Complete a Trip Retrospective
The Trip Retrospective is a post-trip analysis page that assembles what happened during the engagement into a structured outcome view. It is generated automatically from the data you captured during the trip — you do not fill in a form.
When to Use It
Open the Retrospective after a trip ends, once you have completed your meetings, closed or noted open action items, and run your daily reviews. The more data you captured during the trip, the richer the retrospective.
What the Retrospective Shows
Outcome Metrics
Four headline numbers appear at the top:
- Outcome Score — a calculated score based on meetings completed, meetings with notes, action items created, and action items closed
- Execution Quality — present only when a playbook was applied; reflects how completely the playbook steps were executed
- Meetings — completed meetings out of total meetings
- Actions — closed action items out of total action items
Additional metrics appear when relevant: km driven, stops visited, inspections completed, and daily reviews.
Execution Summary
When a playbook was applied to the trip, the Execution Summary shows:
- Steps completed, in progress, blocked, and skipped
- Completion notes from individual steps
- Whether a phase override was active during the trip
What Was Completed / Blocked / Skipped
Detailed lists of playbook steps in each state, with block reasons and skip reasons where recorded.
Operational Metrics
A grid of key numbers: meetings held, actions closed, total expenses, distance driven, drive time, stops visited, inspections, and daily reviews.
What Went Well / Challenges
Automatically derived observations based on the trip data. These are not editable — they reflect what the data shows.
Playbook Effectiveness
A progress bar showing the execution quality score, with a summary of the applied playbook version and step counts.
Playbook Improvement Actions
Suggestions for improving the playbook based on what was blocked or skipped during this trip. You can act on these suggestions directly from the retrospective.
Open Commitments
Action items from this trip that are still open, with assignee and due date where recorded.
Execution Heatmap
A visual breakdown of playbook step performance — process weaknesses (low completion rate) and success patterns (high completion rate).
Lessons Learned
Lessons extracted from the trip data. You can promote individual lessons to your Knowledge Base directly from this section.
Promote Lessons to the Knowledge Base
The Lesson Promotion panel at the bottom of the retrospective lets you save individual lessons as knowledge entries. Select a lesson and choose Save to Knowledge Base to create a permanent entry.
Navigate from the Retrospective
Quick links at the bottom of the page take you to:
- Generate Report — create a formal trip report
- Execution Dashboard — review the full execution state
- Capture Knowledge — add road travel knowledge notes
- Action Items — view and close open commitments
- Knowledge Center — see how this trip contributes to your broader intelligence
Retrospective vs. Review vs. Report
| Page | Purpose |
|---|---|
| Review | Rate your experience (stars + lessons learned text) — a quick subjective assessment |
| Retrospective | Automatic outcome analysis built from trip data — the full picture |
| Report | A generated document summarizing the trip — suitable for sharing |