The envisage sidebar menu has 5 different views:
Let's explore the purpose of each.
The Dashboard has 2 purposes:
Provides a Quick Entry to update graph values.
By default, the Dashboard shows all graphs that are Assigned to you as Responsible Member.
The Graphs view is for evaluating stats across your entire department, division and organization. While the Dashboard view is best reserved for your own assigned stats, the Graphs view is for broader analysis of stats that may not be assigned to you.
For example, a Sales Manager would view their own sales stats in the Dashboard and analyze the entire sales team using the Graphs View.
The Graphs view provides the ability to:
View multiple graphs and quickly adjust the size (see Resize All feature)
Easily adjust the time frame
View Data Values (see View Data Table)
Quickly edit graph settings (see Edit Graph Settings from anywhere)
The Data Entry view can be used to:
Enter graph values for any graph
Bulk update multiple graphs
For more information on Data Entry see Method 2 and Method 3 in this article.
The Org Chart feature allows you create your company's organising chart.
Objectives and Key Results allows you to set and track clearly defined goals for your company creating coordination and alignment.
Dashboard - best used to view and update your assigned graphs.
Graphs - Great for detailed analysis of a graph.
Data Entry - Quick data entry across multiple graphs.
Org Chart - Update and view your company's Org Chart
Objectives - Create and track your company's targets and goals