Viva Goals - Product Tips!

Happy Friday!

 

It feels great to come back this month with some fresh product tips. For those who are seeing this post for the first time - this is Meena, a Senior Program Manager from the Viva Goals team. I've been part of the product for close to 3 years. If you're looking for some tips and tricks that would make your experience with Viva Goals smoother, and more efficient, let's get started.

 

Like the previous months, our customers have been talking about Creating/Managing OKRs, Purchasing Viva Goals licenses, and Integrations. We're seeing more queries around Explorer and Dashboards as well. Highlighted below are some key points to note when using these features in Viva Goals:

 

1. Explorer - The filters in the explorer are applied only to the top-level objectives by default. On expanding the objectives, you'd still see the key results that do not match your filters. This is the behavior by design. If you want to see a flat view of all the objectives and key results that only match your filter, you must the flat list view. This gives you an expanded list of OKRs that only meet your filter criteria:
 

 

You can read more about the Explorer here.

 

2. Dashboard - When embedding external links to your dashboard widget, ensure you're generating embeddable URLs from other applications like PowerBI, SharePoint, Word, etc. Copy-pasting the URLs directly from the applications' web pages might not always work. More on the custom embed feature can be found here.
 

3. Trial and Paid subscriptions - Have you wondered what happens to your Viva Goals data if you're unable to purchase a Viva Goals subscription before the trial expiry? We follow a 90-day data retention policy - all your data will be retained for 90 days from the trial expiry. If you purchase a subscription before the end of this retention period (90 days), the data will be available as it was. You can read more about our policies here.

 

Thanks for taking the time to read this post. I'll come back with new tips next month.

Happy Weekend!