Continual Improvements dashboard

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • The Continual Improvements dashboard enables an Improvement Process Coordinator or Manager to determine which process to start next, how many initiatives they have underway at a given time, and what the employee participation is.

    This dashboard is included in the Continual Improvements Management plugin.

    Figure 1. Continual Improvements dashboard, Overview tab
    The Overview tab of the Continual Improvements dahsboard, showing employee engagement, total initiatives, the open backlog, and a prioritized list of CIM record according to Spotlight
    Figure 2. Continual Improvements dashboard - Outcome Analysis tab
    The Outcome Analysis tab shows how many outcomes were achieved and KPIs completed in the preceding 6 months

    End users and roles

    End user Required role
    Improvement Process Coordinator: Needs to verify the status of their initiatives. sn_cim.improvement_coordinator
    Improvement Process Manager: Must be able to see the state of all improvement processes and assign employees where they are needed. sn_cim.improvement_manager

    Data visualizations

    The Continual Improvements dashboard includes the following visualizations:

    Report Title Type Description
    Employee Engagement ColumnSingle-score icon State is not Closed or Cancelled Trended by Created
    Total Initiatives Horizontal BarHorizontal bar icon State is not Closed or Cancelled Grouped by State
    Open Backlog Single ScoreSingle-score icon State is not Closed or Cancelled
    Unassigned Single ScoreSIngle-score icon CIM Coordinator is empty and State is n ot Closed or Cancelled
    Prioritized List Using Spotlight List List icon Name: Benefit High Query: benefit=high Weight: 50
    Name: Benefit Low Query: benefit=low Weight: 30
    Name: Benefit Medium Query: benefit=medium Weight: 40
    Name: Effort Estimate Extra Large Query: cim_estimate=4 Weight: 50
    Name: Effort Estimate Large Query: cim_estimate=3 Weight: 40
    Name: Effort Estimate Medium Query: cim_estimate=2 Weight: 30
    Name: Effort Estimate Small Query: cim_estimate=1 Weight: 20
    Name: Priority 1 Query: priority=1 Weight: 50
    Name: Priority 2 Query: priority=2 Weight: 40
    Name: Priority 3 Query: priority=3 Weight: 30
    Name: Priority 4 Query: priority=4 Weight: 20
    Name: Priority 5 Query: priority=5 Weight: 10