The manager dashboard

The manager dashboard is your home base in Performance Blocks. It surfaces what needs your attention across your direct reports — recent observations to act on, summaries waiting for review, upcoming 1:1s, and the status of every objective on your team.

This article walks through every panel on the dashboard, the filters that change what you see, and how to drill into an individual employee.

Opening the dashboard

When you sign in as a manager, the dashboard is the default landing page. You can also reach it any time from the primary navigation:

• Web app: click Dashboard in the left navigation.
• Mobile: tap Dashboard in the bottom tab bar.

If you also hold the org_admin role, you will see an admin shortcut at the top of the page. The manager dashboard remains your default view; admin tools live under Settings and the Admin workspace.

Quick stats

The strip of cards across the top of the dashboard gives you a snapshot of activity in the current period. Each card is a single number with a short label and a trend indicator comparing the current period against the previous one.

The default cards are:

• Observations this period — total observations you authored, split visually between Strengths and Opportunities.
• Open conversations — 1:1 threads with unread activity from your direct reports.
• Pending review items — summaries you have submitted that are awaiting org admin approval.
• Objectives off track — objectives owned by you or your reports flagged as at risk.

Click any card to jump straight to a filtered list of the underlying records. For example, clicking Observations this period opens the Observations page pre-filtered to your authored observations within the selected time range.

Time range selector

A time range selector sits above the quick stats. Available ranges:

• Last 7 days
• Last 30 days (default)
• Last 90 days
• Current quarter
• Current half
• Current fiscal year
• Custom range

Changing the range updates every panel on the dashboard, including the trend arrows on the quick stats. Your selection is remembered for your next visit.

Your team list

Below the quick stats, your direct reports appear as a sortable list. Each row shows:

Column	Description
Employee	Name, avatar, and job title.
Last observation	Date of the most recent observation you wrote about this person.
Strengths / Opportunities	Counts in the selected time range.
Open objectives	Number of in-progress objectives.
Last 1:1	Date of the most recent conversation activity.
Status indicator	A colored dot summarizing recency of attention.

The status indicator follows a simple rule:

• Green — at least one observation in the last 30 days.
• Amber — last observation 30 to 60 days ago.
• Red — no observations in the last 60 days, or an open objective is off track.

You can sort the list by any column. Click a row to open the employee profile for that person, where you can review their full observation history, conversations, summaries, and objectives.

Filtering the team list

Use the filter bar above the list to narrow what you see:

• Attention only — show reports with amber or red status.
• Has open conversation — show reports with unread conversation activity.
• Has draft summary — show reports for whom you have an unfinished summary.
• Has off-track objective — show reports with at least one objective flagged at risk.

Filters combine with AND logic. Clear them with Reset filters at the right of the bar.

Recent observations

The recent observations panel shows the last ten observations you authored, newest first. Each card includes:

• The employee's name and avatar.
• A type badge — Strength or Opportunity.
• The first ~140 characters of the observation text.
• The observation date and any attached attributes.
• An overflow menu with Edit, Share into a conversation, and Archive.

Click any card to open the full observation in a side panel. From there you can edit the text, change attributes, or share it into an active conversation with that employee.

If you have not authored any observations in the selected time range, the panel shows an empty state with a Create observation button. See Creating observations for the full workflow.

Pending review items

This panel lists summaries you have submitted that are waiting on org admin approval. For each item you see:

• The employee the summary is about.
• The date you submitted it.
• The reviewer assigned (an org admin, if scoped).
• A status badge: Awaiting review, Changes requested, or Approved.

If a reviewer has requested changes, the badge is amber and clicking the row opens the summary with reviewer comments inline. You can revise and resubmit from there.

For details on the full summary lifecycle, see Writing performance summaries.

Upcoming 1:1s

If you have scheduled 1:1s through your calendar integration, the dashboard surfaces the next three. Each entry shows:

• The employee's name.
• The date and time of the meeting.
• A Prepare button that opens a conversation prep view.

The prep view pulls together open conversation threads, observations from the last 30 days, and any in-progress objectives so you can walk into the meeting with context.

If no calendar integration is connected, this panel shows a link to Connect a calendar in your integration settings.

With Henry: On the Agentic plan, the Prepare button opens a Henry-assisted conversation starter flow that drafts talking points based on recent observations and open threads. You can edit, accept, or discard each suggestion before sharing into a conversation.

Objective status

The objective status panel summarizes objective health across your team. It shows three counts:

• On track — objectives with recent progress updates and no risk flags.
• At risk — objectives flagged by the owner or by an inactivity rule.
• Off track — objectives explicitly marked as off track or past due.

Below the counts, a list of off-track and at-risk objectives lets you click through to the full objective for context, recent updates, and links to related observations.

For more on managing objectives, see Managing objectives.

Drilling into an employee

Clicking any employee — from the team list, an observation card, or a pending review item — opens the employee profile. The profile is organized into tabs:

• Overview — a summary of recent activity, attribute coverage, and active objectives.
• Observations — all observations you and other authors have written about this person.
• Conversations — every 1:1 thread.
• Summaries — past summaries and the current draft, if any.
• Objectives — active and archived objectives owned by this person.
• 360 feedback — peer feedback cycles you have run for this person.

You can author observations, start a conversation, draft a summary, or assign a 360 cycle directly from the profile.

Customizing the dashboard

Click the Customize button at the top right of the dashboard to choose which panels are visible and in what order. You can:

• Show or hide any panel except quick stats.
• Reorder panels by dragging.
• Choose which quick stats appear and which trend comparison to use (period over period, or year over year).

Your layout is saved per-user and applies on every device.

Layout presets

Three presets are available from the Customize menu:

• Default — the layout described in this article.
• Coaching focus — promotes recent observations and upcoming 1:1s; hides pending review items.
• Review focus — promotes pending review items and objective status; hides upcoming 1:1s.

Selecting a preset overwrites your current layout. You can still adjust individual panels afterward.

Notifications and reminders

The dashboard works alongside the notification system to keep you on top of activity. By default you receive:

• A weekly digest summarizing changes since your last visit.
• An immediate notification when a review item is approved or sent back.
• A reminder when a direct report has had no observations in 60 days.

Manage notification preferences under Settings → Notifications. You can reduce the frequency of digests or opt into Slack/Teams delivery on the Agentic plan.

Keyboard shortcuts

The dashboard supports the following shortcuts when no input is focused:

Shortcut	Action
g d	Go to dashboard
g o	Go to observations
g s	Go to summaries
c o	Create new observation
c c	Start new conversation
/	Focus the global search

Press ? anywhere in the app to see the full shortcut reference.

Mobile dashboard

On mobile, the dashboard collapses to a single column. Quick stats become a horizontal scrollable strip; panels stack vertically in the order you configured. Tap-and-hold a panel header to reorder on mobile.

Customization controls are reachable from the menu in the top right of the dashboard view.

Troubleshooting

My team list is empty

You only see direct reports who have you set as their manager in the org chart. If your team list is empty:

• Check the org chart at Admin → Org chart (if you are also an admin) or ask your org admin to verify reporting relationships.
• If your organization syncs reporting structure from an HRIS (Agentic plan), changes from the source system may take up to an hour to propagate.

Quick stats look wrong

Quick stats reflect your authored observations and the time range selected. If the numbers look off:

• Confirm the time range at the top of the dashboard.
• Check that you are signed in as the correct user (the avatar in the top right shows your current account).
• If you recently archived observations, archived items are excluded from counts.

A pending review item is stuck

Review items wait until an org admin approves or requests changes. If a review has been pending more than a few days:

• Check the Reviewer column to see who is assigned.
• Send a reminder via the overflow menu on the row, or contact the reviewer directly.

What to read next

• Creating observations — the foundation of every other workflow on the dashboard.
• Running 1:1s and conversations — how the conversation thread works and how to prep with context.
• Writing performance summaries — how summaries are drafted, reviewed, and shared.
• Managing objectives — keep objective status green from this view.