Sunday, March 20, 2016

Mid-Year Updates

If you use yearly Scorecard metrics, you can now set them to be updated in a mid-year month.

You no-longer have to select a quarter-end month to see the values for quarterly Scorecard metrics, or a year-end month for Yearly metrics.  Once entered, the values show up for the entire period.

The Entity CSV Download has a new column that indicates whether each metric is Monthly, Quarterly, or Yearly.  If Yearly with a mid-year update month, it names the month.

Tuesday, February 16, 2016

Curvy Charts

Spark Charts now use wavy lines instead of straight ones. Hover over any data point to see the exact Target and Actual values.

Click on any chart to see a bigger version that's easy to copy into a spreadsheet or presentation.  Charts on paper printouts of metric PDF reports are curvy now too!

Pareto Charts now display vertical bars instead of horizontal ones.

The Tags, and Responsibilities screens now show the new charts by default (like the Process Review screen). Choose Rolling 15 Months from the Show: Metrics drop-down to see the raw data instead of a chart.

Sunday, November 1, 2015

Plan Diagnostics Report

This new page is like a health check-up for your planning process.  It displays the following statistics about the selected plan:

Has this plan been reviewed effectively?

Over all, how well are we achieving this plan?

How well did we define what we planned to do?

Most of the numbers link to custom reports on the Plan Status screen that show exactly how the number was calculated.  Only the Missing Owner numbers link to the Ownership Transfer screen.  A Show Percentage control in the gray top-navigation toggles most fields from showing counts to showing percentages.

Sunday, August 30, 2015

Yearly Scorecard Metrics

Now we support metrics with a single update per year.  Also:

  • Improved Time Frame drop-down lets you select "Rolling 15-month", "Fiscal Year", or "7-Year" view (to better accommodate yearly metrics).  The Rolling and Fiscal views come in Monthly, QTD, and YTD flavors. 7-Year is only YTD.  More...
  • The new Time Frame drop-down also affects graphs on Process Review, Tags, and Responsibilities screens and the Metric PDF download.
  • The Transfer Ownership screen now has Select All check-boxes to make it even easier to move all someone's Hoshin or Scorecard responsibilities to someone else.

Tuesday, May 5, 2015

Responsibilities Shows a Review Dashboard Much Like the Tags Report

This report still shows a user's strategies, tactics, and Scorecard metrics on one screen, but now it shows a "review" perspective with the latest updates, start- and end-dates, and graphs:
This is the same format as the Tag report and includes the same control parameters so that you can customize the report to your liking.  You can view other people's Responsibilities, but like the rest of the system, you only see items that are already visible to you.  Use the up and down arrows to move between users alphabetically, or pick one from the drop-down with your mouse.

Monday, April 20, 2015

Intuitive, Drag-and-drop Sorting of Plan Tactics and Scorecard Metrics

Now you can sort metrics within each process.  Just edit the process, grab the metrics, and rearrange them!
We have removed the "Display Order" for plan tactics and replaced it with similar drag-and-drop reordering.  The system automatically renumbers your plan tactics with numbers 1-n.

Friday, March 6, 2015

Company-Wide Plan Visibility


Scorecards have always offered company-wide visibility, but now you can make company-visible plans too!  Instead of manually giving everyone view access to a plan, just set the Default Visibility from "Confidential" to "Company-Wide" and every PlanBase user at your company will be able to see it!.

New visibility icons appear in the upper-right of every Plan (and Scorecard) page, reminding you of who can see your data.

Company-Internal:    Confidential:


Plan Review View now provides a show cumulative link in the gray top navigation which displays QTD and YTD information for scorecard metrics, just like on the Process Review screen.  During a review, when you ask, "I see how we're doing this month, but how are we doing for the quarter/year?" the answer is a single click away!

The Entities view screen now shows just the top 2 levels of entities by default.  The Display Depth drop down makes this screen show as many levels as you like.  Like other screens with a single drop down, pressing the up and down keys scrolls the drop-down and the screen refreshes automatically.


For improved security, you can now monitor your active sessions and close any that you may have left open by accident.  From the My Account screen, click on the blue Active Sessions link in the gray top-bar navigation.  This is a great way to clean up an old "keep me signed in" session you may have forgotten about, even (or especially) if you opened that session on a phone or computer you no longer have access to.  If you used the same password on your PlanBase account as another account that was hacked, this screen also provides a great way to check that no unauthorized sessions have been started, or close any that have!