Working with the Executive Dashboard

Overview

The Executive Dashboard displays details such as the project stage, project type, Answer Library usage, totals (for projects, sections and questions), how long it takes to complete projects, top authors, Project Value, project stage vs average days, the Project Completion report, the Catalog Associated report, Auto-Respond usage, and much more.

Select the applicable tab for your edition of Responsive.

• Accessing the Executive Dashboard

  The Executive Dashboard is available in the Reports module.

  1. Click the 9-dot menu and select Reports.
  2. Click Executive Dashboard on the Reports and Dashboards page.
     

  Viewing Executive Dashboard Content

  • Total: The total number of projects, sections and questions your organization has.
    
  • Project Completion (Days): 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 Project Participation: 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 and Past Project Usage: Counts where answers are provided from, including Responsive AI. It counts the total usage of library contents in the project, not the unique count of each Q&A pair. When an answer is applied from the Recommendation pane, and not edited, the count for Answer Library Used and Edited will be increased even if its only a format change (rich text to plain text, for example) 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.
    
    • 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: 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

  1. Click Filter on the top navigation bar. 
  2. Enter the filter details, then click Apply. The Executive Dashboard will display 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 and selecting the filter you want to apply to the dashboard.

  Customizing the Executive Dashboard

  1. Click the chart to display its details, then click the Custom Column icon to display a menu of additional columns you can add to the table.
     
  2. Click Add to add the associated column to the table or Remove to remove it.
  3. Click and drag the column headings to reorder them.
     Note: When you export the report, the file will include the columns you selected in the order you specified.

  Exporting the Executive Dashboard

  1. Click Export at the top the page.
  2. Select Export to Excel or Export as PDF from the menu. The 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.

  Accessing the Executive Dashboard

  The Executive Dashboard is available in the Reports module.

  1. Click the 9-dot menu and select Reports.
  2. Click Executive Dashboard on the Reports and Dashboards page.
     

  Viewing Executive Dashboard Content

  • Total: The total number of projects, sections and questions your organization has.
    
  • Project Completion (Days): 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 Project Participation: 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 and Past Project Usage: Counts where answers are provided from, including Responsive AI. It counts the total usage of library contents in the project, not the unique count of each Q&A pair. When an answer is applied from the Recommendation pane, and not edited, the count for Answer Library Used and Edited will be increased even if its only a format change (rich text to plain text, for example) 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.
    
    • 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: 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

  1. Click Filter on the top navigation bar. 
  2. Enter the filter details, then click Apply. The Executive Dashboard will display 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 and selecting the filter you want to apply to the dashboard.

  Customizing the Executive Dashboard

  1. Click the chart to display its details, then click the Custom Column icon to display a menu of additional columns you can add to the table.
     
  2. Click Add to add the associated column to the table or Remove to remove it.
  3. Click and drag the column headings to reorder them.
     Note: When you export the report, the file will include the columns you selected in the order you specified.

  Exporting the Executive Dashboard

  1. Click Export at the top the page.
  2. Select Export to Excel or Export as PDF from the menu. The report will be downloaded to your computer.