Strategic Planning - Navigate the Dashboard for Editors

The Strategic Planning Dashboard acts as a landing page visualizer for your Strategic Plan. Quickly view overall plan status, progress over time, and upcoming scheduled check-ins. 

Navigate the Strategic Planning Dashboard 

From the Dashboard tab of your Strategic Plan you can…

1. Select the View dropdown to show either by Focus Area, Goals or Groups.
2. Select filters in the top row to customize the graphics and manage the overall Dashboard view.
3. View the Overall Progress & Status, based on the reported statuses in the Action Item Check-ins.
4. View Focus Area Progress Over Time and monitor the progress over the months.
5. View a list of all Action Items and upcoming check-ins in the next 7, 30, or 90 days. 

Upcoming Check-Ins 

At the bottom of the Dashboard is a list of upcoming Check-ins. 

Note: Collaborators will only see the Upcoming Check-ins table which will display the rows of plan items relevant to their assignments. If you are a Contributor, please see this article for more information about your dashboard view. 

1. Filter the Action Items to View All Action Items, or change the timeframe to see which Action Items have scheduled check-ins coming up in the next 7 days, 30 days, or 90 days.
2. Organize the Dashboard using Row Groups. This will group all Rows into whichever column you select. Drag a column to where it says “Drag Here to Set Row Groups”.
   1. You can open the Columns Menu on the right-hand side to include additional columns to this Dashboard table.
3. Select any of the hyperlinked Plan Items to easily access those specific Focus Areas, Goals, or Action Items.
4. Select the Action Icon () to easily enter a Status & Progress update. 
5. Select Export to download an Excel file of the Action Item table. 

Pro Tip: View the most recent notes in the Last Update Notes column for more information.