Profit.co News Digest – June 2026

Power Productivity with New Features in Profit.co:

PLAN

• OKR Approval Flow — Email Notifications: Three new automated emails (Pending Approval, Approved, Rejected) close the silent-queue gap in the OKR Approval Workflow — Approvers are alerted the moment an OKR needs review, and Owners are notified the moment a decision is made.
• Strategy Roadmaps (New Module): A dedicated module linking strategic Themes and Sub-Themes to OKRs, with automatic bottom-up progress rollup, a Gantt/Alignment tree view, ownership-scoped notifications, and a full activity log.
• OKR Snapshot Panel — Inline Anomaly Rule Display: Each flagged Key Result in the anomaly panel now shows a color-coded rule badge (Status Mismatch, Overconfident, Over-flagged) directly on the row, with filtering/sorting by rule type — no more downloading an Excel export just to see why a KR was flagged.
• Interactive OKR Progress Tracker — Multi-Level Hierarchy & Stacked Status Visualization: A 3-level (Objective → KR → Sub-KR) tracker with color-coded stacked status bars and live drag sliders for real-time “what-if” scenario planning — no check-in commit required.
• Task Configuration: Archive Behavior: Admins choose Option A (hide Archive column, exclude from completion %) or Option B (keep visible, count archived tasks as done) — fixing previously understated OKR execution progress.
• Department OKR Creation — OKR Authors: A new precise permission tier lets department members propose OKRs with ownership-scoped edit/check-in rights, without full Champion-level access.
• Granular Check-in Date Restrictions: The old single “Restrict Check-in” toggle is now split into two independent controls — future-dated and retroactive check-ins (with a configurable day window) — so orgs no longer choose between strict governance and legitimate missed-entry corrections.
• Department-Level Check-in Review Layout: Admins can configure a distinct Check-in Review form per department, with the global Master Layout as automatic fallback.
• Relative Time Indicator for Last Check-in Date: Hovering the “Last Actual Check-in Date” column now shows human-readable relative time (“19 minutes ago,” “3 weeks ago”) for instant recency awareness.
• Edit OKRs Directly from Saved Views: Users can now update Objectives or Key Results inline from within a Saved View — no more navigating away to make routine edits.
• View All Check-ins from the OKR Quick-View Panel: The full check-in history — with On Time/Late/Missed filters — is now accessible in a single click from the quick-view drawer, replacing a 3–4 click detour to the KR detail page.
• Column Customization for KRs Progress Presentation – Hierarchical View: Admins can now select, reorder, and persist which columns (Owner, From, To, Progress %, Status) appear in the Slide 3 hierarchical presentation table.
• OKR Snapshot — Configurable Column Display & Status Label Enhancement: Downloaded PPTX snapshots now support up to 4 configurable columns (Progress, Planned, Actual, From/To) plus a text label alongside the status color block — making slides self-explanatory without a verbal walkthrough.
• Recent / All Check-in Tabs Reinstated in Presentation View: The Recent/All tab toggle — removed in an earlier UI simplification and flagged by customers as a regression — is back in the Presentation View check-in panel.
• Individual OKR Alignment to Department OKRs: Individual contributors can now align personal OKRs directly to department-level Objectives/KRs from the My OKRs view, closing a structural gap in the cascading model.
• Bi-Weekly Check-In Frequency Support: Bi-weekly is now a fully native, system-managed check-in cadence with anchor-day scheduling — eliminating manual Custom Frequency workarounds that took up to 8 minutes per KR per quarter.
• Objective Cloning UX Hardening: Three fixes — a disabled/tooltip state preventing confusing clone selections, richer activity-log fields (clone_mode, task_count_copied), and a persistent disclosure note clarifying clones are independent copies, not live mirrors.
• KPI Summary Drill-Down & Hierarchy View: BSC KPI rows aggregating multiple KRs now expand to show each contributing KR with its weighted calculation formula.
• OKR Progress Trend Column: A new optional sparkline column shows whether a goal is accelerating, stagnating, or declining across the full period.
• Enable Edit Option on Check-in Page: Edit or delete past check-ins directly from the check-in slide-over panel — no detour to the KR detail page.
• “Not Applicable” Roll-Up Mode for Sub-Key Results: A third roll-up mode fully decouples a parent KR from sub-KR progress calculations, for mixed hierarchies with informational/dependency-tracking KRs.
• Download Custom Widget Report in CSV Format: Custom Cockpit widgets can now export a single combined CSV — no more manually merging each constituent widget.
• New Control KPI Progress Calculation Type: Plan vs Actual: Control KPIs can track progress as planned ÷ actual, so the bar reflects budget pressure as spend approaches or exceeds plan.
• Contextual Email Notifications for KR Updates: Co-owners get real-time emails with a field-by-field Change Log whenever a shared KR is updated.
• Plan Sync Extended to Currency, Time, and Numeric Measurement Types: Automated plan synchronization — previously Percentage-only — now works across Currency, Time, and Numeric types.

PROCESS

• PPM Duration Tracking & Task Compliance: Automatic Planned/Actual Duration, Duration Variance, Delay Duration, and a Compliance badge turn “did we finish on time?” into a quantified, filterable, exportable metric across all hierarchy levels.
• Clone Project — Tollgate, Checklist & Dependencies Support: Cloning now carries over the full governance sequence, task checklists, and dependency chains (all default ON, individually toggleable) — turning a 30-minute manual rebuild into a 2-minute clone.
• Portfolio & Project Visibility — Access Inheritance, Department Visibility & Observer Classification: Adding a user or department to a portfolio now cascades visibility automatically across every project inside it, and Observers are now excluded from member counts and capacity data by default.
• PPM Executive Leadership Dashboard — 8 C-Level Widgets: A purpose-built CIO/CTO dashboard organized into Zone 1 (Project Health Scorecard, Budget vs Actuals, EVM Summary, Risk Radar) and Zone 2 (OKR–Project Alignment, Demand Pipeline, Capacity vs Demand Forecast, Multi-Project Resource Conflicts) — replacing manual cross-tab spreadsheet assembly.
• Exclude Status from Progress Percentage Calculation: Any task status (e.g., Archived, On Hold, Cancelled) can now be excluded from progress roll-ups at every hierarchy level, so inactive or removed scope no longer drags down completion %.
• Enable / Disable Archived Task Status: Super Users can now enable/disable the Archived status from Settings just like any other status — full taxonomy control with zero risk to existing task data.
• Plan view — Filter Enhancement: Filter large Gantt views by Stage, Priority, Owner, Health, Progress %, Tags, Type, and planned dates, with live updates and removable filter chips.
• Plan view — Column Customization: Show, hide, reorder, and search columns in the Plan view.
• Workspaces Sidebar — Tree View: Nested workspaces now display in a collapsible tree.
• Expanded Approver Options in Project Closure Approval Flow: Project Owner and Portfolio Owner are now available as approver types, aligning with the Requests module.
• Automated Tollgate-to-Milestone Mapping: Project templates can map milestones to tollgate stages once — every project from that template inherits it automatically.
• Filters on the Request Pages: My Requests and All Requests share the same filter panel as the Plan view, with saved, persistent filters.
• Same Approver Across Multiple Sequential Approval Stages: An “Approval Carried Forward” mechanism intelligently handles repeat approvers across stages — no redundant approvals.
• PPM Cockpit — Unified Dashboard: A leadership dashboard combining portfolio, pipeline, health, and trend widgets on one exportable, drill-down-ready screen.
• Risk & Issue Creation Page — Redesign: Creating a Risk or Issue is now one focused modal with a live Risk Level matrix, inline Response capture, and task linking.
• Tollgate Library — Enhancement: Tollgates are now a reusable library — define once, use across many sequences, non-destructive enable/disable.
• Request Page — Revamp: A new sortable/filterable Requests table, streamlined Create Request modal, and consolidated detail page with a stage tracker carrying through to the converted project.

PEOPLE

• Review Submission Status Reports: HR Admins/HRBPs get a single-screen view of who has and hasn’t submitted across an entire review cycle — every assessment type — plus two exportable reports (HR Dashboard Review Report, Review Stat Report).
• Reopen Assessment for External Reviewers: HR Admins, Managers, and Reviewees can now reopen a completed External Reviewer assessment for correction — fully audit-logged, with no backend intervention needed.
• OKR Visibility Enforcement in Performance Reviews & Employee 360: OKR visibility settings (Public, My Management, My Directs, My Team, Access List) are now enforced everywhere assessments and Employee 360 pages display OKRs — not just within the OKRs module.
• Survey: Chart Type Now Optional for All Question Types: Admins can set “No Chart” for structured-data questions (names, IDs) while keeping full response data in exports.
• Role-Based Add-on Privilege Management: Add-on privileges (Bowler Chart, Cockpit/OKRs Program Status, Cockpit–Department Access) can now be assigned at the role level, inherited automatically within 60 seconds.
• Group Management: Create reusable named groups of people, departments, or other groups — usable across OKRs, Tasks, and PPM assignee fields.

Check out our latest blog posts!

Employee Performance

• Performance Metrics Examples: A Practical Guide for Strategy-Driven Teams Performance metrics are measurable indicators of output and progress; the useful ones have clear ownership, targets, and links to strategy.
• Employee Goal Setting Examples: 14 Real Goals That Actually Get Done Employee goals fall into performance, development, and behavioral types; strong ones name the outcome, metric, and deadline.
• Performance Management Strategies That Actually Change How Teams Execute Performance management strategies align employee effort with business outcomes through continuous feedback, OKR-linked goals, and data-driven reviews.
• Common Performance Mistakes That Cost Companies More Than They Realize Common performance mistakes like recency bias, halo effects, and vague criteria stem from system design flaws, not a lack of manager training.
• Employee Recognition Software: How to Choose the Right Platform in 2026 Employee recognition software enables peer appreciation and milestone rewards; the best platforms tie recognition to OKR progress and reviews.
• Performance Improvement Plan (PIP): What It Is, How to Write One, and How to Make It Work A performance improvement plan (PIP) is a formal document setting measurable goals, a 30–90 day timeline, and support to close a defined performance gap.
• Employee Productivity Strategies: What Actually Works Employee productivity strategies work by connecting individual effort to measurable outcomes through OKR alignment, project governance, and tracking.

Performance Reviews

• Performance Review Templates: A Complete Guide for High-Performance Teams A performance review template guides consistent evaluation of work quality, goals, and competencies, tying each rating to measurable evidence.
• Peer Review Examples: 30+ Feedback Examples That Actually Drive Performance Peer review examples are behavior-anchored statements citing a specific situation, outcome, and measurable impact rather than personality traits.
• Performance Review Examples: Real Templates for Every Role Performance review examples are outcome-linked statements following the SAR format (Situation, Action, Result) that tie actions to measurable results.
• Employee Evaluation Phrases: 100+ Examples That Drive Real Performance Employee evaluation phrases are written review statements describing behaviors and results; effective ones follow the Subject–Behavior–Impact model.
• 360 Feedback Examples: Real Phrases That Drive Performance 360 feedback examples are competency-organized phrases naming an observable behavior, its impact, and a clear continuation or change request.
• Self Appraisal Examples: Write Performance Reviews That Actually Matter Self appraisal examples are structured self-assessments naming a specific achievement, a measurable outcome, and one development area with a plan.
• Performance Review Software: The Buyer’s Guide for High-Performance Teams Performance review software structures and automates employee evaluations, connecting individual contributions to team goals and company strategy.
• 360 Feedback Software: What to Look For, What Most Tools Miss, and How to Choose Right 360 feedback software automates multi-source performance input from peers, managers, reports, and self-reviews into calibrated scores for HR decisions.

Scenario Planning

• What Is Scenario Planning — and Why Most Strategic Plans Break Without It Scenario planning is a structured method for preparing multiple strategic responses to plausible futures, each with early-warning signals and a response plan.

Performance Mgmt Software

• Features to Look for in Performance Management Software Key performance management software features include native OKR integration, continuous feedback, AI-assisted review drafting, and calibration controls.
• Performance Management Tools Comparison: What the Category Actually Looks Like in 2026 Performance management tools fall into three types: standalone review platforms, goal-tracking tools, and unified execution platforms connecting both.

Strategic Planning Software

• What is Strategic Portfolio Management (SPM)? Strategic Portfolio Management is the practice of selecting, prioritizing, and governing project investments to align funding with strategy.
• The Strategic Planning Process: How to Bridge Strategy and Execution The strategic planning process spans six stages from analysis to review, but breaks at stage four, where strategy loses contact with daily work.
• Strategic Planning Tools: How to Connect OKRs to Project Execution Strategic planning tools connect annual strategy to quarterly OKRs, projects, and execution, but disconnected stacks lose the advantage
• Strategic Planning Frameworks: A Decision Guide for Execution-Focused Leaders Strategic planning frameworks like OKRs, Balanced Scorecard, and Hoshin Kanri connect goals to execution; matching the right one is key.
• Business Planning Software: How to Choose the Right Platform for Your Organization Business planning software unifies strategic goals, resource allocation, project delivery, and performance tracking in one connected system.

Watch our latest YouTube videos!

• How to Track Response Time in Profit.co Using Zoho Desk? See how to set up a Response Time key result in Profit.co and connect it to Zoho Desk. Once it’s set up, your data updates automatically — no manual work needed.
• How to Track Happiness Rate in Profit.co Using Zoho Desk? Learn how to set up a Happiness Rate key result in Profit.co using Zoho Desk. It checks in daily on its own, so you always know how satisfied your customers are.
• Profit.co PPM — Manage Projects, Portfolios & Strategy in One Platform Profit.co PPM helps project managers, PMO leaders, and executives manage projects and strategy in one place — with AI-based updates and easy integrations like Jira, Slack, and Salesforce.
• Agility vs Efficiency: The OKR Architecture That Resolves Both Many teams move fast but in the wrong direction. This video shows a simple OKR structure that tracks both speed and efficiency together, so you don’t have to choose one over the other.
• Are Your Performance Reviews Actually Driving Performance? Bad performance reviews cost companies billions in lost productivity. This video shares 3 easy rules — name the behavior, explain its impact, and encourage growth — to make your reviews actually help people improve.