Business Outcomes Settings
Some settings on the Business Outcomes Dashboard can be adjusted to better fit your company. After going to the Business Outcomes Dashboard, click the Settings icon next to your initials.
Click on Manage Settings in the Business Outcomes box.
In Business Outcome Settings, you can manage Custom Fields, Business Outcomes Tags, and Dashboard Settings.
Some companies may create Custom Fields to populate this tab on Business Outcomes cards. A custom field can be used to track company-specific information not already included on a card. Below, the examples are Sponsor Name and Investment Code. Custom Fields you create will be available to your entire company.
To add, edit or delete Custom Fields, in Business Outcome Settings, choose Manage Custom Fields.
On the Manage Custom Fields page, you can add a Custom Field by clicking the + Add Custom Field link. Edit an existing field by putting your cursor in the box and editing the text. Delete an existing field by clicking the trashcan icon. Rearrange the order of existing fields by clicking and holding, then dragging the eight dot image to the left of each field name. Click Save when you are finished editing.
Business Outcomes Tags
The Demand/Delivery view is the default view of the Business Outcomes Dashboard. Other views can be created by Company Admins in the form of Tag Categories. When a Tag Category is created, it becomes available in the drop-down as another view, and any tags created within this category become the column headings displayed on the dashboard.
In the below example, the Tag Category created was Lifestyle Stage and the Tags created were Ready for Discovery, In Discovery, etc., shown as column headers.
You can also see Tag Categories and select multiple Tags to filter by in the filter dropdown in the upper left of the Business Outcomes Dashboard.
Individual Tags can be added to each outcome card in the Business Outcomes Tags dropdown.
When you create Tag Categories and individual Tags within those categories, they will be available to your entire company. To add, edit, or delete Tag Categories and Tags, in Business Outcome Settings, choose Manage Business Outcomes Tags.
You will see each Tag Category in its own box, with the correlating individual Tags beneath. Add a Category by clicking the +Add Business Outcome Tag Label link.
You can add a Tag to a Category by clicking the + Add Business Outcome Tag link. Edit an existing Tag by putting your cursor in the box and editing the text. Delete an existing Tag by clicking the trash can icon. Rearrange the order of existing Tags by clicking and holding, then dragging the eight-dot image to the left of each Tag name. Click Save when you are finished editing.
To enable or disable dashboard settings, a Company Admin can visit Settings > Business Outcomes Settings > Manage Dashboard Settings.
Company Admins can choose to change the settings to either display the company-level 3-Year and 1-Year outcomes at each level of the Business Outcomes Dashboard as you select different levels in the left navigation or you can turn this off. This change will be shown to the entire company when enabled and not available to the entire company when disabled.
Adjust the Display Company Level Outcomes on Every Level toggle so that it is positioned to the right of the screen to enable and do the opposite to disable.
You can also adjust how the filter for tags in the upper left of the dashboard works. To filter outcome cards that meet all of the tags selected in the filter, change the toggle to AND. To filter outcome cards that meet any of the tags selected in the filter, change the toggle to OR.