1. Text and image
Widget name:
Text and image
Description:
Add text and images to your dashboard
Configuration options:
- Text formatting (such as BOLD, italics, font size, bulleted lists, etc
- URL hyperlinks
- Images to resize according to widget width
2. Project indicators
Widget name:
Total actuals vs target, absolute values
Description:
Display multiple indicators from a project in a horizontal bar graph that shows the total actuals achieved to date against the targets
Configuration options:
- Select indicators to display (note that numeric and percentage indicators cannot be displayed in the same chart. After you select the first indicator the list will filter to only indicators of the same type)
- Don’t display target values, so only actuals are displayed in the chart
- Display indicator key underneath the chart so full indicator name can be easily read.
- Filter results by date range so only collected data with a collected date within the date range will be shown
Widget name:
Total actuals vs target, % achieved
Description:
Display multiple indicators from a project in a horizontal bar graph that shows the percentage achieved to date (compared to the target) for each indicator
Configuration options:
- Select indicators to display
- Display indicator key underneath the chart so full indicator name can be easily read.
- Filter results by date range so only collected data with a collected date within the date range will be shown
Widget name:
% achieved over time, cumulative
Description:
Display an indicator from a project in a line graph that shows the total percentage achieved over time vs the target
Configuration options:
- Select indicator to display
- Filter results by date range so only collected data with a collected date within the date range will be shown
Widget name:
Actuals over time, non-cumulative
Description:
Display information on one indicator from a project in a vertical bar chart that shows the actuals at each collection date
Configuration options:
- Select indicator to display
- Filter results by date range so only collected data with a collected date within the date range will be shown
Widget name:
Actuals over time, cumulative
Description:
Display information on one indicator from a project in a cumulative vertical bar chart that shows the total actuals achieved at each collection date
Configuration options:
- Select indicator to display
- Filter results by date range so only collected data with a collected date within the date range will be shown
Widget name:
Disaggregated results bar chart
Description:
Display information on multiple indicators from a project in either a stacked (numeric indicators) or a grouped (percentage indicators) horizontal bar chart that with the results split by a selected disaggregation type
Configuration options:
- Select indicators to display
- Select disaggregation type (note that you can only choose disaggregation types used on at least one of the indicator selected)
- Display indicator key underneath the chart so full indicator name can be easily read.
- Filter results by date range so only collected data with a collected date within the date range will be shown
Widget name:
Disaggregated results as a % of total actuals pie chart
Description:
Display information on one indicator from a project in a pie chart that shows the disaggregated results for the indicator as a percentage of the total actuals
Configuration options:
- Select indicator to display
- Select disaggregation type (note that you can only choose disaggregation types used on at least one of the indicator selected)
- Filter results by date range so only collected data with a collected date within the date range will be shown
3. Portfolio indicators
Widget name:
Total Actual vs Target, absolute values
Description:
Display multiple indicators from a portfolio in a stacked horizontal bar graph that shows the total actuals achieved to date against the target for each indicator
Configuration options:
- Select portfolio indicators to display (note that numeric and percentage indicators cannot be displayed in the same chart. After you select the first indicator the list will filter to only indicators of the same type)
- Display indicator key underneath the chart so full indicator name can be easily read.
- Choose whether to display target values so that these only appear in the chart if you need them to
Widget name:
Total Actual vs Target, % achieved
Description:
Display multiple indicators from a portfolio in a stacked horizontal bar graph that shows the percentage achieved to date (compared to the target) for each indicator
Configuration options:
- Select portfolio indicators to display
- Display indicator key underneath the chart so full indicator name can be easily read.
4. Budget Data
Widget name:
Budget vs Actuals by Project
Description:
Display total spend vs budget of selected projects in a horizontal bar graph
Configuration options:
- Select projects to display
- Choose to show values in hundreds, thousands, hundred thousands, or millions. This will determine the scale of the x-axis
- Display project key underneath the chart so the full project name can be easily read.
Widget name:
Budget vs Actuals by Activity/Task
Description:
Display budget data from multiple activities/tasks in a stacked horizontal bar graph that shows the total actuals spent to date against the overall allocated budget for each activity
Configuration options:
- Select activities of a project to display
- Choose to show values in hundreds, thousands, hundred thousands, or millions. This will determine the scale of the x-axis
- Display activity key underneath the chart so the full activity name can be easily read.
Widget Types and Indicator Formatting
| Chart | Can display numeric indicators | Can display % indicators | Can mix numeric and % indicators in one chart | Can select two or more indicators in one chart | Notes |
| Total Actual Vs Target, Absolute Values | ✔️ | ✔️ | ✔️ | ||
| Total Actual Vs Target, % Achieved | ✔️ | ✔️ | ✔️ | ✔️ | |
| % Over Time, Cumulative | ✔️ | ✔️ | ✔️ | ||
| Actuals Over Time, Non-cumulative | ✔️ | ✔️ | |||
| Actuals Over Time, Cumulative | ✔️ | ✔️ | |||
| Disaggregated Results Bar Chart | ✔️ | ✔️ | ✔️ | You cannot compare non-summable indicators in this chart such as rate values. | |
| Disaggregated Results as a % of Total Actuals Pie Chart | ✔️ | You can only select a numeric indicator with a total actuals formula of sum or last collection date for this chart type. |
