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, November 1, 2015
Sunday, August 30, 2015
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
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:
Monday, April 20, 2015
Now you can sort metrics within each process. Just edit the process, grab the metrics, and rearrange them!
Friday, March 6, 2015
VisibilityScorecards 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.
ReportingPlan 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.