Create and set leadership views – Pl

Leadership views are a powerful way to give senior leaders and practice heads strategic visibility into their teams' performance without overwhelming them with system administration tasks. In this guide, you'll learn how to create customised views that show exactly the right scope of people and information, assign those views to the right leaders, and update them as your firm's structure evolves. \

What are leadership views?

Leadership views provide read-only access to a specific scope of users across Performance Leader. They're designed for heads of department, practice group leads, or anyone who needs visibility into their team's objectives, feedback, and reviews without needing full administrative access.

Key features include:

Scope by department, role, location, or custom fields

Control which modules are visible (objectives only, feedback and reviews, etc.)

Organisation by reporting or reviewing relationships

Individual and team-level summaries

If you have AI enabled, leadership views can generate AI-powered summaries of team performance and individual engagement, helping leaders quickly identify trends and areas for support.

Creating a new leadership view template

Leadership view templates define what information leaders can see and which users fall within their scope. Once created, you can assign these templates to multiple users.

To create a new template:

As a super admin, scroll down the left sidebar and select the option to set up leadership views

Click Create new template below the dashboard

Give your template a clear, descriptive name (e.g., "Senior Associates Objectives" or "Commercial Department Full View")

Select which modules you want to include in this view:

Objectives

Feedback

Reviews

Or any combination

Click to create the template

The template is now ready to assign to users. At this stage, no users are assigned yet.

Assigning users to a leadership view

Once your template is created, you need to assign specific users and define their scope of access.

To assign a user:

From the leadership views dashboard, locate your template and click to assign a user

Select the user you want to grant this view to

Set the department scope:

Keep it at "all departments" for firm-wide visibility

Or select specific departments to limit the view

Set the role scope (optional):

Select one or multiple roles by holding Ctrl (Windows) or Command (Mac)

This lets you show only specific role profiles, such as "Partners" or "Associates"

Set location scope (optional) if you want to filter by office or region

Set custom field scope (optional):

If your firm uses custom fields (like sector or practice area), you can filter the view further

The system will show available attributes you can select

Click Assign user to confirm

The dashboard will now show that one user is assigned to this view, along with the scope you've set.

Editing an existing assignment or template

You can update the scope of any leadership view assignment at any time without recreating the template.

To edit an assignment:

Navigate to the leadership views dashboard

Find the template and user assignment you want to change

Click Edit assignment

Adjust the department, role, location, or custom field scope as needed

Click Update to save your changes

What the user sees

Once assigned, the leadership view appears automatically in the user's Performance Leader menu, under the name you gave the template.

They will see:

The name of the leadership view at the top of the page

A summary of the scope: departments, role profiles, locations, and the number of people in it

Tabs for Overview, Teams and People, plus a tab for each module you enabled

A date range control, so they can widen or narrow the period being reported on

If People Reviews is among the enabled modules, they also get a Reviews tab listing every review for the people in their scope — the status of each one, which step it has reached, and how much contributor feedback has come back. They can filter that list by status, review type, department, position and location, and export it to Excel.

The export is more detailed than the screen: it adds email address, supervisor and secondary supervisor, the named step each review has reached, and the number of contributors still outstanding. For anyone running a review cycle, that is the compliance picture in one file.

If AI is enabled, leaders will also see options to generate AI-powered summaries at both the team and individual level, making it easier to spot trends and prepare for conversations.

Important notes

Users can only have one leadership view at a time, but they can also have a restricted admin role with a different scope

Leadership views are read-only – users can see, sort, filter and export what is in scope, but cannot edit data, change a review or send reminders. Grant restricted admin access only when someone genuinely needs to act on what they see; with review status, contributor progress and export now available in the view itself, many leaders no longer need it

Keep template names concise – long names may not display well in the interface

You can edit or disable templates from the dashboard at any time

Best practices

Start with practice group heads or department leads who need visibility into their direct teams

Use role-based scoping to give leaders focused views (e.g., all partners, all trainees)

Review and update assignments quarterly to reflect organisational changes

Consider creating separate views for different purposes (e.g., one for objectives alignment, another for review engagement)

Enable People Reviews for anyone who needs to track cycle progress or chase contributor feedback — it is often the difference between a leader needing restricted admin and not

For more guidance on setting up leadership views or troubleshooting access issues, please contact your Customer Success Manager.