By proactively identifying and surfacing risks before issues emerge, Insights enhances cross-functional decision-making and ensures your plan stays on track. With automated, best-practice-driven insights, leaders can anticipate challenges, make timely adjustments, and significantly increase the likelihood of achieving their strategic goals—all while avoiding costly setbacks.

With Insights, you’ll experience a healthier, more connected strategy. It’s a powerful feature that boosts your success rate and empowers you to go further, faster.

If you have Admin permissions in Elate, you will be able to access the Insights tab. Using the left side panel, select the dropdown arrow next to Reporting then select Insights.

You are now on the Insights page! This is where you will see the Insights around risks to your plan based on thresholds that Elate has set, as well indicators that might put your company as risk of missing objectives and outcomes. Here is where you can find the thresholds that are set by Elate.

You can also access Insights directly from the Company Page Hierarchy View. Here you will see the insights that are directly connected to the objective by clicking the Insights Icon.

Insights by Elate reduces the manual effort of needing to dig through your plan to find holes and notifying the objective owners to take action. Through the Insight's 'Take Action' button, you'll be taken to the Insight Action Center. This is where you will see the objectives that are affected by the Insight and take bulk action. For example: you can select a few (or all) objectives in the Insight to add them to a theme.

Within the Insight Action Center, you will also be able to message Objective Owners to make the edit to the objective. Select relevant objective (or all) and click 'message' to customize the messaging before sending.

You will also be able to preview your message below before you hit send!

You will be able to see a history of actions taken on Insights in list view, as well as on a graph that tracks where you are tracking compared to the threshold set by Elate. You'll be able to see the action on the graph and see how it improved over time as actions are taken!

Insights+ is an additional package that unlocks the 'Management' tab within the Insights module where you can customize your organization's Insights. In the 'Management' tab, you'll see the list of insights and be able to click into each to customize.

You'll be able to manage the visibility, notifications, and customize the text and threshold.

As you scroll down, you will see a preview of what your Insight looks like before you click save back up at the top!

Currently, we show 2 Insights in Hierarchy view:

Here is the link to our Help Article where we list the Insights and Thresholds

If you are an Insights+ customer, you can do this in the 'Management' tab in the Insights module.

Emails will send to Organization Admins once a day at 8am in your organization’s time zone. We only send notifications once a day since we don't want to overwhelm admins by sending 10+ emails a day when thresholds are passed.

Example: