View a dashboard
View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.
Before you begin
Role required: sn_align_core.ap_read_only
About this task
Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Dashboards.
By default, the Execution Dashboard appears on the Dashboards page.
From the Change dashboard drop-down, select the dashboard you want to view.
select a dashboard in strategic planning.
The selected dashboard appears.
Select a required tab that you want to view the key data and metrics for.
Each widget within a dashboard displays key data and metrics and may include visualizations.
Select a widget to see more details of the data in list view.
If you have edit access, you can update the details of an individual record directly from the list view when necessary.
Parent Topic:Using Dashboards in Strategic Planning Workspace
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