Dashboards turn the meetings you're already having in Leadr into a clear, at-a-glance view of what matters most and where to focus.
Dashboards are generated automatically from your 1:1s and reviews run with Notetaker. There's nothing to set up and nothing new to enter. As you meet, Leadr builds a rolling picture across three surfaces:
Success Snapshot: the individual picture, for a person and their manager.
My Team: a manager's view across their whole team.
People: an organization-wide view for executives and admins.
Each Success Factor shows a simple status so you always know where to spend your time: On Track, Needs Attention, or At Risk.
To get started: run your next 1:1 with your direct supervisor using Leadr Notetaker or complete a performance review in Leadr. The snapshot begins populating right after one of these two actions happens and keeps evolving with each meeting or review. Until then, you'll see "No data ingested yet."
Your Success Snapshot
Your Success Snapshot is your individual picture, visible to you and your manager. Find it on the Success Snapshot tab of your profile.
It includes:
North Star: your overall direction in one line, with a few supporting priorities.
Success Factors: the priorities specific to your role, each marked On Track, Needs Attention, or At Risk, with a short description you can expand.
Development Focus: the growth areas surfacing in your 1:1s and reviews, sometimes with the original note attached.
Coaching Playbook: a recommended meeting cadence and suggested 1:1 topics for your manager.
Everything is AI-generated from your conversations, no manual input needed.
My Team (for managers)
The My Team tab gives you one snapshot of everyone who reports to you.
What you see:
Team Members:
You'll see a card for each direct report showing their status counts (on track, attention, at risk), their number of success factors, their current goal, and when you last met and meet next.
Click any card to open that person's Success Snapshot.
Note: If a report hasn't had a 1:1 meeting with Notetaker yet, their card reads "No data ingested yet" with a prompt to run a 1:1 or review.
Leadership Insights, your own coaching mirror, in three parts:
Coaching Style: patterns in how you coach, drawn from your reviews and 1:1 notes.
Strategy Suggestion: a recommendation such as an updated meeting rhythm.
What Needs Attention: the person or signal to act on this week.
You can give a thumbs up or down on each insight to sharpen future suggestions.
Your own leader can see your My Team tab as well, so they can coach and support you directly. They see the rollup, not your meeting contents.
People view (for executives and admins)
The People view is a simple, organization-wide picture for executive and admin users.
You'll see the same status cards across every leader.
Use the filters across the top (Role, Department, Teams, Working Genius) to narrow in, search for a specific person, or click into any card to go deeper.
Alongside People, you'll also find Teams, Org Chart, Talent Management, and Admin.
Most leaders spend their time in My Team and perhaps one layer down. The People view is built for focused needs, such as quickly orienting a new executive to the whole organization.
How Dashboards work and what stays private
Dashboards are built from your meetings, and your meeting contents stay private.
Where the data comes from: Dashboards are generated by AI from the 1:1s and reviews you run with Notetaker in Leadr. You don't enter anything separately.
What's visible, and to whom:
Success Snapshot: the individual and their manager.
My Team: the manager and their upline leader.
People view: executives and admins.
Coaching Playbook: the manager only.
What stays private: The contents of your meetings. Dashboards show how things are tracking, not what was said. No one in HR or administration reads your notes, and upline leaders see the rollup rather than the conversation.
Editing: Everything is AI-generated and the North Star and Success Snapshots are editable.
Getting started and FAQ
How do I turn Dashboards on? You don't. Dashboards build automatically from your Notetaker meetings in Leadr.
You can, however, ensure Notetaker is scheduled for your meetings using this quick setup guide.
When will my snapshot appear? Within 4 hours of your first performance review in Leadr or your first 1:1 meeting with your supervisor run with Notetaker. It will continue updating every 4 hours so long as there is new information to be populated. Until then it reads "No data ingested yet."
How frequently does my dashboard update?
Success Snapshot: Every 4 hours, so long as new information exists.
My Team: weekly, on Sundays.
Can I change what's on my snapshot? You may edit your North Star or Success Factors using the edit pencil.
Who can see my dashboard? See above for the full breakdown by surface. Put simply, this feature is designed with up-line visibility.
Does HR read my meeting notes? No. Dashboards surface how things are tracking, generated by AI, not the contents of your meetings.
Why don't I have a snapshot?
A few things need to be in place before a snapshot can generate. If yours is missing, here's what to check.
For individual snapshots, you need:
A manager assigned to you in Leadr.
At least one 1:1 with that manager in the last 3 months that Notetaker summarized, or a review in the last 12 months where the reviewer released their responses.
For manager snapshots (My Team), you need:
At least one direct report who has their own snapshot.
If everything looks right but your snapshot still isn't showing, it may just need time to process. Snapshots are flagged for regeneration when something changes — a new Notetaker-summarized 1:1 with your manager, or a newly released review — and typically reprocess within 4 hours. You can check the "last updated" timestamp directly in the top righthand corner to see where things stand.
Manager-level snapshots regenerate when a direct report's snapshot is updated. Those currently run on weekends (Sunday mornings), so if a report's snapshot refreshed mid-week, your My Team view will catch up by end of that weekend.
If none of the above resolves it, reach out to your Leadr admin to confirm your reporting structure and meeting history look correct on the backend.
If you have any further questions, please reach out to support@leadr.com.