Using Insights on Goals → Group by Individual – Mesh

The transformative "Insights: Group by Individual" feature delivers unparalleled visibility into individual performance, enabling you to dive deep into each team member's contributions.

By aggregating critical metrics specific to each individual, you can precisely gauge their impact and potential areas of growth.

This level of granularity empowers you to provide personalised support, recognition, and targeted coaching, fostering a culture of excellence and propelling your organisation towards extraordinary achievements.

Note: Please note that some of these features (such as graphs, KPI Cards etc.) may not be enabled for your organization. To get it enabled, please contact our support team here.

Click here to learn more about how to access the insights on your company’s goals.

When "Grouped by Individual", for each individual, you get the following information:

Graphs

You can find the following graphs when you group the Insights on your goals by Individual.

Key Result Ownership Distribution

Visualise the number of key results owned by your cohort (your Team or your Company, depending on the one selected by you) alongside the number of distinct company employees (of the selected cohort)owning them using the graph provided at the top of the Insights page.

On the X-Axis, you can see a count of the total number of key results
On the Y-Axis, you can see a count of the number of distinct employees owning the number of goals specified on the X-Axis.

For instance, in the above example, 3 employees own 4 key results.

You can hover on the histogram bar to get the total number of distinct employees owning/collaborating on a particular number of goals.

Key Result Check-In Distribution

Visualise the number of check-ins made on the key results owned by your cohort (your Team or your Company, depending on the one selected by you) alongside the number of distinct employees (of the selected cohort) owning them using the graph provided at the top of the Insights page.

On the X-Axis, you can see a count of the total number of check-ins made
On the Y-Axis, you can see a count of the number of distinct employees who have made the check-ins as specified on the X - Axis

For instance, in the above example, 22 employees have never checked-in on their key results.

You can hover on the histogram bar to get the total number of distinct employees owning/collaborating on a particular number of goals.

KPI Cards

KPI (Key Performance Indicator) Cards allow you to have key metrics showcased right above the table so that you have all the information you need to gain a top-level view of your goals.

To learn more about KPI cards, please visit this article.

Table

For more specific management and tracking, scroll down to the table where you can see (and export) detailed information about the following parameters for your company employees:

No. of Key Results - Total number of key results that the employee is an owner/ collaborator of. Note: The column name may vary depending on your organisation's Goal Setting Methodology. It represents the goals that individual contributors in your company aim to achieve.
No. of Check-ins - Total number of check-ins the said employee has done for all their key results
Last Check-in - The date of the most recent check-in done by the particular employee
Average Progress - The average (mean value) of progress made in all the key results belonging to the individual. This will depend on the value for Progress set by the employee/their manager while checking in the key result.
- For instance, in the table above, 44.78% is the average progress made by Nikhil Bhat, obtained by taking the mathematical sum of the progress values across the key results owned by him/where he is a collaborator; and dividing it by the number of key results (8).
Status Distribution - The status distribution of all the goals owned by the particular individual. Hovering on the chart shows how many goals are owned by/collaborated on by the individual belonging to a particular status.

For instance, in the above image, hovering on the Status Distribution for Timim Salem shows that out of the 11 goals where Timim is the owner/collaborator, 6 are On-Track, 3 are Off-track and 2 are At-Risk.
No. of Objectives - Total number of objectives that the employee is an owner/collaborator of. Note: The values shown in the table would differ based on visibility and access control settings. For instance, if certain goals (objectives or key results) are available for viewing only to owners, collaborators and their managers; and you do not fit into any of the aforementioned roles, you may not be able to view them in the table. Any such key results will also not be considered for progress calculations.

Individual view

Clicking on any individual would lead to an Individual-specific view of goals where that individual is an owner or collaborator and insights for the same.

This view is similar to the Group by Goals view, which has been explained in a separate article. The only difference is that this view pertains to the goals belonging to a particular individual, whereas the Group by Goals view pertains to the organisation as a whole.

Graphs

The upper portion would contain the “Performance Chart” (you can edit the name as per your convention), which shows the count of goals (on the Y-Axis) corresponding to the range of a certain progress (X-Axis), measured in %.

For instance, you can see the Performance Chart for Timim Salem in the image below:

KPI Cards

As mentioned above, KPI Cards allow you to have key metrics showcased right above the table so that you have all the information you need to gain a top-level view of your goals.

To learn more about KPI cards, please visit this article.

Table

The lower portion of the screen is occupied by a table that carries the following columns:

Goals
The Goal (Objective or Key Result) Title, along with a small label that indicates the level of the goal (Company/Department/Team) if it is an objective.

Note: Depending on your Goal-Setting Methodology, you may have different settings and nomenclature for objectives and key results.

You can choose to view the Child Goals belonging to a particular Goal by clicking on the Expand icon before a particular goal name.
No. of Child Key Results The number of child key results aligned to the particular goal
No. of Check-Ins
The number of check-ins made directly on the goal by anyone with access to the goal. A Check-in refers to any change made in the Progress or Status of the goal.

Thus, if the progress of a child goal for the aforementioned goal is changed, it would not be recorded as a check-in for the latter.

Note: While changes in Status are reflected immediately on the table, all changes in Progress made by the same individual within the same hour are considered as a single change only.
No. of Check-ins on the Goal Tree. The number of check-ins made on the goal tree includes the goal in question and all the child goals (objectives or key results) aligned to it. A Check-in refers to any change made in the Progress or Status of the goal.
Last Check-In
The date of the last check-in directly made on the goal, by anyone with access to the goal. Check-ins would include changes in the Status or Progress of the goal. This will not include any check-ins made on the child goals for the particular goal.

In case of no check-ins to the goal, the value displayed would be “Never”.
Last Check-in on the Goal Tree
The date of the last check-in made on the goal tree, which includes the goal in question as well as all the child goals (objectives or key results) aligned to it.

In case of no check-ins to the goal tree, the value displayed would be “Never”.
Progress
The Progress made on the goal. This value would be computed as follows:

**Progress calculations**
Goal	Type of tracking	Calculation method
Goal (Objective or Key Result)	Dependent	Progress of the goal is the average (arithmetic mean) of the progress made across its child goals (objectives or key results) Thus, progress for such a goal cannot be directly checked-in
	Independent	Progress of the goal is the value entered while checking in the goal

The value would be housed within a colour-coded label depicting the status of the goal. More information about the status of the goal can be found here.

Status
The status of the child goals is depicted in the form of an infographic to allow for easy visualisation of the progress for the entire child goal tree. You can hover over it to see the number of child goals having statuses of each type (On track, Off track, At Risk, Closed).

In case there is no status, the value for the status field is NA
Tags
Using tags in goal setting allows for efficient categorisation, organisation, and easy retrieval of goals based on specific themes, projects, or attributes. Tags corresponding to each goal would be displayed in the Tags column.

You can use the Columns button towards the top right corner of the table to configure the visibility of the columns. It also houses additional columns, viz. Start Date and End Date.
No. of Child Objectives The number of child objectives aligned to the particular goal
Start Date This is the Start Date of the goal in question, generally being the date from which the employee (or team) has started working on the goal.
End Date
This is the End Date of the goal in question, generally being the target date by which the goal is stipulated to be achieved.

You can click on any goal or on the View Details button housed within the Ellipsis menu corresponding to each goal to open the “Edit Goal” panel and make changes to the goal (if required and authorised to).

Related to

Graphs

KPI Cards

Table

Individual view

Graphs

KPI Cards

Table

Progress calculations

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