Comprehensive Guide to Navigating and Managing Performance and Key Results in Your Dashboard

10 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Performance" in the Dashboard

  • Navigate to the left sidebar of the dashboard.
  • Locate the "Performance" option highlighted in red.
  • Click on "Performance" to access performance-related data and insights.
  • Ensure you are on the correct page before proceeding to the next step.

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STEP 2: Click on "Key Results"

  • Navigate to the left sidebar and locate the "Key Results" option.
  • Click on the "Key Results" link to access the relevant section.
  • Review the displayed information, including the Policy Document Overview and Commission Overview.
  • Ensure to check for any required actions or updates in the sections presented.

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STEP 3: Click on "Option Menu"

  • Navigate to the "Key Results" section.
  • Locate the highlighted area with the pointer.
  • Click on the "Option Menu" (indicated by the red border).
  • This will open additional options related to the selected key result.
  • Ensure to review the options available for further actions.

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STEP 4: CLICK on "View" to view the key result

  • Navigate to the "Key Results" section.
  • Locate the "View" link in the highlighted area.
  • Click on "View" to access detailed information about the selected key result.
  • Ensure you have the necessary permissions to view the details.

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STEP 5: Click on "Option Menu" to Access More Actions

  • Locate the "Option Menu" in the highlighted area.
  • Click on the menu to reveal additional options related to the key result.
  • Ensure you have the necessary permissions to access these options.
  • Proceed to the next step by clicking "Edit" to modify the key result.

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STEP 6: Click on "Edit" to Update Password

  • Locate the "PASSWORD" input field in the dialog.
  • Click on the input area to activate it.
  • Enter the new password as required.
  • Ensure all mandatory fields marked with an asterisk (*) are filled out.
  • Review your entries before saving changes.

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STEP 7: Click on "Option Menu" to Access More Actions

  • Locate the highlighted area in the "Action" column of the Key Results table.
  • Click on the icon to reveal additional options.
  • Review available actions, including "Duplicate" for adding a duplicate key result.
  • Ensure to check any required fields marked with an asterisk (*) in subsequent steps.

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STEP 8: Click on "Duplicate" to Add Duplicate Key Result

  • Locate the "PASSWORD" input field in the dialog box.
  • Fill out the "PASSWORD" field with the required information.
  • Ensure all mandatory fields marked with an asterisk (*) are completed.
  • Review your entries before proceeding to the next step.

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STEP 9: Click on "Option Menu" to Access Key Result Actions

  • Locate the "Action" column in the Key Results table.
  • Click on the icon in the highlighted area to open the options menu.
  • Review available actions such as Edit, Delete, or Duplicate.
  • Select the desired action to proceed with managing your Key Results.

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STEP 10: CLICK on "Delete" to Remove Key Result

  • Navigate to the "Key Results" section.
  • Locate the specific key result you wish to delete.
  • Click on the "Delete" option highlighted in red.
  • Confirm the deletion if prompted to ensure the key result is removed.

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