Purpose

The Dashboard Tab serves as the primary landing page within the Executive Dashboard, providing leaders with a consolidated view of organizational performance. The tab brings together key business metrics, strategic progress, project status, maturity insights, and supporting information into a single, configurable dashboard experience.

Users can quickly monitor progress, identify areas requiring attention, and gain visibility into organizational performance without navigating multiple areas of the platform.

If multiple Executive Dashboards have been configured, users can easily switch between dashboards using the Dashboard selector. The information displayed is based on the widgets and configuration defined for the selected dashboard.

Business Case

Executive leaders require a centralized view of critical organizational information to support decision-making and strategic alignment.

The Dashboard Tab enables organizations to:

• Monitor strategic and operational performance in one location.
• Track progress against business objectives and initiatives.
• Visualize project, outcome, and maturity data.
• Identify risks, delays, and performance trends.
• Present executive-level information through configurable widgets.
• Reduce the need to gather information from multiple reports or dashboards.

Dashboard Selection

Organizations may configure multiple Executive Dashboards to support different reporting needs, audiences, departments, or business functions.

To switch between available dashboards:

1. Click the All Dashboard selector.
2. Select the desired dashboard from the available list.
3. The dashboard will automatically refresh and display the widgets and information configured for the selected dashboard.

Only dashboards that have been configured and made available to the user will appear in the Dashboard selector.

Note: The Dashboard Tab does not create dashboards automatically. The dashboards available for selection are determined by the dashboards that have been configured within the platform and the user's access permissions.

Example

An executive may have access to:

• Corporate Executive Dashboard
• Strategic Planning Dashboard
• Operations Dashboard
• PMO Dashboard

Selecting a different dashboard will display the widgets, metrics, and information configured specifically for that dashboard.

Dashboard Components

The Dashboard Tab is composed of configurable widgets that can be arranged based on organizational needs.

Available widget types include:

Outcome Widgets

Display progress and performance information for Business Outcomes, Objectives, Key Results, and related work items.

Capabilities include:

• Completion percentages
• Progress indicators
• Status tracking
• Actual versus target values
• Historical update visibility

Project Widgets

Provide visibility into project execution and delivery performance.

Capabilities include:

• Project completion percentages
• Status indicators
• Progress visualization
• Category and tag filtering
• Project performance summaries

Media Widgets

Allow organizations to display supporting media content directly within the dashboard.

Supported media includes:

• Image Carousel
• PDF Viewer
• Video Media Widget

These widgets are commonly used for executive communications, presentations, announcements, and supporting documentation.

Maturity Metrics Widgets

Display organizational maturity and performance metrics using configurable measurement criteria.

Capabilities include:

• Percentage-based metrics
• Numeric metrics
• Parent-only metric display
• Color-coded performance indicators
• Progress tracking against defined thresholds

Tags Section Widget

Visualizes progress and performance based on selected tags.

Capabilities include:

• Business Outcome tags
• Project tags
• Completion percentages
• Card counts
• Filtered performance views

Static Data Text Widget

Displays informational content that does not require calculations.

Examples include:

• Key statistics
• Executive notes
• Reference information
• Numeric values
• Progress indicators

For more information on widget types click here.

Dashboard Configuration

Authorized users can configure the Dashboard Tab to meet organizational reporting requirements.

Configuration options may include:

• Adding widgets
• Removing widgets
• Rearranging widget placement
• Adjusting widget sizing
• Configuring widget-specific settings
• Selecting data sources
• Applying filters

Changes are reflected immediately on the dashboard.

Filtering and Data Visibility

Dashboard information is dynamically updated based on user permissions and available data.

Users may see information filtered by:

• Business Outcome
• Strategic Goal
• Project
• Team
• Tag
• Organizational Hierarchy

Only data the user has permission to access will be displayed.

Executive Dashboard Benefits

The Dashboard Tab helps organizations:

• Gain a real-time view of performance.
• Improve executive decision-making.
• Increase visibility into strategic execution.
• Monitor organizational health.
• Track project and outcome delivery.
• Consolidate reporting into a single location.
• Improve communication across leadership teams.

Summary

The Dashboard Tab provides executives and leaders with a centralized view of organizational performance through configurable dashboards and widgets. Users can monitor strategic progress, project performance, maturity metrics, and other key business information from a single location.

If multiple Executive Dashboards have been configured, users can switch between them using the Dashboard selector. The information displayed is based on the widgets and configuration defined for the selected dashboard. Only dashboards that have been configured and assigned to the user will be available for selection.

The Dashboard Tab helps organizations improve visibility, support informed decision-making, and monitor performance across strategic and operational initiatives.