5 Business Reports and Workplace Metrics Worth Reviewing With You Team

The concept reporting isn’t exactly something that’s going to get most of your coworkers excited.

That said, failure to review your company’s progress (or lack thereof) is a potential disaster when it comes to employee engagement.

How so? Consider the following three big-picture benefits of regularly reviewing reports and metrics with your team such as…

  • Aligning workers with company goals: more often than not, workers are siloed within their departments which means not that everyone company-wide is on the same page
  • Accountability: ensuring that everyone is succeeding in their roles is a must-do, likewise signaling areas for improvement
  • The opportunity to celebrate success: on a related note, discussing reports represents a great opportunity to highlight good work and meaningful milestones your coworkers achieved

However, which sort of reports are worth going over among your team? Here are five smart examples of reports that are fair game for companies of any shape or size.

Compliance Reports

As part of creating a culture of compliance, don’t be afraid to review the regulatory climate of your industry when appropriate. Streamlining your business’ compliance reporting can help make otherwise complicated pointers simple to your coworkers; meanwhile, highlighting any potential snafus that might trip up your team.

Financial Reports

Although some companies might feel conflicted about sharing financial information with employees directly, it’s important to stress what makes any given organization money. Especially if you’re trying to align many of different departments, it’s reassuring to see how your company comes together to reach its financial goals.

Much like with compliance reporting, it’s key to make sure that you provide your team with a sort of “kitchen table” explanation of your finances. They don’t need to know every detail of every dollar and cent, but rather how their hard work contributes to the greater good.

SEO Reports

Despite the reputation of being relatively “boring,” search statistics are oftentimes fascinating to those who don’t crunch the numbers as part of their jobs. Looking at the most important Google Analytics metrics and what sort of content is bringing in traffic can yield some surprising results, all of which might be of interest to your team.

For example, which pieces of content are your most popular? What’s driving the most clicks and conversions? Having conversations around these stats can inspire and inform your team on what’s working on-site and what deserves their attention.

CRM Reports

Not unlike SEO reports, insights from your CRM can paint a more comprehensive picture of what your company’s ideal customer looks like. This is important for departments that work “behind the scenes” and perhaps don’t have many opportunities to see the front-end of your sales process in action.

Employee Engagement Surveys

Lastly, reviewing employee survey data is critical for making significant policy changes at work. Simply gathering feedback isn’t enough: meaningful conversations over what’s making employees tick and likewise causing them to burn out will ultimately bring your team together. Facing such issues might be a pain at first, but is key to keeping your team engaged. You can also make use of tools like Profit OKR Software, which can boost employee interest by providing access to see where the company is going and how their contribution is directly impacting the enterprise goals.

Going over reports on a regular basis not only keeps your team in the loop, but also signals a sense of transparency that today’s employees crave. You may be surprised at how much more invested your team becomes in your business once you start reviewing progress, so make sure to start doing so ASAP.

Author: Oliver Curtis

Hi there. I’m Oliver. I’m just a young boy from the outskirts of… Okay, that’s a lie, I’m not a young boy anymore, although I certainly feel that way at heart.

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