Progress Updates, Graphical Results Output

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Graphical Output of Progress Update Results Timeline

 

Description:  Have you ever needed to create a graph showing the trend of the results values that contribute to your scorecards?  I have, and in the past it always meant exporting the values to Excel, cleaning it up, and then creating a graph in Excel.  No more. clip0079x

Now you can use the handy right click option of Results History and display a graphical timeline of the trend that is driving your scorecard results.  It gets better than that, because using the configure button within the Chart, you can configure the graph to track two different User Results fields, filter and color to your preference.

But it gets better, you can also add the graph to your quick reports -clip0080x imagine you print out your strategic scorecard and underneath each record you include a timeline chart as well.  You add charts by simply clicking the "Include Progress Update Results Chart" new option in the Quick Report window.

Highlight a record that has progress updates (one where results data exist)

right-click and choose Results History

On the quick print report options, choose "include Progress Update Results Chart"

 

Business Value: Sometimes a picture is worth a thousand words, and charts are a very effective means of displaying trend over time. The combination with a traffic light scorecard is really powerful.  I think you'll also find that it become even more valuable when you track two results in the same series of progress updates.  As an example I track number of web visitors and number of conversions.  Seeing how they co-vary is very helpful.  Being able to change to view web visitors and budget is a single change to the configuration file, and now I have that graph as well.  Any progress update can be set up to track up to 10 User Results fields.  If you don't know how to do that, let us help you. Phone us at 707.487.3000 or email pst@managepro.com