Direct Answer: Innovations Reporting Dashboard Template in OnePlan
The Innovations Reporting Dashboard template in OnePlan is a pre-built dashboard for the Innovations area that tracks challenges and ideas across two tabs: a Challenge Dashboard and an Idea Dashboard. Download the template file below and import it into your Innovations area’s Dashboard tab to get this reporting view immediately, without building it widget by widget.
What This Article Covers: Innovations Reporting Dashboard Template
This article shows what the Innovations 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 Innovations dashboard template and import it into your OnePlan Innovations area.
Before You Begin: Innovations Reporting Dashboard Template
- Access to the Innovations area in OnePlan with the Dashboards control activated
- Permission to create and import dashboard tabs
- Challenge and idea data already entered in your Innovations area, so the widgets have data to display
What’s Included: Innovations Reporting Dashboard Template
(01) Challenge Dashboard
Summarizes all innovation challenges, with # of Challenges, # of Ideas Submitted, # of Ideas Approved, and # of Ideas Implemented card widgets, pie charts breaking challenges down by Category and by State, and a table listing every challenge with its Plan Type, State, Manager, Priority, Business Unit, and Challenge Category. Filterable by State, Challenge Category, and Business Unit.
(02) Idea Dashboard
Tracks submitted ideas, with Estimated Budget, Benefits, and ROI card widgets, a bar chart of Ideas by Category, a pie chart of Department Participation, and a table listing every idea with its Plan Type, State, Business Unit, Idea Category, Process Step, Approval Status, Priority, Budget, Benefits, ROI, and Prioritization Score. Filterable by State, Priority, Business Unit, and Prioritization Score range.
Download Files
Download the Innovations Reporting Dashboard Template
Once downloaded, import the file using the steps in How to Import Dashboards in OnePlan.
Frequently Asked Questions: Innovations Reporting Dashboard Template
Q: What file format is the Innovations Reporting Dashboard
template in OnePlan? A: In OnePlan, the
Innovations Reporting Dashboard template downloads as a
.json file, the same format produced by OnePlan’s dashboard
export feature.
Q: What data does the Innovations dashboard template use? A: In OnePlan, the Innovations Reporting Dashboard template pulls from challenge and idea data in your Innovations area. Populate your challenges and ideas before importing the template so the widgets display meaningful data.
Q: Can I filter the Idea Dashboard tab by prioritization score? A: In OnePlan, the Idea Dashboard tab of the Innovations Reporting Dashboard template includes a Prioritization Score range slicer, in addition to State, Priority, and Business Unit slicers.
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: Innovations Reporting Dashboard Template
Import the template into your environment: - How to Import Dashboards in OnePlan
Learn more about the Innovations area: - How to Manage Ideas with the Innovation App in OnePlan
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