Outcome and KPI Reports

Reports in Vistaly provide a streamlined view of your work’s impact without overwhelming detail. They allow you to showcase key metrics and outcomes in an easily shareable format.

1. Creating a New Report

  1. Click the Add new report button
  2. Enter a name for your report

Report Levels:

  • Team-level reports: Focus on individual trios or squads
  • Company-level reports: Track progress across multiple trios or squads

2. Adding KPIs (Metrics)

The top section of your report displays metrics. These can be (but are not limited to):

  • Business-level “board metrics” for company reports
  • Key engagement metrics for team-level reports

To add metrics:

  1. Click Adjust KPIs
  2. Select one or more metrics from any workspace

Important Features:

  • Reports exist across all workspaces, allowing you to combine KPIs from different areas of the business
  • Use the sort feature to customize the order of displayed KPIs

3. Adding Outcomes

The bottom section of your report showcases outcomes:

  1. Click Adjust Outcomes
  2. Select one or more outcomes from any workspace

After adding an outcome, the report automatically:

  • Displays related opportunities and solutions
  • Groups items by Now, Next, Later, and Done categories
  • Shows solution completion points on the timeline with pins

This visualization helps you identify correlations between actions taken and their impact.

Customization and Editing

Timeline Planning:

  • Set future end dates for solutions to display projected completion points

Inline Editing:

  • Hover over any value to make quick changes directly in the report view
  • Dates, values, and units can all be modified inline

This feature allows for efficient report management without navigating to other views.