Explore GreatWork Smart Dashboard for management measures, reporting definitions, contextual reviews, and access. Plan views around useful decisions.
Make management views easier to interpret by agreeing what each measure means and which decision it supports. Explore Smart Dashboard with a representative business review to discuss summaries, reporting periods, and access. Bring a metric with a known exception so the walkthrough addresses how the team should investigate unusual results and return to the underlying records.
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Where Smart Dashboard fits
Start with the business question rather than a long list of indicators. Define each measure’s calculation, reporting boundary, owner, and expected update routine. Record the context needed to explain changes, including missing records or shifts in the work mix. Review the available configuration with sample data and discuss how users will examine supporting information. Confirm any external data sources or advanced analysis requirements, then agree an action owner for each issue raised during the management review.
Practical workflows to discuss
- Prepare a service-performance view using agreed completion and backlog definitions.
- Review an unusual result alongside the records that explain its context.
- Compare reporting needs across managers with different information-access responsibilities.
Plan your setup
- What decision is each proposed management measure intended to support?
- Who validates the calculation and reporting period for each indicator?
- Which source details should authorized reviewers examine when results change?
Explore Smart Dashboard
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: AI, Automation & Productivity · Business Intelligence & Planning.
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