Manager Overview

See what needs your attention,
before it’s too late to fix.

The Overview turns your team’s check-ins, goals and feedback into one page of signals: whose goal is slipping, whose check-in is late and who hasn’t had feedback, without asking anyone.

No credit card needed.
Beam Manager Overview: the team map for a manager's direct reports, with a goal behind, a check-in overdue and a goal at risk at the top

Sound familiar?

“I found out at quarter-end we’d missed it.”
“My managers are new and I can’t see who’s struggling.”
“I didn’t realize nobody had given her feedback all quarter.”
GOALS

See which goals are slipping, while there’s time to act.

On track, at risk and behind, each compared with the previous period. Below that, the goals that need attention, with who owns them and how far along they are.

Beam Overview goals: 14 goals, 12 on track, 1 at risk and 1 behind, with Ship SSO for enterprise accounts at 31% and behind
Beam Overview check-in cycles: weekly team update, 7 of 8 submitted, one person overdue, and a six-week completion trend
CHECK-IN CYCLES

Who’s answered, and who hasn’t.

For each cycle: how many people answered this time, when it was due, who’s still outstanding or excused, and how completion has moved over the last six sends.

FEEDBACK

Nobody goes a quarter without feedback.

Praise posted, feedback received and the share of your team that got feedback this period, with the names of anyone who didn’t.

Beam Overview feedback: 11 praise posts, 12 pieces of feedback, 88% coverage, and one person listed as not having received feedback

Click a name. See their whole picture.

Open anyone on the team map for their own report, for the period you pick. Switch to another person from the top of the page.

Beam person report for Daniel Kim: his goals with Ship SSO for enterprise accounts behind, his last three weekly check-ins submitted, and his feedback marked covered

Their goals

On track, at risk and behind, and the goals that need attention.

Their check-ins

Every check-in cycle they’re in, and whether they answered each one.

Their feedback

Praise posted, feedback received, and whether they’re covered this period.

Everyone sees only their part

Filter by period, and compare each number with the period before.

MANAGERS

Their direct reports

A manager sees the people who report to them, and each person’s report.

ADMINS

The whole company, or any group

Admins can look across everyone, or narrow the view to one group within the company.

“There’s more clarity to the game plan than before. It is easier to contain a lot of errors and mistakes compared to before Beam, where you realize those things at the end of the process.”

Deniyi Mayowa, COO and Co-founder, Family
Read Family’s story →

Questions about the Overview

Something else? Book a demo and we’ll walk you through it with your own team.

Who can see the Overview?

Managers see their direct reports. Admins see the whole company, or any group within it. Team members don’t have access.

Does it need any setup?

No. It fills in from the check-ins, goals and feedback your team already uses in Beam. Managers see their team once people are set to report to them.

Can I look at one person in detail?

Yes. Click any name on the team map to open that person’s report, with their goals, check-ins and feedback.

Can I compare with the last period?

Yes. Pick the period at the top, and each number shows the change from the period before.

Is the Overview included in every plan?

Yes. Beam has one plan, and the Overview is part of it.

Know by Monday what every team did, and what’s stuck.

No credit card needed.