In this article
The Idea/Initiative Performance page displays a summary of the key performance areas of the Idea/Initiative. There are five categories of information available, each of which is detailed below.
The workflow stage widget displays the current stage of the Idea/Initiative, whether it is on track (green dot) or off track (red dot) and what the expected dates for entering each of the stages are. These dates are configured in the Workplan.
Click on the widget to navigate to the Approval page of the Idea/Initiative.
The Benefits Delivery widget summarizes the Benefits delivered/forecasted for the Idea/Initiative for the current month. The colour (green, red, grey) is set based on the data that the widget receives.
- Green - On track based on the configured trend for the Idea/Initiative.
- Red - Off track based on the configured trend for the Idea/Initiative.
- Grey - No data
If there is a warning, a triangle is shown in the widget, more information is shown when hovering over the icon.
Note: Benefit delivery widgets will display for each of the Benefit types, whether Financial or Non-Financial that is added to the Idea/Initiative
The Timeline status widget displays the status of the Idea/Initiative with regard to the stage it should be in.
- Green - On track
- Red - Off track
- Amber - At risk
Run Rate Benefits
The Run Rate Benefits widget displays a copy of the chart on the Financial Benefit page. Click on the widget to navigate to the Benefit page.
Overdue Actions from the Idea/Initiative's workplan are also shown, these actions can be edited by clicking on the action name or marked as complete by ticking the box.
The Risks widget shows all the risks that were identified with the colour indicating the relevant risk rating. Click on the widget to navigate to the Risk page.
KPI's that have been added to the VDT will automatically be shown here and cannot be removed from this view; additional KPI's can be added by clicking the +Add KPI button on the top right. To remove a KPI from the idea, click on the Trash icon.
The date used to generate the KPI Chart above is determined as follows:
The Up to Date status of the KPI is determined as follows:
- The KPI status is updated every time KPI values are uploaded or updated based on the selected performance period. i.e. if a KPI has values uploaded for its performance period, it will be Up To Date underwise it will not be Up To date.
Clicking the curved arrow at the top right of the KPI widget will navigate to that KPI in the KPI module.
Now that you can understand the Performance tab, see article Initiative Overview.