Insights and reporting

How do we ask our own questions of the plan?

Ask your own questions of the plan, and open the records behind every number.

InsightsCount Initiatives by Business area then by strategic link

In three steps

  1. Ask your own question

    Choose what to count and how to split it.

  2. Select any number

    It lists exactly the records it counts, and only those you can see.

  3. Take it to the meeting

    Export the records as CSV, or print the year-in-review board pack.

Start with one team, free

Free for good, with no card. Rather see it first? Try the example plan in your browser.

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Insights and reporting

What am I looking at?

How you ask your own questions of the plan, open the records behind any number and take them to a meeting. The picture builds in three steps. The examples come from one invented 80-person engineering firm, the same on every page.

Words on this page

Key Result
A dated target that shows an Objective's progress.
Initiative
A piece of planned work.
Change work and Run work
Work that changes something for the strategy, and everyday work that must happen anyway.
Function
A team, department or service, with its own plan.
Business area
A group of Functions, such as a directorate.
Dependency
One piece of work needs another to finish first.
Plan alternative
A copy of a plan with different dates or costs, to compare before choosing.
Change impact
How much a piece of work changes people's jobs, rated from 0, no change, to 5, fundamental.