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Business Outcomes Views, Filters and Exports

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, 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 and the views you choose in the two view dropdown boxes. 

There are three views currently available for the dashboard. You can pick Business Outcomes, Initiatives, or Deliverables in the first of the two dropdowns in the upper right corner. Depending on those choices, you will see different options available in the second dropdown. It's important to note that some Admin users can rename the Initiatives and Deliverables views to something that makes more sense for your company so those views may have different names. 


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, by default. Some Admin users can rename these columns so they may have different names in your company.

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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 as the view. 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 in the second view dropdown. Again, these column names may have been renamed for your company.

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Annually or Quarterly - Purple Columns:

Whether you have selected Annually or Quarterly as the view in the second dropdown, 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 will also display when you go to that team level 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 yet function - this is coming soon. 

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Initiatives View

When Initiatives is selected as the view, you'll see by default two options in the second dropdown - Sub-Teams and Timeline. The Initiatives label in the dropdown can be edited for your company, as can the Timeline label and the corresponding column titles. 

When Sub-Teams is selected, the columns shown will be a purple column for each sub-team of the parent team selected in the left navigation, plus an Obstacles column. The purple columns will show the cards created at this level by that sub-team. The Obstacles column does not yet function - that is coming soon.

BO Initiatives Sub-Teams

When Timeline is selected, you will see a blue column for each quarter. By default, the Timeline view has four quarters. The names of both the view and columns can be changed by a Company or Business Line Admin and may differ for your company. You will see cards for the level you have selected in the left navigation, as well as their sub-teams. A label in the upper right corner of each card indicating the team level the card was created on will display.

BO Initiatives Timeline View


Deliverables View

When Deliverables is selected as the view, you'll see by default two options in the second dropdown - Sub-Teams and Timeline. The Deliverables label in the dropdown can be edited for your company, as can the Timeline label and the corresponding column titles. 

When Sub-Teams is selected, the columns shown will be a purple column for each sub-team of the parent team selected in the left navigation, plus an Obstacles column. The purple columns will show the cards created at this level by that sub-team. The Obstacles column does not yet function - that is coming soon.

BO Deliverables Sub-Teams

When Timeline is selected, you will see a blue column for each sprint. By default, the Timeline view has six sprints. The names of both the view and columns can be changed by a Company or Business Line Admin and may differ for your company. You will see cards for the level you have selected in the left navigation, as well as their sub-teams. A label in the upper right corner of each card indicating the team level the card was created on will display.

BO Deliverables Timeline View


Additional Views

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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Learn how to edit, create, and delete categories.


Filtering

The filter dropdown in the upper left corner allows users to filter the dashboard by Tags that have been created by your Company Admin or Business Line 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

Make your selections and be sure to click OK to save your filter. To remove the filter, click the Filter dropdown again and click Clear, then OK. 

BO Filter by Tag

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.

BO Filter Legend

Clicking on the funnel icon will open a modal allowing you to pick what color of cards you would like to see on the dashboard.

BO Filter Funnel

The colors correlate to the color picked inside the card when using the color palette icon and show on the left side of each card, as well as in the overall progress bar.

BO Color Card

Click on the colors of your choice and cards with that color selected will show on the dashboard. Choosing the gray color block will include all cards with no color selected. Click the red circle image to remove your selections. 

BO Card Color Picker


Search Cards

The Search Visible Cards field is available to search for a card in the current view and the current level selected in the left navigation. You can search using a team's name or by keywords in the title or description of a card. 

If you do not find the card you're searching for, try a different view or a different level in the left navigation.

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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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Learn to create and edit cards!

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