If you want a dashboard quickly here are the essential steps:


1) Create measures, Benefits etc - Use maps, import from existing lists or simply create new records (Benefits Hub > New)


2) Add descriptions and display preferences to Manage Dashboard screens for the relevant Dashboard (Manage Dashboards screen)


3) Add relationships - Benefits must have related measures and benefits must contribute to a Goal (Benefits Hub > Details > Relationships)


4)Prepare Measures for tracking - Which Initiatives will impact which measures? Prepare for tracking allows each benefit must be related to the relevant Initiative. (Prepare for Tracking screen)


5) Add measures to dashboards - Specify the benefits and measures and groups of measures you want to see on a dashboard and the timeframe for previous and current data. (Manage Dashboards screen)


6) Track benefits progress - Update forecasts and actual tracking data to show live data during the selected periods on the dashboards (Manage Actuals screen)


7) See the dashboards and inform decision-makers (Published Dashboards)


Once these steps are complete you have the first pass data  dashboard for detailed steps for each dashboard see About Dashboard 1 or About Dashboard 2




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