Dashboards 2.

0
Administrator’s Guide
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About this
Administrator’s Guide
This administrator’s guide provides an overview of the
concepts and terminology associated with the usage of
Dashboards 2.0 within the SuccessFactors® Analytics
tool.

Using this guide, you will be able to:

• Add Dashboards 2.0 to your SuccessFactors instance
• Configure Dashboards 2.0
• Grant users access to Dashboards 2.0 using Role-
Based Permissions
• Use Standard Dashboards
• Filter Dashboard data
Table of Contents

Table of Contents
Best Practice

What’s New! Refer to the Best Practice sections (for new admins), Pro (for returning admins) if you
are looking to customize your processes, or review New in the latest release.
Pro

About this Administrator’s Guide 3

Table of Contents 4
Dashboards 2.0 5
Introduction 6
What is Dashboard 2.0? 7
Recap 13
Administration 14
Introduction 15
Turning on Dashboard Permissions using RBP 17
Adding Dashboards from the Success Store 25
Configuring Dashboards 27
Tile-Based Dashboards 30
Constructing a Tile-Based Dashboard 39
YouCalc Dashboard Options 43
Recap 44
Appendix 45
Additional Resources 53

4
Dashboards 2.0
Dashboards 2.0 > Introduction

Dashboards 2.0 Introduction

SuccessFactors Dashboards put in-depth information about your

workforce at your fingertips, presenting it in a flexible, meaningful,
and intuitive way. Dashboards are one-page views that contain charts
and graphs, which give insight into the status and performance of
a particular group of people within the company. Dashboards can
show as many or as few charts as needed to help managers and
administrators evaluate what’s happening in the company from a
macro point of view.

With Dashboards 2.0, List View reports are displayed directly below
the Dashboard charts on the Dashboards tab, making it easier to
drill down to and analyze the data that make up the charts. The lists
feature scrolling, faster loading time, sorting, and quickcards.

Objectives:
• Review Dashboards 2.0 features
• Learn how to filter data displayed in Dashboards

6
Dashboards 2.0 > What is Dashboards 2.0?

Dashboards 2.0 What is Dashboards 2.0?

Dashboards 2.0 is an embedded analytics solution in the

SuccessFactors suite.

The technology behind it is an in memory analytics and calculation

engine pulling data from the AdHoc reporting framework. This allows
the dashboards to be fast, interactive and always have data that is
100% up to date (no delay).

The dashboards are built by SuccessFactors and partners and are

available as customized dashboards or as standard dashboards
available for all customers in the Success Store gallery.

Note: There might be customer-specific configuration that prohibits

the standard dashboard from working out of the box. We cannot
guarantee that all widgets in the standard dashboards work for your
configuration.

7
Dashboards 2.0 > What is Dashboards 2.0?

What is Dashboards 2.0?

Features of Dashboards 2.0 include:

1. Select to view available Dashboards.

2. Use Dashboard Settings & Filters to refine data.
3. Click in charts to filter and drill down to a list.
4. Download lists as CSV or Excel files.
5. Zoom into particular charts for more information.
6. Get extra insights in mouse over tooltip.

8
Dashboards 2.0 > What is Dashboards 2.0?

Dashboard Features

Dashboards are interactive, enabling managers to view summary information for their teams. When
a manager first accesses the Dashboards 2.0 tab, the data shown is based on their entire team. The
manager can then filter the data to view different sets of information, or drill down to a list view to get to
the detail behind the chart and take action.

To use Dashboards:
1. Go to Analytics > Dashboards 2.0.
2. Select a Dashboard to view from the Dashboard drop-down menu. The Dashboards displayed
depend on your company’s configuration and the user’s role. This list is subject to change as old
Dashboards are removed and new Dashboards are created.
3. Use Dashboard Settings to select the People, Datasets, and Filters to be used in the Dashboards.
4. Click Update to apply the Dashboard Settings and refresh the
data displayed in the Dashboards.
5. Dashboards are interactive. Click on a chart segment to view
the underlying data in a List View report, which displays the total
number of records from the chart directly below it.
6. Click the links in the list report to take these actions:
◦◦ Click CSV or Excel to export the report data.
◦◦ Click Email to send notifications to the report subjects.
◦◦ Click links to view information about the subject, document, etc.

9
Dashboards 2.0 > What is Dashboards 2.0?

Dashboard Settings

Dashboard Settings are used to limit Dashboard results by People, Datasets, and organizational Filters
such as Department, Division, and Location. Filtering the analysis enables users to narrow and pinpoint
the data within their line of sight to spot trends and exceptions.

Note: Line of sight describes the scope of user data a user is able to view. It depends on his/her
relationship to other users as defined in the User Data File (e.g., manager/employee) and permissions
to see data outside of his/her current line of sight (i.e., Target Population).

Filter Description
People Report Type is used to select the starting relationship such as a Team view
or Matrix view. Starting From allows a user to view the team of a specific
manager within their line of sight. Levels allows you to further define the
scope of the people in the results.
Datasets Select the data to report on. The datasets available for selection are active
forms for the given dashboards process. For example, the Performance
Dashboard datasets display all active Performance Forms.
Filters Select specific divisions, departments, and locations to narrow the number
of results returned in the Dashboard.
User Prompted Filters Depending on the Dashboard selected, additional filters may be available.
Click the arrow to view and use these filters.

10
Dashboards 2.0 > What is Dashboards 2.0?

Common Issues when Viewing Dashboards

At times charts on Dashboards may display no data or unexpected results. Review the list of common
issues and resolutions for each.

Issue Resolution
Charts display no • User does not have permission to view data for the selected filter options,
data such as for a division, department, or location outside of his/her own. Review
the selected filters.
• If no data is present for the form template selected, select another form
template.
• If a form end date under User Prompted Filters is selected that contains no
data for the time period defined, select a new end date.
Charts display • Review the filters applied.
incomplete data • Review the dates selected. The time period may be too restrictive.

11
Dashboards 2.0 > What is Dashboards 2.0?

Dashboards Quick Links

Use the QuickLink tile on the Home page to link to Reports or Dashboards.
Go to the QuickLink tile and click Edit; a new pop-up window displays. Scroll
to the Analytics section and click the checkbox(es) to select the reports or
dashboards to be displayed on the QuickLinks tile and click the Save button.

Note: Users can now view and change filters. Filter settings are user-specific
so they remain the same next time the user logs in.

12
Dashboards 2.0 > Recap

Recap
• Review Dashboards 2.0 features
• Learn how to filter data displayed in Dashboards

Additional Resources:
There are a number of additional resources that
can provide more information including:
• Online courses
• Video simulations
• Quick Reference Guides
• Job Aids

13
Administration
Administration > Introduction

Administration Introduction

As an administrator, you are responsible for setting up and granting

users’ permission to access Dashboards within SuccessFactors.

Objectives:
• Grant users access to Dashboards using Role Based Permissions
(RBP)
• Add Dashboards to the system
• Configure Dashboards
• Add tiles to the Home page

15
Administration > Introduction

Manage Dashboards

All Dashboard 2.0 Admin Tools now can be found in a single tool called Manage Dashboards. Here,
you can:

• Manage Standard Dashboards and Youcalc Files

• Manage Tile-Based Dashboards
• Manage Dashboard Filters

Note: If you have bookmarked the tool Manage Youcalc Dashboards in your admin favorites, this
bookmark will take you to the new consolidated landing page. Bookmarks of other dashboard admin
tools will be deleted.

16
Administration > Turning on Dashboard Permissions using RBP

Administration Turning on Dashboard Permissions using RBP

When using Role-Based Permissions (RBP) granting users

permission to access Dashboards is a simple, three-step process:

1. Create groups (Optional)

2. Create a permission role
3. Grant the role to a user or group

Before starting, you should determine who should be granted

Dashboard permissions, what specific permissions they should be
granted, and the target population that the permissioned users can
act upon.

Note: If the new Dashboards 2.0 Framework is not enabled for your
company, contact Customer Success.

17
Administration > Turning on Dashboard Permissions using RBP

Types of Groups

Permission Group
Users who have access to Dashboards (e.g., managers). This group is only required if the individuals
who should be able to access Dashboards do not meet one of the standard groups found in the
Permission Role setup.

Target User Group

Users whose data the Permission Group can view in the Dashboards (e.g., employees in the manager’s
hierarchy). This special group is only required if the individuals whose data is to be displayed do not
meet one of the standard Target Populations found in the Permission Role setup.

18
Administration > Turning on Dashboard Permissions using RBP

Create Groups

The first step of the process is to create groups of users who

should have access to Dashboards, for example managers. You may also want to create groups of
users whose data will be able to be viewed in the Dashboards, for example a specific set of users.

To create a Permission Group:

1. Go to Admin Tools > Set User Permissions > Manage Permission Groups.
2. Click Create New.
3. The Permission Group window opens. Enter the Group Name and use the People Pool drop-down
menus to define who should be included in the group.
4. Click Update to view how many people will be included in the group.
5. Click Done to add the group to the system.
Repeat this process to create a Target User Group.

Note: Once you have created your Permission Group and Target User Group, you need to create a
Permission Role to assign permission to access Dashboards.

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Administration > Turning on Dashboard Permissions using RBP

Create Permission Role

To create a Permission Role:

1. Go to Admin Tools > Set User Permissions > Manage Permission Roles.
2. Click Create New to create a Permission Role to which you will assign Dashboard permissions.
3. Enter the Role Name and Description.
4. Under Permission Settings, click Permission.
5. Permissions are grouped by Users and Administrators on the left side of the page.
◦◦ Under User Permissions, click the Reports Permission link to grant managers access to
Dashboards. Or,
◦◦ Under Administrator Permissions, click the Manage Dashboards / Reports link to grant
administrators permission to configure Dashboards 2.0.

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Administration > Turning on Dashboard Permissions using RBP

User Permissions: Reports Permission

When Reports Permission is clicked, individual report permissions are listed on the left side of the
page.

1. Click the YouCalc Dashboards check box to allow the role to run all or certain Dashboards 2.0.
◦◦ Select All to allow the role to run all Dashboards. Or,
◦◦ Select Others and pick specific Dashboards for the role to run.
2. Click Done.

21
Administration > Turning on Dashboard Permissions using RBP

Administrator Permissions: Manage Dashboards / Reports

When the Manage Dashboards / Reports link is clicked, administrator Dashboard permissions are
listed on the right side of the page.

1. Click the YouCalc Dashboards check box to allow administrators to configure Dashboards 2.0.
2. Click Done.

Note: This permission needs to be enabled to have access to Tile-Base Dashboards.

22
Administration > Turning on Dashboard Permissions using RBP

Grant Permission Roles to a Group

After creating Permission Roles you need to assign them to your Granted User Group.

1. Click Add on the Permission Role Detail page.

2. In the Grant this role to section, select Permission Group from the drop-down menu and click
Select to choose the Granted User Group to whom you want to grant Dashboard permissions.
◦◦ Click the checkbox to allow all managers to have the same level of access.
◦◦ Use the drop-down menu to specify which manager level will receive the same level of access
(Direct Manager, Managers of Direct Manager, All Levels of Managers).
3. In the Target population section, select the Target User Group whose data the Granted User Group
will be able to see in the Dashboards.
◦◦ A target population is a group of users to which the granted users have access. Assign access to
the Granted User’s Department, Division, Location.
4. Specify the target population using the radio buttons.
5. Click Done.

23
Administration > Turning on Dashboard Permissions using RBP

Review Permission Role Details

The Permission Role Detail page will now display the Permission Role, Permission Groups or Users,
and Target Population. This information can be edited at any point by returning to the Grant Permissions
Role page within Administration Tools.

After adding the role, be sure to:

1. Review the name and description.
2. Review selected permissions in the Permission not requiring target, Permission requiring target,
Permission requiring MDF object target fields. Select Permission... to edit selected permissions.
3. Review the permission groups or users. You are able to add, remove, activate and make selected
candidates inactive.

24
Administration > Adding Dashboards from the Success Store

Administration Adding Dashboards from the SuccessStore

To add Dashboards to your SuccessFactors instance, you can, in

most cases, download the latest Dashboards from SuccessStore.
Click on Reporting within Administration Tools and click the
Manage YouCalc Dashboards link.

Standard Dashboards include:

• Competency Dashboard
• Objective Dashboard
• Performance Dashboard
• Performance and Competencies Dashboard
• Succession Dashboard

You can also download report tiles for your Home page, including:
• Form Status Tile
• Goal Status Tile

The Dashboards and Home page tiles are built on the same
technology: the YouCalc calculation engine. This is an in-memory
analytics and calculation engine pulling data from the Ad Hoc
reporting framework.

25
Administration > Adding Dashboards from the Success Store

Select Dashboards from Success Store

To select a preconfigured Dashboard from Success Store:

1. Click the Add From Success Store button.

2. The Standard Dashboards page opens, displaying Standard Dashboards and tiles available for
download along with short descriptions for each.
3. Preview the reports by clicking the Dashboard and tile name links.
4. Click Add to Instance to add a Dashboard or tile to your SuccessFactors system.

26
Administration > Configuring Dashboards

Administration Configuring Dashboards

After Dashboards and tiles have been added to your SuccessFactors

system, you can manage them on the Manage YouCalc
Dashboards page within Administration Tools. Select an action
from the Take Action drop-down menu to disable, edit, download, or
delete an existing Dashboard or tile.

27
Administration > Configuring Dashboards

Edit Dashboards and Tiles

When you select Edit from the Action drop-down menu the Edit Dashboard page opens. Click the tabs
to view and edit Dashboard and tile information.

• Edit the Dashboard name and description.

• Change the language displayed in the Dashboard.
• Upload a new Dashboard by clicking Upload Model.

28
Administration > Configuring Dashboards

Add Tiles to Home Page

Tiles can be added to the Home page by clicking the Availability tab and checking the Homepage
check box. Form Status and Goal Status tiles are available from the
Success Store.

Form Status Tile

• Shows performance forms by route map step name.
• Managers can use the tile during the performance review cycle to
track form completion. New tiles can be setup for each cycle and
named accordingly.
• AdHoc Domain: Performance Management
• Report Name: TileReport Form Status

Goal Status Tile

• Shows the number of objectives by status and category.
• Managers can use the tile throughout the year to keep track of
goal completion.
• AdHoc Domain: Goal Management
• Report Name: Tile Report Goal Status

29
Administration > Tile-Based Dashboards

Administration Tile-Based Dashboards

The Tile-Based Dashboard Framework allows administrators to:

• Build new analytics tiles via a simple click-through wizard.
• Combine tiles into dashboards.
• Push tiles to homepage and mobile devices.

30
Administration > Tile-Based Dashboards

Build New Tile

Click Manage Standard Dashboard and Youcalc Files to build a tile and then click Build Tile to start
tile builder.

You can click the name of an existing tile to edit an existing tile. If the tile was originally built using the
online tile builder, this will open the tile in the tile builder.

TIP: You can also add standard tiles by clicking Add from SuccessStore.

Select a domain
• The domains are the same as you will find in AdHocReport Builder. The domain name is typically the
same as the product name, but some products might have more than one domain available (to query
different parts of the application). Click Create and you will be brought to General Info.

31
Administration > Tile-Based Dashboards

General Info

Within General Info, you can:

1. Give the tile a Name (for example, “Goal Status”). A Description is optional and is only visible to the
admin.

TIP: You can give the tile different name in each language by clicking Add Language.

32
Administration > Tile-Based Dashboards

People and Datasets

Within People and Datasets you can:

1. Select Report Type, Starting From and Levels. Typically “Team View” for “Logged in User” is used
for tiles shared with managers.
2. Click Edit to apply filters for Division, Department and Location. Click Done.
3. Click Edit to select which datasets (form templates) should be used in the data query.
4. Click Next.

TIP: These settings are the default filters that will be applied to the tile until the user choose to change
them. Once the user has changed the filter settings these user-saved filters will apply.

33
Administration > Tile-Based Dashboards

Chart Data

Within Chart Data, you can:

1. Select Chart Type

This is seen to the panel to the right.

2. Select Category
Category is the column you wish to group by –for example “status”.

3. Select Metric
Metric is the value that should be calculated –for example goal_id (count) or performance rating
(average).

4. Select Calculation Type

Calculation Type is the function you want to apply. For most tiles you want a “Count” function.

5. Click Next.

34
Administration > Tile-Based Dashboards

Filters

Within Filters, you can:

• Refine Criteria
You can further refine the report scope with additional filtering with additional filtering within people
groups.

• Clear All Filters

• Add a Filter Group

Select User Prompted to give end users editing control over tile based filter options.

• Click Next

35
Administration > Tile-Based Dashboards

Drill Down

Within Drill Down, you can:

1. Select columns for drill down list by clicking Add Columns. The drill down list will be shown when
clicking/tabbing in the charts, and will be filtered according to what was clicked. Click Next.

TIP: Some columns might result in the drill down list containing more entries than the chart. For
example, if you include milestones for a goal in the list, then there will be a new line for each milestone.
If a goal has 4 milestones, that goal will be in the list 4 times.

36
Administration > Tile-Based Dashboards

Preview

Preview allows you to test the tile before you complete it.

TIP: You can change chart colors in theme manager (Admin Tools > Theme Manager).
You cannot change any other settings for the chart. It will automatically adapt to the context where it is
shown. See more in the separate section about how users see a tile.

37
Administration > Tile-Based Dashboards

Availability

You may choose to make a tile available for the homepage and/or ipad. (This is optional.) Or, leave both
checkboxes blank and just use the tile in a dashboard.

• Make the tile active if you feel it is ready to share.

TIP: Don’t push all tiles to homepage and ipad. Instead just leave both checkboxes blank and use the
tiles in dashboards which you then share with users (see later sections in this guide).

REMEMBER: A tile will not be shown anywhere if it is not active. Once a tile is made active it will be
visible to all users who have access to see “all youcalcdashboards” (other users needs to get access
assigned first).

38
Administration > Constructing a Tile-Based Dashboard

Administration Constructing a Tile-Based Dashboard

Click Manage Tile-Based Dashboards to combine your tiles into a

dashboard.

Click Create New Dashboard to make a new dashboard. (Click

the name of a dashboard in the list if you want to edit an existing
dashboard).

39
Administration > Constructing a Tile-Based Dashboard

Add Tile

To create a Tile-Based Dashboard:

1. Click Add Tile to add tiles to your dashboard.

TIP: You cannot build or edit tiles in this tool –just combine existing tiles into dashboards. If you want to
build or edit tiles, then please use online tile builder.

2. Select the tiles you want in your dashboard.

TIP: You can combine tiles from all products except recruiting tiles –they can only be combined with
other recruiting tiles.

3. Give your dashboard a name and save it.

TIP: You can give the tile different name in each language by clicking “add language”. Also, you can
change the order of tiles by dragging them up/down.

40
Administration > Constructing a Tile-Based Dashboard

Sharing Tile

• Click Manage Tile-Based Dahsboards to see the list of tole-based dashboards.

• Click the icon with users to share the dashboard.

TIP: Sharing is different from permissions.

You can share a dashboard which give the tile different name in each language by clicking Add
Language. Also, you can change the order of tiles by dragging them up/down.

TIP: If you use Dynamic Goups functionality the users will be automatically added/removed if they
change role. For example, if you share a dashboard with “Managers”, then if a users becomes
manager they will automatically have access to the dashboard.

About Permissions & Sharing:

• A user can have access to a tile-based dashboard, but not have privilege to see all the tiles in the
dashboard.
• Each tile has a permission. The permission is set in Manage Permission Roles (if using RBP) under
reporting permissions. You will find the tiles in the list of youcalcmodels.
• This permission decides if a user has access to see a specific tile. If the user has access to see a
tile the user will see it everywhere it has been enabled (homepage, ipad, dashboards, etc.). So it is
perfectly possible to share a dashboard with users but include tiles that they do not have permission
to.

41
Administration > Constructing a Tile-Based Dashboard

How Users See a Tile

Once a tile-based dashboard has been shared

with a user they will see it in the Dashboards
2.0 page. You will find the dashboard in the list
of available dashboards together with excising
standard and custom dashboards installed in the
instance.

Homepage Tiles:
• If a tile has been enabled for the home page,
users will see the tile appearing on the home
page.
• User can click tile to see drill down list.

TIP: Tiles automatically hide labels if there is

no room for them in the tile. Tiles will show up
to 10 x-axis labels. If a chart has more than 10
categories in the chart the labels will be hidden
(only available via tool tip).

• Drill down view contains the same chart (in a

larger version) and a list with details.

TIP: The chart in the drill down view will show

all labels.Chart will set zoom level to show 15
columns by default. User can zoom in/out using
the master-details chart (drag’n’dropmouse in
the small chart below the main chart).

• User can click filter button to change the default

filters.

TIP: User filters apply to this tile in both

homepage and ipad.

42
Administration > YouCalc Dashboard Options

Administration YouCalc Dashboard Options

Use YouCalc Dashboard Options to select which filters should be

available to users of the YouCalc Dashboards. You can also setup the
grouping of data sets (processes).

Click on Reporting within Administration Tools and click the

YouCalc Dashboard Options link.

1. Select how data sets should appear.

2. Click the Configure link to create groups of data sets.
3. Click the check boxes to select People and Recruiting Filters.
4. Select the Level Restrictions, if any.
5. Click Save to apply the changes.

43
Administration > Recap

Recap
• Review how to grant users access to Dashboards using Role Based Permissions (RBP)
• Learn how to add Dashboards to the system
• Learn how to configure Dashboards
• Learn how to add tiles to the Home page

Additional Resources:
There are a number of additional resources that
can provide more information including:
• Online courses
• Video simulations
• Quick Reference Guides
• Job Aids

44
Appendix
Appendix

Standard Dashboards: Performance and Competencies

The Performance and Competencies Dashboard contains the following charts:

1. Most Common Competencies shows the average performance rating for competencies. Use the
drop-down menu to select the most common, strongest, or weakest competencies to display in the
chart.
2. Form Status Workflow shows the number of forms distributed by the status. Use the Workflow drop-
down menu to select the process on which to report in the chart.
3. Performance Rating Distribution shows the number of forms by the performance rating selected
from the Rating Scale drop-down menu (e.g., potential, performance, or 5-point scale).
4. Forms Overdue shows the distribution of the number of forms that are overdue, not due yet, or
without a due date.

46
Appendix

Standard Dashboards: Competency Dashboard

The Competency Dashboard contains the following charts:

1. Most Common Competencies (Employees Above or Below Expected Rating) shows the number
of employees distributed by the competency category and colored to show if they are above, at level,
or below the expected rating.
2. Use the Most Common Competencies drop-down menus to select the most common, strongest, or
weakest competencies, or the biggest competency gaps to display in the chart.
3. Most Common Competencies (Number of Employees by Competency Rating) shows the
distribution of the number of employees by rating and competency category.
4. Average Overall Competency Rating shows the average competency rating plotted on any of the
rating scales that have been used in one or more of the forms included in the portlet.
5. Most Common Competencies (Competency Gaps) shows the average gap distributed by
competency category.
6. Overall Competency Rating Distribution shows the number of employees by overall competency
rating.
7. Most Common Competencies (Average Rating & Expected Rating) shows the average and
expected rating distributed by competency rating.

47
Appendix

Standard Dashboards: Performance Dashboard

The Performance Dashboard contains the following charts:

1. Form Status Workflow shows the number of forms distributed by the status. Use the Workflow drop-
down menu to select the process on which to report in the chart.
2. Forms Overdue shows the distribution of the number of forms that are completed, not yet due,
overdue, and have no due date.
3. Performance / Potential Matrix plots the number of employees in a 9-box matrix based on their
performance and potential ratings. Use the drop-down menu to select the rating scale to use in the
chart.
4. Performance Rating Distribution shows the number of forms by the performance rating. Use the
drop-down menu to select the ratings to use in the chart.
5. Potential Rating Distribution shows the number of forms distributed by the potential rating.

48
Appendix

Standard Dashboards: Compensation

The Compensation Dashboard contains the following charts:

1. Target vs Actual Bonus by Department

2. Total Compensation Year-Over-Year Trending
3. Discretionary Merit Allocation for Current Quarter
4. Compensation Relative to Range Penetration for Team
5. Compensation vs Performance Rating
6. Team’s Total Compensation
7. Compensation Actual vs Budget
8. Total Compensation by Type
9. Average Compensation to Potential

49
Appendix

Standard Dashboards: Compensation Modeling

The Compensation Modeling Dashboard contains the following charts:

1. Employee Distribution by Performance Rating

2. Employee Distribution by Range Penetration

50
Appendix

Standard Dashboards: Objective Dashboard

The Objective Dashboard contains the following charts:

1. Objective Status shows a count of the objectives by category, colored by the status of the objectives.
2. Objectives by Completion shows a distribution of objectives’ completion status.
3. Objective Distribution shows a distribution of employees by the number of objectives setup for the
employees. It answers questions like “How many employees have four objectives setup?”
4. Objectives by Visibility shows the split between public and private objectives.
5. Aligned Objectives shows how many of the objectives are aligned vs. unaligned.
6. Objective Due Range shows the distribution of objectives by how far the due date is (or if it is
overdue).

51
Appendix

Standard Dashboards: Succession Dashboard

The Succession Dashboard contains the following charts:

1. Most Nominated Successor

2. Position/Incumbent Filters
3. Positions
4. Successors by Role
5. Number of Employees
6. Time in Succession Plans
7. Succession Readiness

52
Additional Resources
There are a number of additional resources that can
provide more information about SuccessFactors,
including:

• SuccessFactors An SAP Company website: http://

www.successfactors.com
• Online system help
• Task-specific job aids
• SuccessFactors An SAP Company monthly
newsletter
• SuccessFactors Customer Community: http://
community.successfactors.com/

For information about courses and registration, contact

Success Academy at: [email protected]