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# How to view and track an employee's goal dashboard

The **Dashboards** area is where you view and manage the goal dashboard set up for an employee you follow. In it, you analyze how the goals are distributed and track, in an organized way, individual and corporate progress.

**In this article:**

- [Initial Filtering](#3-initial-filtering)
- [Goal Dashboard Overview](#3-goal-dashboard-overview)
- [Dashboard Status](#3-dashboard-status)
- [Linked Goals Breakdown](#3-linked-goals-breakdown)
- [Goal Hierarchy and Progress](#3-goal-hierarchy-and-progress)
- [Managing Linked Entities](#3-managing-linked-entities)

### Initial Filtering

To see an employee's goal dashboard, choose the cycle and the person.

#### 1. Choose the cycle

The selector is in the top right corner, without a label, and shows the cycle and its dates. The **Team Dashboards** list already appears in the current cycle. To see another period, select the OKR cycle you want in this selector. This way, the employee's goals appear within the correct period.

![the cycle filter of the goal dashboard](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-01_tlsaed.png)

> **Important:** dashboards are organized by **root cycles**, and each root cycle is considered a separate dashboard. For example, the root cycles **Year 2025** and **Year 2024** are two different dashboards.

Derived cycles, such as semesters, quarters or other periods, **do not change the structure or the view** of the main dashboard.

#### 2. Choose the person

In the **Team Dashboards** list, find the employee whose goal dashboard you want to see and click **Open** on their row. To find the person, the list has the **Search person** search and the **Groups and people** selector. On the **People** tab of this selector, the direct leader appears below each name, which gives a hierarchical view based on direct leadership.

![the Groups and people selector, on the People tab, with the direct leader below each name](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-02_9mwjpi.png)

### Goal Dashboard Overview

When you open the person's dashboard, the screen shows the **Overall progress of the consolidated dashboard** block, with the overall progress as a percentage and the current weight distribution. Right after it comes the **Goal groups** section, with a card for each goal group already set up.

![a person's dashboard, with the Overall progress of the consolidated dashboard and the goal groups](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-03_15rqg0r.png)

For example, a dashboard can have two goal groups:

| Goal group | What it represents |
| --- | --- |
| **Corporate Goal** | The part of the goals linked directly to the organization's objectives. In this example, it is 20% of the employee's goals. |
| **Individual Goal** | The employee's personal goals. In this example, they represent 80% of the total. |

> Goal groups do not have to follow this model and can be set up in other ways. The model above is only an example.

### Dashboard Status

Next to this information, the **dashboard status** appears.

![the dashboard status](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-04_143ai88.png)

Some of the statuses that can appear:

| Status | What it means |
| --- | --- |
| **Building** | The dashboard is still being put together and can be adjusted. |
| **Approved** | The dashboard has been approved. |

### Linked Goals Breakdown

Each goal group shows this information about the entities linked to it:

![a goal group with the linked entities](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-05_1tsuasc.png)

| Information | What it shows |
| --- | --- |
| **Assigned wheights:** | Two numbers, as percentages. The first is the sum of the weights of the entities linked to the group, and the second is the group's weight. When the first is greater than the second, it appears in red, with an alert icon. When it is lower, it appears in yellow, with the same icon. When the two are equal, no alert appears. |
| **Details of the linked entities** | Each entity associated with the employee's dashboard shows **Entity** (the name), **entity ID**, **Group** and **entity category**. |
| **Entity weight within the goal group** | How much the entity weighs within the group. |
| **People involved in the entity** | The names of the people involved, the role of each one in the entity and the weight of each one's participation. |

### Goal Hierarchy and Progress

In addition to these details, the dashboard shows the **Hierarchy** and the **Progress** of each entity. The hierarchy helps you understand the relationship between different goals and objectives. Progress appears as a percentage and helps you track performance.

![the hierarchy and progress of the entities in a goal group](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-06_1xzxoc2.png)

### Managing Linked Entities

On the dashboard, you can see the full details of the people linked to each entity.

![the details of the people linked to an entity](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-08_1fgdcab.png)

You can also unlink an employee from an entity, that is, remove the link between the two.

![the option to unlink an employee from an entity](https://storage.crisp.chat/users/helpdesk/website/-/a/8/8/2/a882c576f7a93000/paineis-de-metas-en-imagem-09_1cfenq8.png)