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.
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.
When you select a row in the left navigation, the content to the right will adjust to represent that level of your organization.
When Outcomes is the view selected in the dropdown in the upper right corner, you can choose Annually or Quarterly from the drop-down to the left to change the blue columns. The columns when Annually is selected will be 3-Year Outcomes and 1-Year Outcomes and the columns will adjust to 1-Year Outcomes and Quarterly if you select Quarterly.
When Outcomes is chosen as the option in the filter at the top right of your screen and you have selected a row in the left navigation that is not an individual team, you will see blue columns relating to the Annually or Quarterly selection. To the right of those columns, you will see purple columns that represent the teams directly below the level you have selected. These are the teams that are sub-teams for the level you have selected.
Outcome cards will display at the level selected in the left navigation for which they were created. Cards will also display one level up from the level they were created on, in the purple column with the name of the team or level at which they were created.
If you select a row in the left navigation that is an individual team, you will not see any blue columns displayed, as there are no teams that are sub-teams to those individual teams.
The cards that are displayed at this level were created on this level.
The Outcomes view is the default view of the Business Outcomes Dashboard but once additional Tag Categories have been created for your company, you can view the outcomes cards related to these Categories by changing the view in the upper right corner of the dashboard.
When a Tag Category is created, it becomes available in the drop-down as an additional view, and any tags created within this category become the column headings displayed on the dashboard.
Outcome cards will display at the level selected in the left navigation for which they were created under these additional views.
In order to see cards created in any additional view one level up from the level in which it was created, you need to switch to the Outcomes view first. After that, cards will also display one level up from the level they were created on, in the purple column with the name of the team or level at which they were created, based on whether those cards were created with 3-Year, 1-Year, or Quarterly as the timeframe.
Learn how to edit, create, and delete filter options.
The Business Outcomes Dashboard has two filter options. The filter drop-down in the upper left corner allows users to filter the Outcomes Dashboard by Tags that have been created by your Company Admin. When filtering with tags, multiple tag filters can be applied and outcomes 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.
Exporting to Excel and PDF
You are able to export your Business Outcomes 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.
Next, learn to create outcome cards!