Overall Dashboard View
Purpose

The Overall Dashboard provides a centralized, executive-level view of organizational performance, project execution, team maturity, and strategic progress. It enables leaders, managers, and team members to quickly assess the health of initiatives, monitor key metrics, and access supporting information from a single location.

The dashboard is fully customizable through widgets, allowing organizations to tailor the experience to their reporting and visibility needs.

Business Value

Organizations often struggle to consolidate project performance, strategic outcomes, team health, and supporting documentation into a single view. The Overall Dashboard solves this challenge by:

• Providing real-time visibility into organizational performance
• Connecting strategic objectives to execution work
• Highlighting project risks and obstacles
• Improving leadership decision-making
• Increasing transparency across teams
• Reducing time spent gathering information from multiple locations
• Supporting executive reporting and operational reviews

Accessing the Dashboard

• Navigate to Overall Performance.
• Select Dashboards.
• Open an existing dashboard or create a new one.
• Add widgets using the + Add New Widget button.

Dashboard Widget Categories

The Overall Dashboard supports multiple widget types that allow users to visualize information in different ways.

Outcomes Widgets

Outcome widgets provide visibility into strategic objectives and key results across the organization.

These widgets help leaders understand:

• Progress toward strategic goals
• Performance trends
• Areas requiring attention
• Alignment between teams and organizational priorities

Available Data

• Objectives
• Key Results
• Progress percentages
• Status indicators
• Performance trends

Common Use Cases

• Executive scorecards
• Department performance reviews
• Quarterly business reviews
• Strategic planning sessions

Projects Widgets

Project widgets provide detailed insight into execution work occurring throughout the organization.

These widgets help teams monitor delivery progress and identify execution risks.

Available Data

Initiatives

Track major outputs and completed work.

Milestones

Monitor important deadlines and achievement dates.

Stories

View work items and implementation activities.

Obstacles

Identify blockers impacting progress.

Risks

Monitor issues that could negatively impact project success.

Common Use Cases

• Project review meetings
• Leadership updates
• Sprint planning
• Portfolio management

Media Widgets

Media widgets provide a centralized location for supporting content and project artifacts.

Available Media Types

Image Carousel

Display project images, screenshots, diagrams, and visual updates.

PDF Viewer

View documents directly within the dashboard without downloading files.

Examples:

• Project charters
• Strategic plans
• Reports
• Presentations

Video Player

Display recorded updates, training materials, demonstrations, or executive communications.

Common Use Cases

• Training content
• Executive communications
• Project demonstrations
• Supporting documentation

Maturity Metrics Widgets

Maturity Metrics provide insight into organizational health, team effectiveness, and agile maturity.

These widgets help organizations identify improvement opportunities and measure progress over time.

Available Metrics

Team Performance

Evaluate overall team effectiveness.

Sprint Health

Monitor sprint execution and completion trends.

Obstacles

Assess the volume and severity of team blockers.

Risks

Evaluate organizational and team-level risks.

Planning

Review planning effectiveness and predictability.

Maturity

Measure adoption of best practices and organizational maturity.

Stand-Up Meetings

Evaluate consistency and effectiveness of team stand-ups.

Team of Teams Meetings

Measure collaboration across teams.

Quality

Monitor quality indicators and delivery excellence.

Alignment Score

Measure how well work aligns with organizational goals.

Platform Usage

Track user adoption and engagement across the platform.

Common Use Cases

• Agile coaching
• Transformation initiatives
• Leadership reviews
• Continuous improvement programs

Tag-Based Widgets

Tag widgets allow users to create customized dashboard views based on specific tags.

This functionality enables teams to quickly group and monitor related work items.

Examples

Create widgets for:

• Strategic Initiatives
• High Priority Work
• Department-Specific Projects
• Customer-Facing Deliverables
• Regulatory Activities

Benefits

• Improved visibility
• Faster filtering
• Better organization
• Customized reporting

Static Data Widgets

Static Data widgets allow users to display custom information that does not change frequently.

Unlike dynamic widgets, these widgets are manually maintained.

Common Uses

• Executive announcements
• Team communications
• Instructions
• Dashboard descriptions
• Important reminders
• Organizational updates

Benefits

• Centralized communication
• Increased visibility
• Easy access to important information

Summary

The Overall Dashboard serves as a centralized hub for strategic, operational, and project-level reporting. By combining Outcomes, Projects, Media, Maturity Metrics, Tag-Based Widgets, and Static Data into a single view, organizations gain real-time visibility into performance, improve alignment, and make more informed decisions.