Altitude Checks
An altitude check is a review the Navigator generates for a period — a scorecard of goals, milestones, issues and KPIs, with wins, recommended actions and a summary.
An altitude check is a review of how your organization is doing against its goals over a period of time, generated by the Navigator in the Company group.
Where to find altitude checks
- Company > Navigator opens on a Dashboard tab with the Navigator’s status and the latest check’s scorecard and summary. The Altitude Checks tab lists every check, and the Settings tab holds the Navigator’s settings.
- Company > Altitude Checks lists every check, newest period first. Select a check to open it in full, or select Compare Checks to compare two.
Generate a check
An owner or admin generates a check by selecting Generate Check Now on the Navigator’s Dashboard or Settings tab.
Each check covers the time since the previous check ended. The first check covers the previous 7 days, or 14 days when Check Frequency is set to Biweekly.
What a check contains
| Section | What it shows |
|---|---|
| Executive summary | A short paragraph: the period, how many goals are on track, how many milestones are complete, open and critical issues, the top wins and any at-risk milestones |
| Scorecard | The metrics below, each with its value, its trend against the previous check, and a status of good, warning or critical |
| Milestone review | Milestones completed, in progress, and at risk (status at_risk or off_track) |
| Issues summary | Tasks created during the period on the boards you chose, counted by priority, with how many were resolved |
| Wins | Milestones completed, issues resolved during the period, and a note when at least 80% of KPIs are meeting their targets |
| Recommended actions | A prioritized list drawn from the scorecard (see below) |
Scorecard metrics
| Metric | What it measures | Good | Warning | Critical |
|---|---|---|---|---|
| Goals On Track % | Of your goals with status active, on_track, at_risk or off_track, the share that are active or on_track | 70% or more | 49% to 69% | Below 49% |
| Milestones Complete % | Of your milestones that are not cancelled, the share that are complete | 50% or more | 35% to 49% | Below 35% |
| Issues Open | Open tasks created during the period on the boards you chose | 5 or fewer | 6 to 10 | More than 10 |
| KPIs Meeting Target % | Of your KPIs with both a current and a target value, the share whose current value is at least 80% of target | 70% or more | 49% to 69% | Below 49% |
| Tokens Used | Tokens your organization consumed during the period | Always shown as good | ||
| Pipeline Value | The value of open deals, when your organization has the Sales module | More than zero | Zero, or left blank because open deals are in more than one currency |
Issues come only from the boards selected under Boards in Altitude Checks on the Navigator’s Settings tab. With no boards selected, a check counts no issues.
Recommended actions
A check recommends:
- reviewing at-risk milestones, when there are any;
- addressing critical issues, when there are open tasks with
urgentpriority; - a goal review, when fewer than 70% of goals are on track;
- a review of department performance, when fewer than 50% of KPIs are meeting their targets.
When none of these applies, the check says all systems are healthy. Recommendations are text only. Nothing in your organization changes because of them.
Compare two checks
On the Navigator’s Altitude Checks tab, select Compare, tick two checks and select Compare Selected. The comparison shows each scorecard metric’s value in both checks, the difference and the trend.
Compare Checks on Company > Altitude Checks does the same with an older and a newer check you pick from two lists, and adds the change in issues and completed milestones.
Altitude checks and goals
A check reads your goals, milestones and KPIs as they stand when it is generated. To change what the next check reports about goals and milestones, update them on Company > Goals. See Company Goals.