Adding Key Result Charts to Biz Reviews

Overview

Adding Charts to Biz Review provides a deep dive into the progress of Key Results. You can add data from other sources into your Biz Reviews or use existing Key Result data from current and previous quarters.

Available Key Result Charts

Create customizable Charts to display Key Results or KPIs (Data Streams) in WorkBoard. You can choose up to 8 Key Results to display on a chart.

Chart Options:

  • Progress Only
    • Line
    • Bar
    • Stacked Bar
    • Table
    • Donut (Available if showcasing only one Key Result or KPI)
  • Plan vs. Actual
    • Bar
    • Line

Add Key Result Charts to Biz Reviews

  1. Select the Pencil mceclip0.png in the upper right-hand corner of the Biz Review.
  2. Select Add Content
  3. Choose Chart
  4. Choose between adding Key Results or KPI
    Note:
    KPIs populate from Data Streams that are either visible to your Teams or Global.
  5. Search for a Key Result by searching for the name, Team or owner of the Key Result
  6. Add the Key Results
  7. Optional: To add multiple Key Results to the chart Select Add More Key Results
  8. Choose the Chart type to display your Key Results
    Note: Available Chart types will depend on the number of Key Results added in the prior screen
  9. Select the Date range for your Key Result values 
  10. Customize Key Result display with a custom Legend label, data series color and an optional narrative text area.
  11. Click Save to finish building the Chart Tray.
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