Analysis - Dashboards

What Are Analysis Dashboards in OnePlan?

Analysis Dashboards in OnePlan provide interactive, pre-built dashboards that help leaders understand how portfolios, programs, and work are performing. These dashboards surface key metrics related to ideas, objectives, financials, risks, and execution trends in a single analytical experience powered by Power BI.

What you will understand
After reading this article, you will understand what Analysis Dashboards are, the types of insights they provide, and when to use them to evaluate portfolio performance.

Who This Article Is For: Analysis Dashboards

This article is intended for:

• Executives who need high-level visibility into portfolio health and outcomes
• Portfolio and program leaders analyzing performance, investment mix, and progress
• PMO and strategy teams monitoring trends across objectives, work, and risk

How Analysis Dashboards Work in OnePlan

Centralized Portfolio Insights

Analysis Dashboards bring together portfolio data so decision-makers can review performance without navigating individual plans. Dashboards are designed to show both summary-level views and deeper analytical perspectives.

Interactive Filtering and Slicing

Dashboards allow users to filter and slice data—for example, by business unit or analytical focus—so insights can be tailored to specific parts of the organization.

Drill-Through Analysis

Analysis Dashboards support drill-through exploration, enabling users to move from portfolio-level summaries into programs, projects, and epics to understand what is driving results.

Trend and Health Monitoring

Several dashboards focus on trends over time, helping users evaluate whether portfolio health, execution, or financial indicators are improving or declining.

Key Components of Analysis Dashboards

• Ideas Dashboard
  Displays idea intake rates, prioritization, budgets, and key data points related to new ideas entering the portfolio.
• Objective Status
  Shows the progress of objectives and their associated key results to help track strategic alignment.
• Portfolio Summary
  Provides an overall view of portfolio status, including budgets, actuals, and return on investment, with interactive filtering.
• Portfolio Details and Program Details
  Drill-through views that allow deeper analysis of programs, projects, and epics contributing to portfolio performance.
• Risk Summary
  Presents portfolio-level risk information and supports analysis by impact and severity.
• Health Trend
  Visualizes how status indicators have changed over time to highlight improvement or deterioration.
• Detail Trend
  Focuses on trends for specific fields such as budget or effort.
• Work Trend
  Highlights execution-related trends, such as late tasks and active issues.

How Analysis Dashboards Fit Into OnePlan

• Portfolio Management: Analysis Dashboards summarize portfolio health and outcomes across plans.
• Strategic Planning: Objective and trend views help evaluate progress toward strategic goals.
• Financial Planning: Financial perspectives support analysis of budgets, actuals, and ROI.
• Execution Management: Work and health trends provide insight into delivery performance and risks.

Common Scenarios: When to Use Analysis Dashboards

• Reviewing overall portfolio health during executive or leadership meetings
• Evaluating idea intake and prioritization trends to guide investment decisions
• Drilling into underperforming programs or projects to understand root causes
• Assessing portfolio risk exposure and high-impact risks
• Monitoring trends to determine whether execution and financial performance are improving over time

Frequently Asked Questions: Analysis Dashboards

What types of insights do Analysis Dashboards provide in OnePlan?

Analysis Dashboards in OnePlan provide insights into ideas, objectives, portfolio health, financial performance, risk exposure, and execution trends, all presented through interactive dashboards.

Can I drill into detailed data from Analysis Dashboards?

Yes. Analysis Dashboards support drill-through analysis, allowing users to move from high-level portfolio views into programs, projects, and epics for deeper insight.

Are Analysis Dashboards designed only for executives?

No. While executives commonly use Analysis Dashboards, portfolio managers, PMOs, and strategy teams also use them to analyze performance, trends, and risks.

Do Analysis Dashboards show trends over time?

Yes. Several dashboards focus on trend analysis, helping users understand how health, financials, and execution metrics change over time.