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.
Select your company from the dropdown. Then 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
Tag Categories and individual Tags on the Business Outcomes Dashboard are used in filter options. Tags are added to a card individually when creating or editing a card.
You can see Tag Categories and select multiple Tags to filter by in the filter dropdown on the left side of the Business Outcomes Dashboard.
The View Filter drop-down is located in the top right-hand corner of the dashboard. The Demand/Delivery view is the default view of the Business Outcomes Dashboard. Other views can be populated with various 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.
Individual Tags can be added to each 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 trashcan 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.
You can choose to change the settings to display 3-Year and 1-Year company-level outcomes at each level of the Business Outcomes Dashboard. This change will be shown to the entire company when enabled and not available to the entire company when disabled.
To enable or disable this feature, in Business Outcome Settings, choose Manage Dashboard Settings.
Toggle Display Company Level Outcomes on Every Level so the toggle is positioned to the right of the screen to enable and do the opposite to disable.