Profit.co lets you view how each initiative on a roadmap is progressing for a specific month, quarter, or year. You can also update an initiative directly from that same dashboard.
Table of Contents
- What is Initiative Progress by Period?
- Why Does Initiative Progress by Period Matter?
- How Does Initiative Progress by Period Work?
- What Happens When You Use Initiative Progress by Period?
- What Are the Best Practices for Initiative Progress by Period?
- Related Articles
- What Are Some Frequently Asked Questions About Initiative Progress by Period?
What is Initiative Progress by Period?
Initiative Progress by Period is a view inside the Strategy Roadmaps dashboard that shows how each initiative's progress breaks down by month, quarter, or year. It's available once you open a specific roadmap from the Strategy Roadmaps page.
Super Users and other users with roadmap access can also organize initiatives into customized themes and sub-themes within the same dashboard, so initiatives are grouped by row according to your own structure rather than a single fixed layout.
Why Does Initiative Progress by Period Matter?
Without this view, tracking how an initiative is progressing over a specific stretch of time means checking it separately instead of seeing it alongside the rest of the roadmap. Filtering the dashboard by month, quarter, or year keeps that comparison on one screen.
Organizing initiatives into custom themes and sub-themes also means the roadmap can reflect your own priorities, such as grouping initiatives by team or strategic pillar, instead of a single predefined row structure.
How Does Initiative Progress by Period Work?
Step 1: Open a Roadmap
- Navigate to Strategy Roadmaps from the left navigation panel.
- Choose the roadmap you want to view.
Step 2: Filter Progress by Period
- Select Month, Quarter, or Year to view initiative progress for that period.
Step 3: Update an Initiative (Optional)
- Make changes to an Initiative you have access to.
- Click Update to save the change.
What Happens When You Use Initiative Progress by Period?
| Scenario | What Happens |
|---|---|
| You switch between Month, Quarter, or Year on the roadmap dashboard. | Profit.co displays each initiative's progress scoped to that specific period, without changing the initiative's actual progress value or status. |
| You create custom themes and sub-themes on the roadmap. | Profit.co organizes the initiatives in each row according to that structure. |
| You try to update an Initiative without access to it. | Profit.co doesn't let you make changes, since only users with access to that Initiative can update it from the dashboard. |
| You update an Initiative directly from the roadmap dashboard and click Update. | Profit.co saves the change to that Initiative's record. |
What Are the Best Practices for Initiative Progress by Period?
- Choose the period, month, quarter, or year, that matches the discussion you're preparing for, since the dashboard recalculates the progress view for whichever period you select.
- Set up custom themes and sub-themes before relying on the roadmap for regular reviews, since initiatives are grouped in rows according to that structure rather than a fixed default layout.
- Confirm you have access to an Initiative before trying to update it from the dashboard, since the Update option only works for Initiatives you're authorized to change.
- Make Initiative updates directly from the roadmap dashboard when you're already reviewing progress there, since it saves a separate trip to the Initiative to make the same change.
Related Articles
- How does the Strategy Roadmaps work in Profit.co?
- How to delete the themes and sub-themes from the Roadmap?
What Are Some Frequently Asked Questions About Initiative Progress by Period?
You choose one roadmap at a time from the Strategy Roadmaps page, then filter that roadmap's initiatives by Month, Quarter, or Year.
Super Users and other users with access to that roadmap can create customized themes and sub-themes to organize initiatives into rows.
No. Users with access to an Initiative can make changes and click Update directly from the roadmap dashboard, without opening the Initiative elsewhere.
Execute your strategy with confidence
Connect OKRs, tasks, and teams in one place with Profit.co
