Benefit Realization Reporting Dashboard Template in OnePlan

Direct Answer: Benefit Realization Reporting Dashboard Template in OnePlan

The Benefit Realization Reporting Dashboard template in OnePlan is a pre-built dashboard for the Benefit Realization area that tracks benefits across two tabs: a Benefit Portfolio Dashboard and a Benefit Progress Dashboard. Download the template file below and import it into your Benefit Realization area’s Dashboard tab to get this reporting view immediately, without building it widget by widget.

What This Article Covers: Benefit Realization Reporting Dashboard Template

This article shows what the Benefit Realization 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 Benefit Realization dashboard template and import it into your OnePlan Benefit Realization area.

Before You Begin: Benefit Realization Reporting Dashboard Template

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

What’s Included: Benefit Realization Reporting Dashboard Template

(01) Benefit Portfolio Dashboard

Summarizes all benefits at a glance, with Current Metric, Count of Benefits, and Benefits Off Track card widgets, pie charts breaking benefits down by Priority and by Business Unit, and a table listing every benefit with its Plan Type, State, Status, Business Unit, Process Step, Unit of Measure, Current Number, Current Metric, Target Number, and Estimated Start and End dates. Filterable by State and Business Unit.

Benefit Realization Dashboard - Benefit Portfolio Dashboard

(02) Benefit Progress Dashboard

A horizontal bar chart, Benefit Status, showing the current completion percentage for each benefit, so you can quickly compare which benefits are ahead of or behind their target. Filterable by Business Unit.

Benefit Realization Dashboard - Benefit Progress Dashboard

Download Files

Download the Benefit Realization Reporting Dashboard Template

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

Frequently Asked Questions: Benefit Realization Reporting Dashboard Template

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

Q: What data does the Benefit Realization dashboard template use? A: In OnePlan, the Benefit Realization Reporting Dashboard template pulls from benefit data in your Benefit Realization area. Populate your benefits before importing the template so the widgets display meaningful data.

Q: Can I filter the Benefit Realization dashboard by business unit? A: In OnePlan, both tabs of the Benefit Realization Reporting Dashboard template include a Business Unit slicer, and the Benefit Portfolio Dashboard 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: Benefit Realization Reporting Dashboard Template

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

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

benefit-realization-reporting-dashboard-template.json20 KB