Audience: Customer
Module: Strategy
Time to read: 5 minutes
Applies to: All plans
Quick answer
Dashboards and scorecards give you a real-time view of how your business is performing against strategic objectives and KPIs.
What dashboards do
Dashboards:
• Visualize KPIs and trends
• Highlight risks and opportunities
• Support faster, better decisions
Scorecards:
• Compare targets vs actual performance
• Show progress over time
• Encourage accountability
How tracking works in the app
1. Strategic goals and objectives are defined in Strategy.
2. KPIs pull data from connected modules where relevant.
3. Dashboards update automatically as data changes.
This creates a single version of the truth across the business.
How to use dashboards effectively
• Review them weekly or monthly
• Focus on exceptions, not everything
• Ask “why” before taking action
What you should see
Your dashboards should clearly show:
• Which goals are on track
• Which objectives are at risk
• Where intervention is required
Common mistakes
• Checking dashboards too infrequently
• Overloading dashboards with metrics
• Ignoring early warning signals
Best practice
Dashboards are a decision tool, not a reporting exercise.
Related articles
• How do I set strategic objectives and KPIs?
• How does Strategy connect to other modules?