The Organization Dashboard provides a high-level overview of progress across all plans in your organization, making it easy to monitor performance, identify trends, and spot areas that may need attention. Whether you're tracking strategic initiatives or operational goals, this centralized dashboard gives you a powerful summary of plan health and status in one streamlined view.
Navigating to Organization Dashboard
Navigate to your Organization Dashboard by clicking the 'Dashboard' drop-down menu and selecting 'Organization Dashboard':
Using Organization Dashboard
When first navigating to the dashboard, you'll begin in a default state showing aggregate summary information for all currently active plans that you have access to in AchieveIt.
You can review individual plan performance by using the dropdown menu at the top of the page to select an individual plan.
You can customize your view by selecting pie or donut charts on the page. Click the chart icon to toggle donut charts on. Charts on the Organization Dashboard are also clickable. Click a slice of your pie or donut chart to view details about items in a certain status.
Downloading a PDF Report
You can also download your Organization Dashboard as a PDF. Click the download icon in the top right-hand corner of the page.