# Insights

The **Insights dashboard** in [SUCCESS.co](https://www.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.

URL: https://www.success.co/docs/guides/insights  
Published: 2026-03-31

## Overview

Use the **Overview** tab to get a quick snapshot of execution across your organization.

#### How to use it

1. Open **Insights > Overview**.
2. Review the **Health Summary** cards at the top for a quick status check.
3. Scan the **Team Performance** table to compare teams.
4. Scroll down to view **Execution Trends**, **AI Insights**, and **Execution Distribution**.
5. 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.

![Insights Overview tab showing the Health summary cards, the Team performance table and Execution trends charts for the current quarter](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KmyrE9JJP3s29D9y145ecF8Q/Screenshot-2026-03-30-at-7-53-12-AM)

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.

![Insights Overview with the Company-wide team selector and quarter picker highlighted, and the team dropdown open listing teams](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMYS2TWqHR0kZ6Jf3vrh641a/Screenshot-2026-03-30-at-8-03-49-AM)

### Health Summary

Use the **Health Summary** section to quickly understand overall execution health for the selected date range and filters.

#### How to use it

1. Check **Overall Health** to see the combined execution score.
2. Review **Avg Meeting Rating** to understand meeting effectiveness.
3. Look at **Rock Health** to see how priorities are progressing.
4. Check **To-do Completion Rate** to see whether tasks are being completed on time.
5. 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.

![Insights Overview with the Health summary section highlighted, showing overall health, average meeting rating, Rock health and To-Do completion rate](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KmYsKhWvDV2C4EHggY4q93mQ/Screenshot-2026-03-30-at-8-11-31-AM)

### Team Performance

The **Team Performance** section in **Insights → Overview** provides a company-wide view of how each team is performing during the selected quarter.

Each team is displayed with key performance metrics, making it easy to compare team health and identify areas that may need attention.

The table includes:

- **Health Score**: The team's overall health score based on its performance data.
- **Meeting Rating**: The team's average meeting rating for the selected period.
- **Rock Health**: The percentage of Rocks that are on track or successfully completed.
- **To-Do Completion**: The percentage of To-Dos completed on time.
- **Avg Issue Age**: The average amount of time Issues have remained open.
- **Trend**: Indicates the direction of the team's overall performance.

#### 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.

![Insights Overview with the Team performance table highlighted, listing each team's health score, meeting rating, Rocks on track and To-Do completion](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMyt3wv24q27yvj4DgYev8Vw/Screenshot-2026-03-30-at-8-22-45-AM)

Select a team to view its insights.

![Insights Overview with the Team performance table highlighted, listing each team's health score, meeting rating, Rocks on track and To-Do completion](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMyt3wv24q27yvj4DgYev8Vw/Screenshot-2026-03-30-at-8-22-45-AM)

### 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

![Insights Execution trends with the Meeting health over time chart highlighted, showing a tooltip with the average meeting rating for one week](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kwHQX7e96TF7nwD2TB1030xp/meeting-health-over-time)

**Rock status over time**: See how Rocks progress across statuses (on track, off track, done, not done)

![Insights Execution trends with the Rock status over time chart highlighted, showing a tooltip with on track, off track, done and not done counts](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KwHqY20bkwenvA4V0f9svyFp/rock-status-over-time)

**Issue trend**: Monitor open issues, new issues, and resolved issues per week

![Insights Execution trends with the Issue trend chart highlighted, showing a tooltip with open, new and resolved Issues for one week](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kwhQynBw99eZ3NRqP1ptt721/issue-trend-after)

### 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

1. Review each insight card:

   - **Risk**: Flags potential issues that may need attention
   - **Trend**: Highlights positive or negative changes over time

2. Read the summary to understand what changed and why it matters.

3. Use the suggested action to guide team discussions or next steps.

#### Take action

1. Click the **three-dot menu** on an insight card.

2. Select:

   - **Add issue** to create an issue from the insight
   - **Add to-do** to assign a follow-up action

![Insights AI insights section highlighted, with an insight card's menu open to show the Add issue and Add to-do options](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMYVhbY9vZY0YzD0WzPP45yY/Screenshot-2026-03-30-at-8-49-38-AM)

### 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.

![Insights Execution distribution section highlighted, showing Team health distribution bars and Rock ownership balance by owner](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kMyw0b80w4Pv54CJ1E6VTJBg/Screenshot-2026-03-30-at-8-55-40-AM)

## Meetings

The **Meetings tab** in Insights helps you track meeting effectiveness, consistency, and follow-through over time.

#### How to use it

1. Go to **Insights > Meetings**.

2. Select your **team** and **date range** at the top.

3. 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

4. Use these metrics to quickly assess meeting health.

---

#### Meetings Trend

1. Scroll to **Meetings Trend**.
2. Use the toggle (Score, Attendance, Todos, Duration) to switch views.
3. Review weekly trends to see how performance changes over time.
4. Hover over points on the chart to view detailed data for each week.

---

#### Meeting Breakdown

1. Scroll to **Meeting Breakdown**.

2. 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

3. Compare meeting types to identify which are effective and which need improvement.

![Insights Meetings tab with meeting consistency, average score, duration variance and To-Do completion, a Meetings trend chart and Meeting breakdown table](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMyWvXB8erSsHPrjq7Sg424n/Screenshot-2026-03-30-at-9-08-49-AM_Cgnu0Fst4T)

## Rocks

The **Rocks tab** shows progress, status, and completion of your team’s priorities over time.

#### How to use it

1. Go to **Insights > Rocks**.

2. Select your **team** and **date range**.

3. Review the summary cards:

   - **On Track / Off Track**: Status of Rocks
   - **Milestones Done**: Progress toward completion
   - **Avg Days to Complete**: Speed of execution

4. Check **Rock Status Over Time** to track progress by week.

5. Review the **Rock List** to:

   - See owner, status, and % complete
   - Identify risks and stalled Rocks

![Insights Rocks tab with on track, off track, milestones done and average days to complete, a Rock status over time chart and the Rock list](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMYX1M5cTxpvCnYSxn5r9p9a/Screenshot-2026-03-30-at-9-14-00-AM)

## To-do's

The **To-dos tab** shows task completion, timeliness, and workload across your team.

#### How to use it

1. Go to **Insights > To-dos**.

2. Select your **team** and **date range**.

3. 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

4. Check the **To-do Trend** chart to track performance over time (use toggles to switch views).

5. Review **Weekly Completion by Team Member** to identify top performers and gaps.

![Insights To-dos tab with completion rate, average days, overdue and per-person stats, a To-do trend chart and weekly completion by team member grid](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kmyX6xK33FZmwF0DyYBtbNvw/Screenshot-2026-03-30-at-9-17-07-AM)

Click any value in **Weekly Completion by Team Member** to open a side panel with task details, completion rate, timing, and weekly activity.

![Insights To-dos tab with a team member's side panel open, showing assigned count, on-time percentage, average days and their completed To-Dos](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMyXQ7VK3S41AHS9TVTjf0qX/Screenshot-2026-03-30-at-9-26-14-AM)

#### Breakdown by Owner

1. Scroll down to **Breakdown by Owner**.

2. Review each team member:

   - **Assigned / Completed**: Task volume and output
   - **Overdue**: Missed deadlines
   - **Avg Days**: Speed of completion
   - **Completion %**: Overall performance

3. Compare team members to identify top performers and those who may need support.

![Insights To-dos tab Breakdown by owner table listing each person's assigned, completed and overdue To-Dos, average days and completion percentage](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KmYxd2tB5MHgBC6Z299Mzcq1/Screenshot-2026-03-30-at-9-20-27-AM)

## Issues

The **Issues tab** helps you track resolution speed, open issues, and overall issue trends.

#### How to use it

1. Go to **Insights > Issues**.

2. Select your **team** and **date range**.

3. 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

1. Review the **Issue Trend** chart to track changes over time.
2. Use the toggle to switch between views (resolution rate, open count, created vs resolved).
3. Hover over the chart to see weekly details.

---

#### Resolution by Age

1. Check how quickly issues are resolved across time ranges.
2. Use this to identify delays or aging issues.

---

#### Issues List

1. Scroll to **Issues List**.

2. Review each issue:

   - Type, owner, and status
   - Days open and assigned team

3. Click on an issue to view or edit it in detail.

![Insights Issues tab with resolution rate, average days to resolve and open Issues, an Issue trend chart, Resolution by age and the Issues list](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMYXxZ33aG1DT4C2YXWSg3CQ/Screenshot-2026-03-30-at-9-29-46-AM)