The Goal Progress Chart widget displays a chart of goal progress grouped by focus area, status or owner. Use it to track how your strategic goals are progressing at a glance.
What this widget is for
Add this widget to your dashboard when you are responsible for delivery against strategic plans and want a quick view of where progress is strong and where it is stalling. For example, a business unit manager can group goals by owner to see who is carrying the load and who needs support. This widget requires the Strategic Plans (Planner) feature.
What the widget shows
The widget displays a donut or bar chart. Each segment represents one group of goals — by focus area, status or owner — and the size of each segment reflects the measure you choose. A legend identifies the segments.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Goal Progress Chart from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Group by: choose how the goals are grouped: Focus area, Status or Owner.
Measure: choose what the segments represent: Number of goals (the count of goals in each group), Average goal progress (the average progress percentage of the goals in each group) or Total progress value (the combined progress value of the goals in each group).
Chart kind: choose a Donut or Bar chart.
Legend position: choose where the legend appears: Top or Right.
Statuses: choose which goal statuses to include.
Scope: limit the goals to those you own, created, participate in, or all goals (Owned By Me / Created By Me / I Participate / All Participate / All).
Tags: limit the widget to goals with the selected tags.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Goal Progress Chart widget on a dashboard.
Further Information