Strategy Reporting Dashboard Template in OnePlan

Direct Answer: Strategy Reporting Dashboard Template in OnePlan

The Strategy Reporting Dashboard template in OnePlan is a pre-built dashboard for the Strategy area that tracks objectives and key results across four tabs: an objective portfolio, objective progress, a key result portfolio, and key result progress. Download the template file below and import it into your Strategy area’s Dashboard tab to get this reporting view immediately, without building it widget by widget.

What This Article Covers: Strategy Reporting Dashboard Template

This article shows what the Strategy Reporting Dashboard template looks like, what each tab includes, and provides a downloadable .json file you can import directly into your OnePlan environment.

What you will accomplish Preview the Strategy dashboard template and import it into your OnePlan Strategy area.

Before You Begin: Strategy Reporting Dashboard Template

Access to the Strategy area in OnePlan with the Dashboards control activated
Permission to create and import dashboard tabs
Objective and key result data already entered in your Strategy area, so the widgets have data to display

What’s Included: Strategy Reporting Dashboard Template

The template includes four dashboard tabs, each filterable by Business Unit.

(01) Objective Portfolio

Summarizes all objectives at a glance, with Current Metric, Active Objectives, and Objectives Off Track card widgets, pie charts breaking objectives down by Priority and by Business Unit, and a table listing every objective with its Plan Type, State, Status, Business Unit, Process Step, Priority, and Estimated End date.

Strategy Dashboard - Objective Portfolio

(02) Objective Progress

A horizontal bar chart showing the Current Metric progress percentage for each objective, so you can quickly compare which objectives are ahead of or behind their target.

(03) Key Result Portfolio

Mirrors the Objective Portfolio tab at the key result level, with Current Metric, Active Key Results, and Key Results Off Track cards, pie charts by Priority and by Business Unit, and a detailed table showing Plan Type, State, Status, Business Unit, Process Step, Unit of Measure, Current Number, Current Metric, Target Number, and Estimated End for every key result.

Strategy Dashboard - Key Result Portfolio

(04) Key Result Progress

A horizontal bar chart, Key Results Status, listing every key result with its current completion percentage — the key-result-level counterpart to the Objective Progress tab.

Strategy Dashboard - Key Result Progress

Download Files

Download the Strategy Reporting Dashboard Template

Once downloaded, import the file using the steps in How to Import Dashboards in OnePlan.

Frequently Asked Questions: Strategy Reporting Dashboard Template

Q: What file format is the Strategy Reporting Dashboard template in OnePlan? A: In OnePlan, the Strategy Reporting Dashboard template downloads as a .json file, the same format produced by OnePlan’s dashboard export feature.

Q: What data does the Strategy dashboard template use? A: In OnePlan, the Strategy Reporting Dashboard template pulls from objective and key result data in your Strategy area. Populate your objectives and key results before importing the template so the widgets display meaningful data.

Q: Can I filter the Strategy dashboard by business unit? A: In OnePlan, all four tabs of the Strategy Reporting Dashboard template include a Business Unit slicer, and the Objective Portfolio tab also includes a State slicer.

Q: How do I use the downloaded template in OnePlan? A: In OnePlan, import the downloaded .json file using Reporting > Dashboards > Import. See How to Import Dashboards in OnePlan for full steps.

What to Do Next: Strategy Reporting Dashboard Template

Import the template into your environment: - How to Import Dashboards in OnePlan

Learn more about the Strategy area: - Manage Corporate Strategy

Explore reporting dashboards generally: - Reporting Dashboards in OnePlan - Overview

strategy-reporting-dashboard-template.json30 KB