Strategy Execution Dashboard in Strategic Planning Workspace

The Strategy Execution Dashboard helps portfolio managers monitor the alignment between strategy and business outcomes, and quickly assess goal progress to ensure high-impact delivery.

The Strategy Execution Dashboard provides various analytics through the tabs and Execution Hub.

Strategic Overview tab in the Strategy Execution Dashboard

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Strategy Execution Dashbaord-Strategic Overview in Strategic Planning.

Widget/Visualization	Description
Goal Status	Goals that are In Progress or Approved, or have a status of Green, Yellow, or Red.
Goal Analyzer	Visualization of goals with grouped by Owner and stacked by Strategic priority.
Target Status	Visualization of targets count with their status as Red, Green, Yellow, and None.
Targets by Goal	Visualization of targets count with their goals.
Goals and Targets	List of goals and targets, including details such as Name, Status, and Progress.

Execution tab in the Strategy Execution Dashboard

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Strategy Execution Dashbaord-Execution Hub in Strategic Planning

Widget/Visualization	Description
Select a fiscal period to view relevant data	Option to select date range as This year or Last year to filter and display the data accordingly. Clearing the date range displays the data considering from the start date of the portfolio plan.
Planned Costs	Estimated cost for executing the plan.
Budget Costs	Estimated budget for executing the plan.
Actual Costs	Actual cost incurred during plan execution.
Planned Monetary Benefits	Monetary benefits that have been planned.
Actual Monetary Benefits	Monetary benefits that have been achieved.
Planned vs Budget vs Actual by Cost Type	Visualization of Planned vs Budget vs Actuals by Cost Type.
Budget by Investment type	Visualization of budget by Investment type.
Supplementary Data
New and In-Review Items	Visualization of new and in-review planning items with grouped by Priority.
Prioritized Items	Visualization of prioritized planning items with grouped by Status.
Completed Items	Visualization of planning items whose state is Done.
Delayed Planning Items	Planning items that were prioritized but haven’t started yet (no recorded actual start date), despite having an approved start date in the past.
Items Overdue	Prioritized planning items that remain incomplete (no recorded actual end date), despite having an approved end date in the past.
Dependencies whose provider planning item is in Red status	Dependencies that have a provider planning item in red status, affecting all dependent planning items.
Missed Key Milestones in Last 30 Days	Count of planning items whose key milestones were missed within the last 30 days.
Upcoming Milestones Likely to Be Missed	List of planning items whose key milestones about to be missed soon with details including Name, Type, Due date, Assigned to, Source item.
Resource Assignments Status	Visualization of resource assignments status.
Resource Assignments Ready for Review	Visualization of resource assignments count that is ready for review.
Upcoming Items with Resource Assignments That Are Unassigned, Unapproved, or Pending	List of upcoming planning items whose resource assignments status is Unassigned, Unapproved, or Pending.

Parent Topic:Exploring Dashboards in Strategic Planning Workspace