How can users create their own custom widgets in the OKR Cockpit?

Category: OKRs

Profit.co allows users to create custom widgets tailored to their specific needs, enabling them to display the most relevant information seamlessly. 

Why this feature?

  • Users can design widgets that display the most relevant data, ensuring their dashboard is personalized and aligned with their unique objectives and goals.
  • Users have full control over both the layout and content, including the selection of charts, making the OKR Cockpit more adaptable to their unique requirements.
  • Customizing with relevant charts and metrics allows users to focus on key insights, improving decision-making and productivity by streamlining the dashboard to display only the necessary information.

Key Capabilities:

S.No

Key Capability

Description

Data Source Selection

Users can choose data sources such as Key Results or Check-ins to ensure the chart reflects the most relevant and actionable insights.

Chart Type Customization

Flexibility to select from a variety of chart types, including Column Chart, Stacked Column, Bar Chart, and Stacked Bar, to visualize data in the most effective and meaningful way.

Configurable Chart Legends

Customize the chart legend for better clarity and easy interpretation of data points and relationships within the chart.

X and Y Axis Customization

Users can define the data, labels, and metrics displayed on both the X and Y axes, tailoring the chart to align with their specific analysis, reporting requirements, and visualization goals.

Values Customization

Users can display the values of Key Results categorized into Standard Attributes and Custom Attributes, with the flexibility to choose the required color for better visual distinction.
 
To better understand how these key capabilities can be applied, consider the following business scenario where creating a custom chart is essential for effective data visualization and decision-making.

Business Scenario:

Many organizations struggle with generic dashboards that don't align with the unique needs of different teams, leading to inefficiencies, difficulty in decision-making, and cluttered interfaces. Without customization, teams spend time filtering data and often miss key insights.

Profit.co solves this by enabling users to create custom widgets tailored to their needs. With flexible data source selection, chart types, and axis customization, teams can design personalized dashboards that focus on relevant metrics. This boosts productivity, enhances decision-making, and aligns dashboards with specific goals, improving overall performance.

To create a custom widget, follow the below steps:

Navigate to OKRs → Cockpit from the left navigation panel. Click on the Customize button.

On the Customize Subfolder page, click on Add Custom Widget. 

On the Add Custom Widget page, add the Name, and give a Description if required. 

You can customize the widget by selecting the source, chart type, X and Y axes, and configuring values and colors to suit your requirements.

Below are the widget settings and configuration details for creating a custom chart tailored to this business scenario.

Widget Settings: 

To illustrate the widget customization process, let's create a widget that displays the number of key results by department and tag.

Widget Settings:

  • Chart name: No. of Key Results by Department and Tag
  • Source: Key result
  • Chart type: Stacked Bar

X-Axis:

  • Aggregation type: Count
  • Stacked data series: Tag
  • Data series: OKR Levels

Y-axis:

  • Data Series: Owners

This custom chart offers a comprehensive view of Key Results across departments, showing their association with various tags.

In conclusion, by providing clear insights into Key Result distribution and tag categorization, this chart enables departments to identify patterns, allocate resources efficiently, and stay focused on achieving their objectives.

Explanation of Key Capabilities

We can now explore the key capabilities that enable organizations to customize their data visualization and enhance decision-making.

1. Data Source Selection

In the Widget Customization, users can choose the required source and track them effectively. The available sources are:

  • Key Results - Select this source to monitor Key Results, providing visibility into their attributes such as name, tags, status, target dates, owners, and other details.
  • Check-ins - Select this source to monitor periodic updates, providing visibility into planned dates, values, statuses, and comments.

2. Chart Type Customization

Users can choose from several chart types to display their data in the most meaningful way, depending on the type of comparison or trend they want to highlight:

  • Column Chart
  • Stacked Column Chart
  • Bar Chart
  • Stacked Bar Chart

3. Configurable Chart Legends

Users can enable or disable the chart label toggle as needed to customize the display of legends on their charts.

4. X and Y Axis Customization

Customizing the X and Y axes widgets allows for tailored data visualization, enhancing clarity and relevance.

X-Axis Customization:

Feature

Description

Label Editing

Edit the label name of the X-axis to reflect the data being represented.

Data Series Selection

You can choose a source to determine which attributes need to be displayed:

Key Results: Displays relevant attributes such as Name, Tags, Status, Target Dates, Owners, etc.

Check-ins: Displays both Key Result and Check-in attributes, including Planned Date and Status.

Note: 

If you choose Key Results as the source, only the Key Result attributes (both Standard and Custom) will be visible.

If you select Check-ins as the source, both Key Result and Check-in attributes (Standard and Custom) will be available for selection. You can then choose the required attributes based on your needs.

Custom Attributes

Include any Custom attributes you have defined based on your specific needs.

Grouping Category

Organize data into categories for better visualization, including:

- Discrete Values

- Numeric Ranges

- Time (Monthly)

- Time (Weekly)
 
Y-Axis Customization:

Feature

Description

Label Editing

Similar to the X-axis, you can edit the label name of the Y-axis to suit your visualization needs.

Aggregation Type Selection

You can choose the required aggregation type for data representation:

Count

Sum 

Average
 
 

5. Values Customization

Values customization allows you to tailor the data displayed in you widget, enhancing the visual representation of key metrics.

 

Feature

Description

Label Editing

Edit the label value to accurately represent the data being displayed.

Data Series Selection

You can choose a source to determine which attributes need to be displayed:

Key Results: Displays relevant attributes such as Name, Tags, Status, Target Dates, Owners, etc.

Check-ins: Displays both Key Result and Check-in attributes, including Planned Date and Status.

Note: 

If you choose Key Results as the source, only the Key Result attributes (both Standard and Custom) will be visible.

If you select Check-ins as the source, both Key Result and Check-in attributes (Standard and Custom) will be available for selection. You can then choose the required attributes based on your needs.

Color Customization

Customize the color of the chart to improve visual distinction and alignment with your branding.

Multiple Values

You can add multiple values as needed, allowing for a comprehensive view of your data metrics.
 
 

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