Navigation

The C-Suite Dashboard presents data in a structured, interactive layout that facilitates strategic monitoring, performance analysis, and decision-making tasks.
Note: Users with the CFO role are automatically directed to the dashboard upon login.

Interaction between the C-Suite Dashboard and reports

Click the Navigate to icon to be directed to these detailed reports:

  • Metric Overview
  • Trend & Projection
  • Top & Bottom Analysis

The reports inherit these elements:

  • Application Context
  • Negative value display
  • Scaling and decimal settings
  • Selected strategy, objective, and metric
  • View mode and hierarchy state in the metrics table
  • Period settings and chart configuration in the Trend & Projection chart
  • Analyzed business objects in the Top & Bottom Analysis widget, the zoom level and the Top 5 or Bottom 5 switch

Click the Home icon to return from reports to the dashboard. When you return to the dashboard, it inherits these elements:

  • Application context
  • Selected metric and objective
  • View mode and hierarchy state in the metrics table
  • Period settings and chart configuration in the Trend & Projection chart
  • Analyzed business objects in the Top & Bottom Analysis report, the zoom level and the Top 5 or Bottom 5 switch

Interaction between reports

Use tabs to jump between these reports:

  • Metrics Overview
  • Trend & Projection
  • Top & Bottom Analysis

When you navigate between reports, the system remembers these selections:

  • Application context.
  • Selected objective and metric.
  • The metric selected in the grid within the Metrics Overview report is automatically displayed in the Filters panel of the other two reports.
  • All filter selections made in the Metrics Overview report are moved to the Trend & Projection and the Top & Bottom Analysis reports.
  • The business object and its filtered element selected with the Analyze by function in one report are reflected in the others.
  • The Top & Bottom Analysis allows more complex business object selections and filtering. If you move from the Top & Bottom Analysis report to another, only the first business object from the data grid is remembered.
  • The zoom level is remembered in the contextual filter.
Note: The Trend & Projection and Top & Bottom Analysis reports enhance adjusting the scaling and decimal settings. These changes are not moved to other reports.

Default behavior of the C-Suite widgets

Widget name Behavior
Strategy & Objective

The first strategy is selected by default.

The objective with the worst performance under that strategy is selected as the first one.
Metrics Overview
  • The first metric is highlighted in the metrics table.
  • In most cases, the first metric is a KVI.
  • The metrics table starts expanding on level 2.
Trend & Projection
  • The metric selected in the metrics table is automatically used to populate the chart.
  • The Entities dimension is selected by default with the element set to All Entities.
  • The Rolling trend configuration is applied by default. Typically, it shows 9 past periods and 3 future periods, including the current period.
  • Actuals are always displayed.
  • Budget values are displayed only if selected in the Application Context.
  • Forecast values are displayed only if selected in the Application Context.
  • The Δ% Budget lollipop and waterfall charts are displayed, if applicable and if sufficient data is available.
  • The Summary Box and Sum columns are displayed only for non-ratio metrics.
  • The chart inherits the Reporting Period and Comparison Period from the global Application Context.
Top & Bottom Analysis
  • The top or bottom mode is inherited from the selected metric configuration and shows the top or bottom entities for the selected metric.
  • The reporting period and comparison period values are inherited from the global Application Context.