Executive Dashboard

The Executive Dashboard is available in the Reports module. Click the 9-dot icon, and then click Reports to access the module.

Click Executive Dashboard from the listed reports.

Select the applicable tab for your edition of Responsive.

• Executive Dashboard

  The Executive Dashboard displays details such as Project Stage, Project Type, Answer Library Usage, Total (Projects, Sections, Questions), Project Completion (Days), Top authors, Project Value, Project Stage Vs Average Days, Project Timeline, Top Business Units, Project Completion Report, Catalog Associated Report, Auto Respond Usage, and many more.

  On the Reports page, click Executive Dashboard.

  

  At the top, the Executive Dashboard shows the total number of projects, sections and questions your organization has, and how long it takes to complete projects.

  
  Project Timeline: Show when projects were started and completed in your organization. Hover over each bar to see more information. Click a bar for a list of the projects.
  

  Project Stage: Indicates the stages of the projects in your company, such as Opportunity, Draft, etc. Hover over each to display the percentage of that stage, and click it to see a list of the projects.

  

  Project Type: Indicates the type of the project, such as RFP or RFI. Hover over each project type will display the percentage of that project type. Click a type to see the projects with that type.

  
  Top Business Units: If you have Business Units set up for your organization, you can see the number of projects for your organization.
  
  Top Authors: Displays the authors with the most projects for your organization. Hover over the icon under each bar to see the name of the author.
  
  
  

  Answer Library & Past Project Usage: Counts where answers are provided from, including the AI Assistant. It counts total usage of Library contents in the project and not the unique count of each Q&A pair. When answer is applied from recommendation pane, and not edited, the count for Answer Library Used and Edited will be incremented even if its only a format change (example: Rich text to Plain text) and there aren't any content changes. 

  
  
  Auto Respond Usage: This reports indicates the count of total questions and the questions that are processed, identified, and auto-responded. Here, Total Questions indicate the count of all questions in the application. Questions Processed indicates the count of questions selected or filtered for auto-responding. Questions Identified indicates the questions for which matching answers where identified. Responded indicates the count of questions for which answers have been auto-applied from recommendations. 
  
  
  Project Value Report: Shows the value of projects  in your organization by stage.
  
  
  Project Stage Duration: Indicates how long your projects stay in the different stages.
  

  Project Completion Report: Displays the count of projects that have been completed on time and that have been delayed for completion.

  

  Catalog Associated Report: Indicates the count of projects associated with different catalogs. These projects will be either descriptive proposals or projects created from Salesforce using proposal builder.

  In addition to these default Executive Dashboard reports, you can create custom reports based on custom fields created for your project.    

  Filtering the Executive Dashboard

  You can filter to view only required information on the Executive Dashboard:

  1. Click Filter from the top navigation bar. 
  2. Enter the filter details, and then click Submit.

  The Executive Dashboard will be displayed as shown below with the filter criteria highlighted. If you want to save the filter, click the Save icon.
  
  
  

  You can access saved filters by clicking the Saved Filters icon . Click on the filter you want to apply to the dashboard.

   

  Customizing the Executive Dashboard

  To customize the data presented in a chart, click the chart to display details about it.

  

   

  Click the Custom Column icon to display a menu of additional columns you can add to the table. Click to add the associated column to the table and the icon to remove it.

  
  
  Click and drag the column headings to reorder them. 

  When you export the report, the file will include the columns you selected in the order you specified.

  Exporting the Executive Dashboard

  To export the dashboard, click the Export button at the top the page. Select Export to Excel or Export to PDF from the menu.

  The exported report will be downloaded to your computer.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Executive Dashboard

  The Executive Dashboard displays details such as Project Stage, Project Type, Answer Library Usage, Total (Projects, Sections, Questions), Project Completion (Days), Top authors, Project Value, Project Stage Vs Average Days, Project Timeline, Top Business Units, Project Completion Report, Catalog Associated Report, Auto Respond Usage, and many more.

  On the Reports page, click Executive Dashboard.

  

  At the top, the Executive Dashboard shows the total number of projects, sections and questions your organization has, and how long it takes to complete projects.

  
  Project Timeline: Show when projects were started and completed in your organization. Hover over each bar to see more information. Click a bar for a list of the projects.
  

  Project Stage: Indicates the stages of the projects in your company, such as Opportunity, Draft, etc. Hover over each to display the percentage of that stage, and click it to see a list of the projects.

  

  Project Type: Indicates the type of the project, such as RFP or RFI. Hover over each project type will display the percentage of that project type. Click a type to see the projects with that type.

  
  Top Business Units: If you have Business Units set up for your organization, you can see the number of projects for your organization.
  
  Top Authors: Displays the authors with the most projects for your organization. Hover over the icon under each bar to see the name of the author.
  
  
  

  Answer Library & Past Project Usage: Counts where answers are provided from, including the AI Assistant. It counts total usage of Library contents in the project and not the unique count of each Q&A pair. When answer is applied from recommendation pane, and not edited, the count for Answer Library Used and Edited will be incremented even if its only a format change (example: Rich text to Plain text) and there aren't any content changes. 

  
  
  Auto Respond Usage: This reports indicates the count of total questions and the questions that are processed, identified, and auto-responded. Here, Total Questions indicate the count of all questions in the application. Questions Processed indicates the count of questions selected or filtered for auto-responding. Questions Identified indicates the questions for which matching answers where identified. Responded indicates the count of questions for which answers have been auto-applied from recommendations. 
  
  
  Project Value Report: Shows the value of projects  in your organization by stage.
  
  
  Project Stage Duration: Indicates how long your projects stay in the different stages.
  

  Project Completion Report: Displays the count of projects that have been completed on time and that have been delayed for completion.

  

  Catalog Associated Report: Indicates the count of projects associated with different catalogs. These projects will be either descriptive proposals or projects created from Salesforce using proposal builder.

  In addition to these default Executive Dashboard reports, you can create custom reports based on custom fields created for your project.    

  Filtering the Executive Dashboard

  You can filter to view only required information on the Executive Dashboard:

  1. Click Filter from the top navigation bar. 
  2. Enter the filter details, and then click Submit.

  The Executive Dashboard will be displayed as shown below with the filter criteria highlighted. If you want to save the filter, click the Save icon.
  
  
  

  You can access saved filters by clicking the Saved Filters icon . Click on the filter you want to apply to the dashboard.

   

  Customizing the Executive Dashboard

  To customize the data presented in a chart, click the chart to display details about it.

  

   

  Click the Custom Column icon to display a menu of additional columns you can add to the table. Click to add the associated column to the table and the icon to remove it.

  
  
  Click and drag the column headings to reorder them. 

  When you export the report, the file will include the columns you selected in the order you specified.

  Exporting the Executive Dashboard

  To export the dashboard, click the Export button at the top the page. Select Export to Excel or Export to PDF from the menu.

  The exported report will be downloaded to your computer.