The Process (Stage-gate) Dashboard

The Process tab (set from Classifications) within an Initiative, will only display metrics when either a Stage-Gate has been set up.

 

When a Stage-Gate has been set, the Process Dashboard will display the Benefits and Costs of initiatives currently at each stage of the process.  The Total Plan label shows the cumulative total plan of all benefits within initiatives at and within the current level. Total Budget displays a similar value for costs.

Hovering the mouse over individual initiative names will reveal the initiative's total direct plan and budget values against Total Plan and Total Budget labels respectively.

The Stage-Gate allows for an easy review of what needs to be complete, with links directly to the Initiatives.  This process will help you gain insights into where the value currently occupies within your organisation and helps identify process bottlenecks. The Stage-Gate Process Dashboard will also assist with the analysis of time each item has spent in its current stage or Stage-Gate.

There also exists graphical filtering options within the Process Dashboard. These will allow you to view your Stage-Gate according to: 

Benefit 

• Actual 
• Plan
• Forcast

Cost 

• Actual
• Budget 
• Forcast