Organization Dashboard
Once you've been assigned admin permissions in Ambition you will have access to the "Organization Dashboard".
How do I access the organizational dashboard?
What is the quick actions button?
How can I interact with the tabs on the organizational dashboard?
How is the scorecard on the organizational dashboard calculated?
Access Organizational Dashboard
1. Open the left navigation and select Dashboards > Organization.
Quick Actions
In the upper right corner of any page in Ambition, you'll find the Quick Actions button.
Clicking the Quick Actions button will reveal a modal which provides quick access to the action you may want to take in Ambition.
The options shown and features you have access to will be dependent on your organization's Ambition package.
Interact with Tabs on Organizational Dashboard
The tabs available will be dependent on your organization's Ambition package.
Dashboard Tabs:
Scorecard
A scorecard, the Activity and/or Objective tabs, on the Organizational Dashboard is a cumulative "super-score" of all the active scorecards in Ambition.
A scorecard on the Organizational Dashboard measures the weighted attainment of all metric targets. Similar to grade-school, these scores are measured on a 0-100+ scale.
A 0-100 scale in conjunction with the red - orange - yellow - green color progression gives you a quick, concise look into your organization's performance.
Why is the Organizational Dashboard Scorecard Blank?
If at any point in time you see a blank scorecard like the one below, whether it's the first time you log in or a year later, it's an indication that no scorecards are actively configured in Ambition.
Learn more about creating scorecards here.
Productivity
On the productivity quadrant, you can view each user based on correlation to their Activity and Objective Scores. The center is the median of each axis’ values, which designates the red & green areas of the graph.
Each point on the quadrant represents a user. When the point is clicked on you will be able to see: the user's name, Activity Score, Objective Score, and Productivity Ratio.
Learn how the quadrant can help power coaching conversations here.
Metrics
The "Metrics" tab allows you to view contribution towards all other metrics that are not a part of the organization scorecard.
Metrics that are a part of your Activity and/or Objective Score will be selected by default.
If no scorecards have been configured, the first 25 metrics will be selected.
Clicking the Displayed Metrics button allows for selecting or unselecting metrics.
Metric cards are able to be sorted alphabetically, by metric name, or by rank.
The values you are viewing will be representative of the time frame selected in the Time Frame drop down in the right corner. ex Today, This Week, Last Month, etc.
Trends are viewable by clicking the Trends button on each metric card. Here you can view User Daily Averages or Totals.
Clicking Leaderboard a metric card will navigate you into a leaderboard for the respective metric and time frame.
In addition to viewing data in the card view, you can view data in a time series or spreadsheet view as well.
Time Series offers a view into collective metric totals over time periods. Click the Time Series button to view a collective metric value week over week, month over month, etc for all users in your organization.
Metrics that are a part of your Activity and/or Objective Score will be selected by default.
If no scorecards has not been configured, the first 25 metrics will be selected.
Click the Displayed Metrics button to customize which metrics you wish to view time series data for.
Alter the time series by updating the Ending time frame and # of days, weeks, months, quarters, or years. If there is no data from a time series, the day, week, month, etc column will not display. Ex. If 6 months from "This Month" is selected, but users in your organization only have data for 3 months, only 3 month columns will display.
If you wish to set a goal, view individual records that are making up a metric total, or pivot to view individual contribution, hover over a specific cell in the Time Series. After hovering, an ellipses icon will appear through which you can set a Goal (if your package includes Goals), view raw records, or pivot the time series to view user contributions.
Spreadsheet offers a view into user by user metric totals over time periods. Click the Spreadsheet button to view metric totals by day, week, month, etc.
Metrics that are a part of an Activity and/or Objective Score will be selected by default.
If no scorecards has not been configured, the first 25 metrics will be selected.
Click the Displayed Metrics button to customize which metrics you wish to view spreadsheet data for.
Change the spreadsheet's time frame by selecting a time frame in the upper right corner.
Like time series, you can set a goal by hovering over a cell, clicking on the ellipses icon, and clicking Set Goal (if your package includes Goals).
Goals
The organizational dashboard will not show all goals for users and/or groups in Ambition, but instead will display foals where the "Organization" hierarchy level was selected as the goal's owner.
Learn more about creating goals here.
Competitions
The organizational dashboard will show current competitions that users (competition was created with Hierarchy Level = User) are participating in.
Learn more about accessing competitions here.
Accolades
Any accolades that have recently been achieved will be featured on the organizational dashboard.
Learn more about viewing and socially sharing accolades.
Organizational Dashboard Scorecard Calculation
Groups dashboards are perfect for seeing how specific teams, roles, locations, and other groups in Ambition are performing.
However, instead of having to view each individual user’s or group's dashboard, a look at the organizational dashboard can show collective progress.
Ambition compiles data from each user using weighted averages that take into account the varying scorecards, metrics, and targets to generate a collective organizational score.
Learn more about group scorecard calculations and view examples here.
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