Dashboards allow you to create flexible and powerful ways to view your data. This article will run through the process of creating and using dashboards. You can have as many dashboards as you like in Cascade. You’ll find the Dashboards feature here:
This short video runs through the key features of Dashboards:
Creating Dashboards with Widgets
To create a new dashboard, click the ‘New Dashboard’ button in the top right of the screen. You can either create a blank dashboard, or ‘Clone’ a dashboard from an existing dashboard. When you clone a dashboard, you will receive an exact copy of the shared dashboard for you to edit and customise. When you create your dashboard, you’ll need to also give it a name.
Dashboards are made up of ‘Widgets’. Widgets are blocks of data that you can drag, drop and resize on your dashboard to get them looking exactly the way you want. To add a widget, click the Widgets menu, and select from our 12 widgets the ones you want to add from the list. Once the widget has been placed, you can move it around, or resize it. Some widgets allow you to customise the content of what is displayed – click on the ‘Gear’ icon that appears when you hover your mouse over the widget to do so.
Each of our 12 widgets are unique, to find out more about each widget, a detailed description is given below:
This widget allows you to grab any goal from throughout the entire organisation and drop it onto your dashboard. That means you can build a dashboard for all the key marketing goals, a particular project, or your main sales metrics. It’s is a great tool for tracking and viewing the progress of a goal. The widget allows you to view a single goal in a range of ways depending on what you’d like to see. You first need to select the goal you’d like to track; you are then given options to display either,
- Sub-Goal Properties in a table,
- Sub-Goal Progress in a bar chart,
- Sub-Goal Time in a Gantt chart, or,
- Goal Progress in a multi chart.
If you select the Sub-Goal Properties options, you are also able to customise the final look by displaying a,
- The Goal owner’s name,
- Strategic Horizon, or,
- Type of Goal.
The Sub-Goal Progress option allows you to display a heading and the percentage of the sub goal progress.
Sub-Goal Time allows you to display a heading and the goal progress.
The Goal progress chart gives you a ‘Show Header’ option. Although, if the Goal selected has Milestones, display options will automatically appear in the ‘Goal Progress’ option. You’ll have the choice to display a cumulative or non-cumulative chart, and whether you’d like to display a ‘Header’, ‘Data Points’, or, ‘Milestones Periods’.
The Multi-Goal Widget allows you to view the completion of multiple goals, and customise the display, so you can see the details that matter. You’re given the option to display
- Your own Goals,
- Your teams Goals,
- Goals you are watching, or,
- Specific Goals.
The display options allow you to choose whether you’d like your goals to be shown in a Table, or Gantt chart. Both the table and Gantt chart allow you to display, a header, average completion, and the sub-goals. If the table is selected, extra options will appear for you to customise the details of what exactly is displayed, such as,
- The Goals owner,
- Scorecard type,
- Strategic horizon, and,
- The type of Goal.
If the Gantt chart is selected, you’ll also have the option to show the Goals progress. There are also various sorting, grouping, and ordering options for how you’d like the goals to appear.
The Issues widget is great for viewing at a quick glance what concerns are arising in the organisation. The widget allows you to select whether you like to display Issues related to
- Your own goals,
- Your team’s goals,
- A specific goal in the organisation, or,
- A specific business unit’s goals.
Once you have selected the Issues you’d like to see, you then have filter options to display
- Non-Critical Issues,
- Critical Issues, or
- Resolved Issues.
The widget also allows you to choose whether you’d like to display any of the details associated with the Issues selected. Finally, the ‘Group By’ drop down menu gives you the option to group the Issues by ‘Criticality’ or ‘Goal’.
The Tasks widget is a useful resource for displaying all the things on your ‘to do list’ in order to complete your goals. The widget can also be customised if you’d like to only view Tasks related to
- Your own goals,
- Your team’s goals,
- A specific organisation unit’s goals, or,
- A specific goal in the organisation.
Once you have selected the Tasks you’d like to see, you then have filter options to display
- Incomplete Tasks, or
- Complete Tasks.
The widget also gives you the option to display details associated with the Tasks using the tick boxes. The ‘Group by’ drop down menu allows you to group the Tasks displayed by
- Complete/ Incomplete,
- Goal, or,
- Goal Owner.
The Updates widget allows you to view updates from a goal or a group of goals. It also gives you the option to select the types of updates to display including
- Comments, or,
- System Updates.
The widget gives you the added functionality to customised the look by also displaying a
- Name of user who created the update,
- Date update was made, and
- Goal title the update was created for.
If you’d like to view all the updates for a particular time period, you can select whether to display updates from last week, month, or year. Or, you can select a specific date.
The contributions widget allows you to see how particular goals contribute to elements of the strategic plan. The widget gives you the functionality to select whether you like to display the proportion of either, each goal type or each focus ares contributions to the strategic plan.
Once you have selected either ‘Focus Area Contribution’, or ‘Goal Type Contribution’ to display, the widget also allows you to select whether the contributions presented are
- Your Own Goals
- Your Team’s Goals or,
- The Organisation’s Goals.
The Planner widget allows you to view your organisations strategy plan including ‘Focus Areas’ and ‘Goals’ visually in a clean and straightforward Chart, similar to the plan page. This widget is extremely useful when needing to see an overview of the organisation’s strategy at a glance. The widget also gives you the option to display the information in a Gantt Chart. If the Gantt Chart is selected, you also have the added functionality of being able to show the goal’s progress.
The Notes Widget allows you to create free-text notes to include on your dashboard, the free text notes will be added and displayed as cards to the widget. Notes can be used to describe the content of the dashboard or just for general updates. The widget also allows you to insert hyperlinks to other documents, this is useful if you’d like to add more information about a particular note.
Focus Area Completion Widget
The Focus Area Completion Widget displays the average completion of each of your focus Areas. This is calculated by taking the progress of all the Organisational goals aligned to each focus area.
The Values Widget simply displays the values of the organisation on your dashboard. The widget can be used on every dashboard to ensure your organisations values are always surrounding your activities, and are reinforced with all users in the organisation.
The Surveys widget shows all pending surveys that you need to complete. It allows you to keep track of what surveys need to be done, and takes you straight to the survey to complete, if clicked on. If there are no pending surveys, the widget will appear blank.
RSS Feed Widget
The RSS Widget allows you to pull in information to display on your Dashboard from an RSS feed. You can pull in information from news websites, or your favourite blog to view the latest updates. Simply enter the URL of the feed you wish to display and and straight away you can view live updates. You can also customise the display of the feed by selecting the maximum number of entries you wish to display, the date, title, description or the read more link, which will take you to the website if clicked on.
Dashboards inside Cascade can be shared with other users, giving them a copy of your dashboard in their account. Shared dashboards are read only, only the owner of a shared dashboard will be able to make changes to it.
To share a dashboard click the “Share Dashboard” in the top right hand corner of the page.
There are five different sharing options:
Don’t Share: This option will revoke the access to the dashboard if you no longer wish to share it.
Share with the entire organisation: This options will share the dashboard with all users in the organisation. When you users are added to Cascade they will automatically see this dashboard in their account.
Share with privilege level: This option will share a dashboard with users who have a particular privileges level. You are able to select more than one privilege to share the dashboard with. Users who are given this privilege at a later date will automatically have this dashboard shared with them.
Share with specific people: This option allows you to share a dashboard with specific users in Cascade, to do this simply search for a name.
Transfer ownership: This option allows you to transfer the ownership of a dashboard to another person, once this is done you will lose the ability to edit the dashboard.
Embedding Dashboards outside of Cascade
- Displaying ‘Community’ goals on their public website
- Displaying key strategy metrics on the staff intranet
- Displaying the strategic plan on a board member portal
- Displaying metrics for a particular department (e.g. The Customer Service team) on a plasma screen inside that department.