Insights - agreements
The AGREEMENTS section under the INSIGHTS tab provides a summary of how team agreements are being used across your account or within a specific team. This helps you understand how teams align around shared values and working agreements.
This tab can be accessed from two separate locations within TeamRetro:
- From the account HOME page by selecting INSIGHTS —> AGREEMENTS to view across teams.
- From the team HOME page by selecting INSIGHTS —> AGREEMENTS for a limited view of that team.
Cross Team Insights and Reports are available only on an Enterprise plan.
Use this view to:
- see the total number of team agreements created
- understand the average number of agreements per team
- explore common themes or keywords in team agreements
- review team-level contributions to agreement practices
- From the account or team HOME page, navigate to the INSIGHTS —> AGREEMENTS tab. This will show you the total number of team agreements created, and/or the number of team agreements per team on average (Enterprise only).
Themes and keywords view
The AGREEMENTS tab includes a drill-down word cloud that highlights the most frequently occurring themes and keywords across all team agreements.
- Click on a word to view the specific agreements associated with that theme
- Use the toggle to switch between viewing by THEMES or KEYWORDS, depending on your preferred level of detail
This helps you identify trends and values that are shared across your teams.
Exporting team agreement data
To download a copy of the team agreement themes:
- Click the DOWNLOAD button located next to the heading
Choose from EXCEL or CSV format
This allows you to analyze agreement data outside of TeamRetro or include it in internal reports and reviews.