Insights
The Insights dashboard in SUCCESS.co gives you a real-time view of how your organization is executing against priorities. It brings together key performance signals across meetings, Rocks (goals), and To-dos, so you can quickly assess what’s working and where attention is needed.
Insights is designed to help leaders move from data to action, focusing conversations on what matters most and driving accountability across teams.
Use the Overview tab to get a quick snapshot of execution across your organization.
How to use it
Open Insights > Overview.
Review the Health Summary cards at the top for a quick status check.
Scan the Team Performance table to compare teams.
Scroll down to view Execution Trends, AI Insights, and Execution Distribution.
Use this page to spot risks, identify patterns, and decide where to drill in next.
The Overview tab is the best place to start when you want a high-level view before exploring details in Meetings, Rocks, To-dos, or Issues.
Click Company-wide to select a specific team from the dropdown and view their insights.
Select the calendar icon to choose which quarter of insights to view.
Health Summary
Use the Health Summary section to quickly understand overall execution health for the selected date range and filters.
How to use it
Check Overall Health to see the combined execution score.
Review Avg Meeting Rating to understand meeting effectiveness.
Look at Rock Health to see how priorities are progressing.
Check To-do Completion Rate to see whether tasks are being completed on time.
Use these cards together to identify which area needs attention first.
The Health Summary helps you assess performance at a glance before reviewing team-level details and trends.
Review each team’s Health Score to quickly spot low-performing teams.
Compare:
Meeting Rating to assess meeting effectiveness
Rocks on Track to check progress on priorities
To-do Completion to evaluate task accountability
Avg Issue Age to identify unresolved issues
Look at the Trend column to see if performance is improving or declining.
Click on a team row to drill into more detailed insights.
When to use it
To compare performance across teams
To identify which teams need support
To prepare for leadership or accountability meetings
Note: This section is only visible when the view is set to Company-wide. When a specific team is selected, this data is automatically filtered and shown throughout the page instead of in a comparison table.
Select a team to view its insights.
Execution Trends
The Execution Trends section shows how performance changes over time across meetings, Rocks, and issues.
Hover over any point or bar to see detailed values for that specific week.
Hover over the legend (color labels) to highlight specific data in the chart.
Use these trends to identify patterns, spikes, or declines in performance.
Meeting health over time: Track average meeting ratings by week
Rock status over time: See how Rocks progress across statuses (on track, off track, done, not done)
Issue trend: Monitor open issues, new issues, and resolved issues per week
AI Insights
The AI Insights section highlights key risks, trends, and changes in your organization’s execution, based on your data.
How to use it
Review each insight card:
Risk: Flags potential issues that may need attention
Trend: Highlights positive or negative changes over time
Read the summary to understand what changed and why it matters.
Use the suggested action to guide team discussions or next steps.
Take action
Click the three-dot menu on an insight card.
Select:
Add issue to create an issue from the insight
Add to-do to assign a follow-up action
Execution Distribution
The Execution Distribution section helps you understand how performance is spread across teams and how work (Rocks) is distributed among owners.
Team Health Distribution
Shows how many teams fall into each category:
Healthy
At Risk
Unhealthy
Use this to quickly assess overall organizational health.
Rock Ownership Balance
Shows how Rocks are distributed across owners
Compare bar lengths to identify workload balance
Look for owners with significantly more Rocks than others
Click on an owner in Rock Ownership Balance to view their assigned Rocks in the Rocks section.
The Meetings tab in Insights helps you track meeting effectiveness, consistency, and follow-through over time.
How to use it
Go to Insights > Meetings.
Select your team and date range at the top.
Review the summary cards:
Meeting Consistency: Percentage of weeks with at least one meeting held
Average Score: Overall meeting rating
Duration Variance: How much actual meeting time varies from planned
To-do Completion: Follow-through rate from meetings
Use these metrics to quickly assess meeting health.
Meetings Trend
Scroll to Meetings Trend.
Use the toggle (Score, Attendance, Todos, Duration) to switch views.
Review weekly trends to see how performance changes over time.
Hover over points on the chart to view detailed data for each week.
Meeting Breakdown
Scroll to Meeting Breakdown.
Review each meeting type:
Held %: How often the meeting occurs
Avg Score: Meeting effectiveness
Duration Var.: Time variance from planned duration
To-do Completion: Follow-through from that meeting
Last Held: Most recent meeting date
Compare meeting types to identify which are effective and which need improvement.
The Rocks tab shows progress, status, and completion of your team’s priorities over time.
How to use it
Go to Insights > Rocks.
Select your team and date range.
Review the summary cards:
On Track / Off Track: Status of Rocks
Milestones Done: Progress toward completion
Avg Days to Complete: Speed of execution
Check Rock Status Over Time to track progress by week.
Review the Rock List to:
See owner, status, and % complete
Identify risks and stalled Rocks
The To-dos tab shows task completion, timeliness, and workload across your team.
How to use it
Go to Insights > To-dos.
Select your team and date range.
Review the summary cards:
Completion Rate: % of To-dos completed on time
Avg Days to Complete: Time from creation to completion
Overdue: % of past-due To-dos
Avg To-dos per Person: Workload distribution
Check the To-do Trend chart to track performance over time (use toggles to switch views).
Review Weekly Completion by Team Member to identify top performers and gaps.
Click any value in Weekly Completion by Team Member to open a side panel with task details, completion rate, timing, and weekly activity.
Breakdown by Owner
Scroll down to Breakdown by Owner.
Review each team member:
Assigned / Completed: Task volume and output
Overdue: Missed deadlines
Avg Days: Speed of completion
Completion %: Overall performance
Compare team members to identify top performers and those who may need support.
The Issues tab helps you track resolution speed, open issues, and overall issue trends.
How to use it
Go to Insights > Issues.
Select your team and date range.
Review the summary cards:
Resolution Rate: % of issues resolved
Avg Days to Resolve: Time to close issues
Open Issues: Current unresolved issues
Issues per Meeting: Average issues raised
Issue Trend
Review the Issue Trend chart to track changes over time.
Use the toggle to switch between views (resolution rate, open count, created vs resolved).
Hover over the chart to see weekly details.
Resolution by Age
Check how quickly issues are resolved across time ranges.
Use this to identify delays or aging issues.
Issues List
Scroll to Issues List.
Review each issue:
Type, owner, and status
Days open and assigned team
Click on an issue to view or edit it in detail.
