Rocks Analytics

Review your quarterly goal performance over time with the Insights tool.

Written by Tommy Mains

Updated at February 13th, 2025

Rocks Insights Page

Our Rocks page in the Insights tool has two data-visualization cards to asses your teams' performances on their quarterly goals. The cards are:

  • Rock Progress, which is a stacked bar chart
  • Milestones: Progress to Completion, which is a burndown-style chart

 

 

Use the Team, Type, and Date range filters to locate the data you want to see.

Team Filter

The options shown in the Team filter depends on your user role:

  • Owners and Coaches can see any team in the organization.
  • Admins can see every non-private team in the organization.
  • Managers and Managees can see every team they're in (according to the Directory tool).

The “All” option shows all the teams the user has access to view. To view a specific team's data, click the Team dropdown and select one of your teams. Only one team can be selected at a time (excluding the “All” option).

 
 

Type Filter

The options shown in the Type filter include:

  • All
  • Team
  • Company
  • Department
  • Company and Department
 
 

Date Range Filter

The options shown in the Date range filter include:

  • Last 5 Quarters
  • Current Quarter
  • Previous Quarter
  • Year to Date (YTD)
 
 

 

Rock Progress Chart

 

On the Rock Progress Chart, you can see how your teams performed with their Rocks in past quarters and track their progress this quarter. Rock performance for every team on your account is available for users with Owner or Admin permissions.

The graph shows each Rock's status at the end of the quarter or its current status in the Rocks tool:

  • Completed Rocks are shown in green
  • On track Rocks are shown in blue
  • Off track Rocks are shown in red

Click on any of the variables on the graph's legend to add or remove its visibility. For example, from the default view, you can click On Track to remove the On Track portions from each bar graph.

 

If a Rock was left “On Track” by the end of the team's quarterly/annual meeting, then it will still show as On Track for that previous quarter.

 

 

Rocks Chart Drill-In 

Click the expanding arrows icon at the top right of the card to open a drill-in table of the data shown. The table displays the following:

  • Rock Status (Off-track, On-track, or Complete)
  • Title of the Rock
  • Milestone progress bar (including the number completed and total Milestones)
  • Team the Rock belongs to
  • Owner of the Rock
  • Time period, which includes the quarter and year of the Rock and the due date
  • A more action button, which you can click to create a linked item

 

Milestones: Progress to Completion Chart

 

On the Milestones: Progress to completion burndown chart, you can see how successfully your team(s) completed their Milestones in the assigned date range. If you're viewing more than one quarter, the chart uses a different color for each respective quarter. When you're viewing more than one quarter at a time, the x-axis will display Weeks 1-14 instead of actual dates from your quarter.

Solid lines represent the number of Milestones created and completed by the end of each week; they move up when a new Milestone is added to one of the Rocks represented and down when a team member marks a Milestone completed.

Dotted lines begin with the total number of Milestones created at the beginning of the quarter and represent an ideal progression of completion based on steady progress.

You can hover over any week and line shown on the chart for detailed information, including the number and percentage of Milestones completed by that date.

 

Milestones Chart Drill-In

Click the expanding arrows icon at the top right of the card to open a drill-in table of the data shown. The table displays the following:

  • Date the Milestone was created
  • Title of the Milestone
  • Rock the Milestone is nested under
  • Status (including the date it was completed if it's completed)
  • Time period, which includes the quarter and year of the Rock and the due date
  • Team the Milestone belongs to
  • Owner of the Milestone, which could be different than the owner of the Rock

 

Frequently Asked Questions

What if I don't want a current Rock to be recorded in Insights after this quarter?

To prevent a current Rock from being recorded Insights after this quarter, delete it:

  1. Click Rocks from the left navigation.
  2. Right-click the Rock you wish to delete.
  3. Select Delete from the options shown.
 
 

How are each quarter's date determined?

We group Rocks into quarters based on their due date. If a Rock's due date is past the middle of the quarter, then it will be grouped with that specific quarter. Here are the middle dates for each quarter:

  • Q1: February 14th or 15th*
  • Q2: May 16th
  • Q3: August 15th
  • Q4: November 15th

*The middle of Q1 depends on whether it's a leap year or not. 

For example, Rocks with due dates between May 17th and August 14th are grouped together as second quarter Rocks.

 
 

How are Rocks archived?

Our platform automatically archives your team's Rocks at the end of your quarterly meeting. You can also archive your Rocks manually:

  1. Right-click a Rock.
  2. Select Archive from the options shown.

The Insights tool will use the status of the Rock from when it was originally archived.

 
 

Which Rocks are accounted for in this data?

All Rocks are accounted for unless they were manually deleted by a user before their due date or before being archived.