Opening Business Initiatives Metrics

You can choose one of three views when you open Business Initiatives Metrics or add it to a dashboard.

  1. From the Compass, select Social and Collaborative Apps .
  2. Click one of these roles:

    • Collaborative Business Innovator
    • Collaborative Industry Innovator
    • Services Product Manager
    • Services Product Developer
    • Services Product Contributor

  3. To open the widget, click Business Initiatives Metrics.

    To add the widget to a dashboard, pin or drag Business Initiatives Metrics to a dashboard tab.

  4. Choose the view you want, then click Save.

    View Name Description For More Information
    Business Documents Shows a bubble chart of projected revenues vs. investments on a timeline Business Initiatives Metrics – Business Documents
    Projects States Shows pie charts of Business Initiative Project states Business Initiatives Metrics – Projects State
    Projects List shows a table of Business Initiative Projects Business Initiatives Metrics – Projects List

    The widget title bar shows Business Initiative Metrics followed by the view name. You can use the Preferences to change the view name as required. For more information, see Setting Preferences.

    You cannot change the view after you click Save, but you can easily add Business Initiatives Metrics as another widget to the same or different tab or dashboard with another configuration.

You can add any combination of widgets to a dashboard tab, from any combination of apps.