Introduction
Progress Overview shows you exactly where your data collection stands for the reporting year. You can see completion by data point, entity and time period in a single interactive dashboard, spot gaps early as deadlines approach, and send targeted reminders to the right people without leaving the platform.
Note: Progress Overview is only available to Admin users. Other users can see overall data collection progress on the Progress card on their Home screen.
What Progress Overview does
A complete view of your data collection. Track progress across all your entities, data points and periods, so you can identify completion risks before deadlines and spend less time chasing colleagues manually.
Targeted, in-platform reminders. Send reminders directly to the relevant data owner, listing the exact data points and entities that are outstanding, with your own message. Recipients are taken straight to where action is needed, avoiding long email threads and screenshots.
Clear, interactive dashboards. See progress status at a glance, use filters to pinpoint high- and low-risk areas, and click into any entity for a detailed view of its completion.
Step 1: Open Progress Overview
In the left-hand navigation panel, go to Data.
Select Progress Overview.
Important: Progress Overview is tied to the reporting year. Before you start, check the correct year is selected in the year picker in the top-left panel.
Step 2: Filter your view
Use the filters above the dashboard to focus on the areas you care about.
Filter by entity
Click the entity filter drop-down.
Entities are grouped by entity tag (for example, a region, business unit or reporting cluster). Select a whole tag group in one click, or pick individual entities.
You can select multiple entities or tag groups at once.
Other filters available: Frameworks, Period, Status
If you return to the same filters regularly, save them rather than rebuilding them each time:
Apply the filters you want.
Click Save view, give it a name, and save.
Return to it anytime from the Select saved view drop-down, the same control used in Reports.
Share your view
If you select to share this view, other colleagues in your organisation can also access the report.
Step 3: Review your data progress
The dashboard shows progress by entity for each data point, so you can quickly see which data points still have outstanding entries.
How completion is calculated: Completion is measured at the current point in time, which accounts for data collected at different frequencies. For example, if entities report quarterly and today is 1 July, any Q1 or Q2 data that hasn’t been completed is flagged as outstanding, while Q3 and Q4 are not yet due.
[Confirm: when is annual data flagged as outstanding?]
Note: Entities that haven’t been assigned a data request won’t appear on the dashboard.
Step 4: View detailed progress
Click View on any data point to see exactly which assigned entities and time periods are still outstanding. This is especially useful for data requests with recurring monthly or quarterly requirements.
You can also click on an entity to see its overall completion in more detail.
Step 5: Send targeted reminders
On the main dashboard, use the tick boxes to select one or more items.
Click the 'remind' button at the bottom of the page.
Add your message or use the pre-made general message and click 'send'. The entity owners will be notified.
Send the reminder.
The email names you as the sender, lists the outstanding data points and entities, and includes a link for the recipient to start completing their data.
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Need help?
If you have any questions, reach out via the in-app chat or email support@keyesg.com.