New Feature
Insights: Your Weekly Gut-Check
Clarity for You. Progress for Your Team.
You’re leading a fast-paced team with a lot in motion. Some things are on track, others need attention, and chasing down updates takes time you don’t have.
That’s where Insights comes in. With a single click, you can see what’s progressing, what’s stalled, and where your leadership can make the biggest impact.
Whether it’s overdue To-Dos, off-track Rocks, or lingering Issues, Insights helps you stay focused on what matters most.
And now, with context menus, you can take action instantly by turning any data point into a linked Rock, To-Do, Issue, or Headline — without switching tabs or losing momentum.
From leadership to line-level contributors, everyone benefits.
Insights is your weekly gut-check. It transforms scattered team data into a focused story, so you always know where your team stands and what to do next.
Leaders get clarity on progress, performance, and priorities.
Managers spot issues before they escalate — and celebrate wins in the moment.
Teams stay aligned, focused, and supported.
With context-aware actions, you’re not just observing the data — you’re acting on it.
Unlock Deeper Team Insights with Just a Few Clicks
Open Insights: Click the “Insights” tab in the left-hand navigation menu to access reporting tools.
Choose a Data Category: Select a tab at the top — Rocks, Meetings, To-Dos, Issues, or 1-on-1s — to explore different areas of your team’s performance.
Drill into the Data: Press the Expand Details button in the right corner of a widget to view detailed drill-ins, giving you a closer look at ownership, completion, and other key metrics.
Take Action with Context Menus: In the drill-in view, right-click a line item or click the three-dot icon to open a context menu. From there, you can quickly create or link related items — such as Rocks, To- Dos, Issues, or Headlines — without leaving Insights.