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Sort and Filter the Track Performance Page

New Fiscal Year Selector on the Track Performance Page

You can now sort and filter your goals and action items with a fiscal year selector on the Track Performance page. This filter now accompanies the same filter feature on the Goal Update, KPI Update, Reports, and Visual Performance Dashboard.

NOTE: If you haven’t already done so, you will need to go back and assign a start and end date to each of your goals and action items. Goals will only appear in the date range that is selected.  Goals without start or end dates will not appear.

 

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Hide Completed Goals on the Track Performance Page

Using the checkmark toggle, you can now hide goals and action items marked as complete from the Track Performance page. It doesn't remove them from your plan or dashboard, but allows you to filter them out so you can focus on goals and action items that need your attention.

 

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In case you missed it – New Status Icons on the Status Update Page

Status icons are no stranger to the OnStrategy software, but now they’re leveraged on Progress Update Page to create consistency between the Track Performance Page, Visual Performance Dashboard, KPI Scorecard, Reports, and Strategy Alerts. In short, it helps align the Progress Update menus to the other elements of the software.

When updating a goal or action item in the drop down menu on the Progress Update page, you’ll see the icons that correlates to each status. Adding the icons to the dropdown gives you context and a deeper understanding of the status you are selecting.

How it affects you:

This update doesn’t change any functionality of the software, but it does give you more context when you update your goals or action items. However, there are a few minor things to note:

1) The status of a goal will default to “Not Started” any time before the indicated start date.

2) The status will automatically change to “Off Target” if the goal is past it’s start date and has not been updated.

3) The status of a goal will automatically change to “Critical” if the goal is past its completion date and has not been completely or appropriately updated (i.e. Deferred or Waiting on Someone).

 

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