

1. Click “Export”
2. Select “Export Data” or “CSV”
3. Choose the data type (objectives, actions, or key results)
4. Download the file

Use exported data in:

• Spreadsheet applications (Excel, Google Sheets)
• Business intelligence tools
• Custom reports and presentations

Understanding Status Colors

StrategiQ uses consistent colors for status:

Color	Meaning	Action Needed
Green	On track / Completed	Keep going
Yellow	At risk / Needs attention	Review and adjust
Red	Off track / Overdue	Immediate attention
Gray	Not started / No data	Begin work
Blue	In progress	Monitor

Filtering Dashboard Data

Customize your view with filters:

• Date Range - Show data for specific periods
• Responsible - Filter by assignee
• Priority - Show only high-priority items
• Status - Focus on specific statuses
• Orientation - Group by strategic direction

Sharing Dashboards

Share plan progress with others:

1. Direct Access - Give users Reader permission to view dashboards
2. PDF Reports - Export and share via email
3. Presentations - Use exported charts in presentations
4. Scheduled Reports - Set up regular email reports (if available)

Dashboard Best Practices

Regular Reviews

• Weekly - Check action progress and blockers
• Monthly - Review objective health and OKRs
• Quarterly - Comprehensive plan review and reporting

Stakeholder Reporting

For different audiences:

Audience	Focus	Frequency
Team	Actions, blockers, next steps	Weekly
Management	Objectives, OKRs, risks	Monthly
Board	Strategic progress, health	Quarterly

Acting on Insights

When dashboards show issues:

1. Red/Off Track Items - Investigate immediately, adjust plans or resources
2. At Risk Items - Create action plan, may need intervention
3. Overdue Actions - Reassign, reprioritize, or cancel if no longer relevant

Caution

Dashboards are only useful if data is kept up to date. Encourage team members to update action statuses regularly.

Indicators

Some plans include custom indicators - metrics tracked over time:

• Creating Indicators - Define what you want to track
• Recording Values - Enter periodic measurements
• Viewing Trends - See how indicators change over time

Indicators are useful for metrics not tied to specific objectives, like:

• Budget utilization
• Staff satisfaction scores
• External benchmarks

Next Steps

• Getting Started - Review the basics
• OKRs - Deep dive into key results
• Tips & Best Practices - Make the most of StrategiQ