Strategy View

Goal Setting and Business Insights
In this video, we show you how to create a goal and challenge, and we introduce you to the business insight process. Watch Now
Thu, 30 May, 2024 at 4:00 PM
Using and modifying the strategy dashboard
n this video we review how to create, modify, and delete goals and challenges from the strategy dashboard. We also review the visual indicators for the dash...
Thu, 30 May, 2024 at 4:00 PM
Choosing and sending a Business Insight survey to a client
1. To access the Business Insights tools you need to navigate to [QBR Module] > Strategy > Business Insights and this will take you into the Business ...
Mon, 27 Feb, 2023 at 12:11 PM
Modifying a Business Insight Template
1. In the QBR Module navigate to Templates. Once there click on the Business Insights Template heading to filter the templates grouping the "True"...
Mon, 27 Feb, 2023 at 12:27 PM
Using Predefined Goals
To use the predefined goals, you will follow the same process as building a new goal or challenge in the Strategy Dashboard. 1. Click on the New Goal/Ch...
Wed, 27 Dec, 2023 at 1:26 AM