📊Dashboard

1. About feature

Users can see Dashboard pages where multiple charts and some filters are available to view the data visually.

2. Screen explanation

The “Dashboard” screen contains the following elements.

a. Select Strategic Plan (Required): This field allows users to select the strategic plan against which they want to view data.

b. Select Organization Entity (Required): This field shows all the assigned organization entities for a strategic plan that you selected in the field before.

c. Select Review Period (Required): This field shows all the review periods based on the selected strategic plan timeframe and strategic plan review period frequency.

d. Quick Strategic Plan Snapshot: This block gives us quick information about the total number of strategic plan elements and actionable items (initiative). It also displays the overall progress in percent complete for all the initiatives in the strategic plan.

e. Overall Actionable Item (Initiative): This block displays a pie chart for the actionable items by their status defined in the strategic framework of the strategic plan.

f. Quick Engagement Snapshot: This block displays the entities assigned to a strategic plan and the count of the users participating in the execution of the strategic plan. It also displays the breakdown of the users by the roles defined on the actionable item level in the strategic framework of the strategic plan.

g. Heatmap: This block displays all the strategic plan elements except actionable items (initiative) on the left and cross-tabulates the organization entities on the right with the progress indicators on the tile found at the cross-section of each organization entity and strategic plan element. Each tile is color-coded based on the progress -

• Red - Needs attention and may be off track

• Green - On track

• Blue - Going good

Other elements of the tile are the total number of actionable items completed / the total number of actionable items created by the organization entity for a strategic plan element (goal, strategy, etc). The title also shows the percent complete progress of all the actionable items that existed in a particular strategic plan element (goal, strategy, etc). The percentage calculation is actually a weighted average that is propagated from the actionable item (initiative) level to the top levels of the strategic framework.

The heatmap displays the organization's hierarchical structure, showcasing parent-child connections. By unfolding any organizational column, you can view the heatmap for all its subsidiary entities. Clicking on a heatmap card will navigate you to the specific location of that action item.

h. Actionable Item List by Status: This block simply has the clickable list of actionable items for an organization entity selected on the filter at the top of the screen. You can filter the list by the status of the actionable item. You can also click on view all, to go to the reporting section and get more data.

i. Actionable Item Progress: This block represents the progress of the organization entities in the strategic plan. The progress displayed is based on the progress tracking period selected for the strategic plan.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Dashboard".

c. The screen will open, displaying a chart containing the data based on the filters selected above.

4. Expected Result

After applying filters to a dashboard, the resulting charts will be displayed.