Goal Progress
A summary of all active company goals with progress bars, status indicators, and target dates. Goals marked “At Risk” or “Behind” are highlighted for immediate attention.
Company Board
The Company Board is a strategic-level dashboard that provides executives and decision-makers with a consolidated view of organizational health, goal progress, and cross-department performance. Think of it as the boardroom view of your AI-powered operations.
Board Layout
Section titled “Board Layout”The Company Board is organized into several panels, each providing a different facet of organizational status:
Department Scorecard
A grid showing each department’s key metrics — task completion rate, active agents, token usage, and error rate. Departments are color-coded by overall health.
Operator Insights
The Operator’s latest strategic recommendations, including resource reallocation suggestions, risk alerts, and optimization opportunities.
Key Metrics
Organization-wide metrics including total tasks completed, revenue influenced, cost savings, and SLA compliance percentages.
Goal Progress Panel
Section titled “Goal Progress Panel”This panel shows every active goal as a horizontal bar with:
- The goal title and assigned department.
- A progress bar showing percentage completion based on key results.
- A status badge: On Track (green), At Risk (yellow), Behind (red), or Completed (blue).
- Days remaining until the target date.
Click any goal to drill into its detail page with full key result breakdowns.
Department Scorecard
Section titled “Department Scorecard”The scorecard presents a table where each row represents a department:
| Column | Description |
|---|---|
| Department | Name of the department. |
| Health | Overall health score from 0-100 based on error rates, task completion, and budget usage. |
| Active Agents | Number of agents currently assigned and running. |
| Tasks (7d) | Tasks completed in the last 7 days. |
| Token Usage | Percentage of the department’s token budget consumed. |
| Top Issue | The most common error or blocker affecting the department. |
Departments with a health score below 60 are flagged in red. Click a row to navigate to that department’s analytics page.
Operator Insights
Section titled “Operator Insights”The Operator runs a periodic analysis of your entire organization and surfaces actionable insights on the board:
- Resource recommendations — “The Finance department is processing 40% more tasks than last week. Consider adding an additional agent.”
- Risk alerts — “The Salesforce connection token expires in 3 days. Schedule a re-authorization.”
- Optimization suggestions — “Two agents in the Support department have overlapping skills. Consolidating them could reduce token usage by 15%.”
- Goal alignment warnings — “No active tasks are contributing to the Q2 revenue goal.”
Insights are refreshed every time an altitude check runs, or you can manually trigger a refresh by clicking the Refresh Insights button.
Key Metrics
Section titled “Key Metrics”The key metrics panel displays four to six configurable KPIs that represent your organization’s most important numbers. Default metrics include:
- Total tasks completed (this month).
- Agent utilization (percentage of time agents are actively working).
- Token spend (current month vs. budget).
- Error rate (percentage of failed task executions).
You can customize which metrics appear by clicking Configure Metrics in the panel header. Choose from predefined metrics or create custom metrics based on data from your connections.
Time Range Controls
Section titled “Time Range Controls”The board supports multiple time ranges for all panels:
- Today — real-time view of current-day activity.
- 7 days — weekly trends and comparisons.
- 30 days — monthly performance overview.
- Quarter — quarterly goal and budget tracking.
Use the time range selector in the top-right corner of the board to switch views. All panels update simultaneously.
Exporting Board Data
Section titled “Exporting Board Data”Click the Export button to download a PDF or CSV summary of the board. The PDF format is designed for executive presentations and includes all panels with their current data. The CSV format exports raw metric values for further analysis in spreadsheet tools.