Performance Dashboard

PMSuite does not have a single standalone "Performance dashboard" page. Performance monitoring is done across the three pages of the Performance module — Objective, OKR Score, and 1:1 Meetings — plus the module-wide HR Dashboard. This article explains where each kind of performance information lives so you know which page to open.

Who can use it

Access follows the goal-type permissions configured in Performance Settings. PMSuite defines three goal types — Individual, Department, and Company — and each one has its own separate View and Manage permission controls. A user sees only the goal types their role is permitted to view, and can create or edit only the goal types their role is permitted to manage.

Prerequisites

• The Performance module must be enabled for your company. Performance is one of the toggleable modules in Settings → Module Settings.
• Review Settings → Performance Settings first. It has three tabs — Key Results Metrics, Notification Settings, and 1:1 Meeting Settings — and it is where the Individual / Department / Company goal-type View and Manage permissions are set.
• At least one objective must exist before any progress figures are meaningful.

How to Access

Use the sidebar's Performance group:

Related dashboards, both reached from the sidebar:

• HR Dashboard — /account/hr-dashboard
• Private Dashboard — /account/dashboard (and Advanced Dashboard at /account/dashboard-advanced)

Steps: getting a performance overview

1. Open Settings → Performance Settings and confirm the Individual / Department / Company goal-type permissions match how your company wants performance data shared.
2. On the Key Results Metrics tab, confirm the metrics your key results will be measured with.
3. Go to Objective (/account/objectives) to see current objectives and their key results.
4. Go to OKR Score (/account/okr-scoring) to review scoring across objectives.
5. Go to 1:1 Meetings (/account/meetings) to see scheduled one-on-ones and follow-ups.
6. Use HR Dashboard (/account/hr-dashboard) for the wider HR picture alongside performance.

Effect on Other Features

• Performance Settings → Notification Settings controls which performance events generate notifications.
• Notification Settings → Slack (/account/settings/notifications, Slack tab) can forward PMSuite notifications into a Slack channel through an incoming webhook. This is one-way: PMSuite → Slack.
• 1:1 Meeting Settings, in Performance Settings, governs how 1:1 meetings behave.
• Goal-type permissions set in Performance Settings determine whose objectives appear on the Objective and OKR Score pages for each role.

Limitations

• No dedicated Performance dashboard page. Workaround: use HR Dashboard (/account/hr-dashboard) as your landing point and open Objective, OKR Score, and 1:1 Meetings for the detail.
• Performance data is split across three pages rather than one combined view. Workaround: keep the three pages open in separate browser tabs during review cycles, or start from OKR Score for scoring questions and Objective for progress questions.
• Meetings created in PMSuite that sync to Google Calendar are pushed one way only — PMSuite → Google Calendar. Items created directly in Google Calendar do not appear in PMSuite. Workaround: create the item in PMSuite so it flows outward to Google Calendar.

Troubleshooting

• No Performance group in the sidebar — the Performance module is likely off. Enable it in Settings → Module Settings.
• You can see objectives but cannot create or edit them — your role has View but not Manage for that goal type. Adjust the goal type's Manage permission in Settings → Performance Settings.
• You cannot see department or company objectives — the View permission for those goal types is not granted to your role. Ask a Company Admin to update Performance Settings.
• No performance notifications arriving — check the Notification Settings tab in Performance Settings; for Slack, confirm the webhook URL is saved and Status is enabled on the Slack tab, then use Send Test Notification.
• Objective and OKR Score pages look empty — no objectives exist yet, or none match your permitted goal types. Create an objective from /account/objectives.

Related Articles

• Creating Objectives
• Key Results
• OKR Scoring
• 1:1 Meetings
• Performance Settings