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Business Outcomes Structure and Navigation

To get to the Business Outcomes dashboard, log into AgilityHealth® and click the Business Outcomes link at the top of the page. If this feature is not enabled for your company, contact your Company Admin or Customer Success Manager. 

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On the Business Outcomes dashboard, each level of your organization and your portfolios, business lines, and teams are represented in the left navigation. The top level of the left navigation represents the organization as a whole, with teams organized by portfolio, program, or other levels your company chose in the setup process. We commonly refer to these levels as n-tier, enterprise, multi-team, and team.

Under the Unassigned node, you may see several teams listed. As you assign teams as sub-teams of another level, they will be removed from the Unassigned data and will populate in the left nav under the parent team.

Hint: Click the carets in the left navigation to expose team layers throughout the organization.

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Navigation

When you select a team in the left navigation, the columns to the right will adjust to represent that level of your organization. 

There are three views currently available for the dashboard. In the first of the two dropdowns in the upper right corner, you can pick: Business Outcomes, Initiatives, or Deliverables. Depending on those choices, you will see different options available in the second dropdown. 


Business Outcomes View

You can choose Annually or Quarterly from the drop-down for Business Outcomes to change the blue columns.Screenshot 2024-02-08 at 3.05.58 PM.png

Annually - Blue Columns:

The blue columns when Annually is selected will be 3-Year Outcomes and 1-Year Outcomes.

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Depending on your company's settings, the cards in the first blue column (3-Year Outcomes) may filter down so you see them no matter what level you have selected in the left navigation. This is only true when Business Outcomes and Annually are selected. This setting can be turned off for all users in your company in the Business Outcomes Dashboard Settings.

Quarterly - Blue Columns:

The blue columns will adjust to 1-Year Outcomes and Quarterly if you select Quarterly.

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Annually or Quarterly - Purple Columns:

The purple columns represent the teams directly below the level you have selected. These are the teams that are sub-teams for the level you have selected. 

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When the company level is selected, cards created in the purple team columns will display at the company level, and also when you go to that team by selecting it in the left nav. The opposite is also true - if you create a 1-year or Quarterly card on a team's level, when you go up a level, you will see those cards in the team's purple column. 

If you select a row in the left navigation that is an individual team, you will not see any purple columns displayed, as no teams are sub-teams to those individual teams. The Obstacles column does not currently function. 

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Initiatives View

When Initiatives is selected as the view, you'll see by default a blue column for each quarter. The Initiatives label in the drop-down can be edited for your company, as can the column titles. 

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Initiative cards can be linked to a parent business outcome card and key results from the parent card can be linked to key results on the Initiative card.

Coming soon: Initiative cards will also have additional options available such as a Deliverables tab, a Checklist tab, a Dependencies tab, and an Obstables tab. 


Deliverables View

When Deliverables is selected as the view, you'll see by default a blue column for each of six sprints (only five are shown below). The Deliverables title in the dropdown can be edited for your company, as can the column titles. 

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Deliverable cards can be linked to a parent business outcome card and key results from the parent card can be linked to key results on the Deliverable card.

Coming soon: Deliverable cards will also have additional options available such as a Checklist tab, a Dependencies tab, and an Obstacles tab. 


Additional Categories

Additional categories can be created for each view for your company, allowing you to create and see cards related to these categories by changing the view in the upper right corner of the dashboard.

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When a category is created, it becomes available in the drop-down as an additional option for that view, and any tags created within this category become the column headings displayed on the dashboard.

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Cards will display only at the level selected in the left navigation for which they were created under these additional views. They will not roll up a level. 

Learn how to edit, create, and delete categories.


Filtering

The dashboard has two filter options. The filter drop-down in the upper left corner allows users to filter the dashboard by Tags that have been created by your Company Admin and added to cards. When filtering with tags, multiple tag filters can be applied and cards that have one or all the filters selected will show on the dashboard, depending on your company's dashboard settings

The blue funnel icon allows users to filter by the color assigned to each card.

Each of these filters can be used independently or in conjunction with each other to give the user maximum flexibility.

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When you filter cards on the dashboard, an infographic will appear showing you how many cards for each filter choice are showing on the board, along with each tag's corresponding color.

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Exporting to Excel and PDF

You can export your cards to an Excel spreadsheet or a PDF document using the icons to the right of the view selector. Any filters will be saved in the export as well. This is useful when you want to share certain items with leaders who do not have access to AgilityHealth® or need this information in Excel or PDF. 

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Next, learn to create cards!

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