Execution Dashboard in Strategic Planning Workspace

The Execution Dashboard helps portfolio and product managers gain real-time visibility into delivery progress across work items, enabling portfolio leads to detect delays, course-correct early, and keep the strategy on track.

The Execution Dashboard provides various analytics across different tabs, including Overview, Financial, Milestones & Dependency, Capacity, RIDAC, Data Quality, and Geo.

Overview tab in the Execution Dashboard

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Execution Dashbaord-Overview in Strategic Planning.

Widget/Visualization	Description
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.
Overdue Items	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.
Planning Items
New and In-Review Items	Visualization of new and in-review planning items grouped by Priority. You can also group the items using other available options.
Prioritized Items	Visualization of prioritized planning items grouped by Status. You can also group the items using other available options.
Completed Items	Visualization of planning items whose state is Done. You can also group the items using other available options.
Execution Items
Projects	Visualization of projects count grouped by State. You can also group the items using other available options.
Demands	Visualization of demands count grouped by State. You can also group the items using other available options.

Financial tab in the Execution Dashboard

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Execution Dashbaord-Financial 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	Estimated budget for executing the plan.
Actual Costs	Actual cost incurred during plan execution.
Planned vs Budget vs Actual by Cost Type	Visualization of Planned vs Budget vs Actuals by Cost Type.
Planned vs Budget vs Actual	Visualization of cost by Planned vs Budget vs Actual.
Budget by Investment Type	Visualization of budget by Investment type.
Benefits
Planned Monetary Benefits	Monetary benefits that have been planned.
Actual Monetary Benefits.	Monetary benefits that have been achieved.
Pending Monetary Benefits.	Monetary benefits that are in pending state.
Benefits by Category	Benefits by category such as Revenue, Cost savings, and Customer satisfaction score.
Monetary Benefits	Visualization of monetary benefits with respect to planned and actual benefits.

Milestones & Dependency tab in the Execution Dashboard

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Execution Dashbaord-Milestones & Dependency in Strategic Planning.

Widget/Visualization	Description
Dependencies whose provider planning item is in Red status	Count of 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.
Missed Milestones in Last 30 Days	List of planning items whose key milestones were missed within the last 30 days with details including details, Name, Type, Due date, Assigned to, and Source item.
Achieved Milestones in Last 30 Days	List of planning items whose key milestones were achieved within the last 30 days with details including details, Name, Type, Due date, Assigned to, and Source item.
Milestones Analyzer	Visualization of key milestones grouped by state and stacked by Type. You can also group and stack the items using other available options.

Capacity tab in the Execution Dashboard

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Execution Dashbaord-Capacity in Strategic Planning.

Widget/Visualization	Description
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.
Resource Assignments by Group, Role & Skill	Visualization of resource assignments count by their group, role, and skill.

RIDAC tab in the Execution Dashboard

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Execution Dashbaord-RIDAC in Strategic Planning.

Data Quality tab in the Execution Dashboard

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Execution Dashbaord-Data Quality in Strategic Planning.

Widget/Visualization	Description
Alignment
Not Aligned to Goal	Count of work items that aren’t associated with any goal.
Financials
No Planned Cost	Count of work items for which cost estimation is done yet for execution.
No Planned Benefit	Count of work items for which benefit estimation is done yet.
No ROI	Count of work items for which ROI isn’t estimated yet.
Projects and Demands Without an Investment Type	Count of projects and demands for which Investment type isn’t defined yet.
Monetary Benefit Plans Without a Planned Benefit	Count of monetary benefit plans for which benefit isn’t defined yet.
Monetary Benefit Plans Without a Sponsor	Count of monetary benefit plans for which a sponsor hasn’t been assigned yet.
Planning Items with Other Attributes
No Resource Assignments	Count of planning items without resource assignments.
Unscheduled Items	Count of planning items not scheduled yet.
No Portfolio	Count of planning items with no portfolio defined.
No Program	Count of planning items with no program defined.
No Department	Count of planning items with no department populated.
No Business Unit	Count of planning items with no business unit populated.
No Owner	Count of planning items with no owner assigned.

Geo tab in the Execution Dashboard

Widget/Visualization	Description
Planned cost by location	Estimated cost by location for executing the plan.

Parent Topic:Exploring Dashboards in Strategic Planning Workspace