Reports & Dashboards

Pilotus provides dashboards and reporting tools to track progress and share updates with stakeholders.

The Plan Dashboard

When you open a plan, the Dashboard tab gives you a comprehensive overview through multiple cards:

Plan Progress

The overall plan progress is a weighted calculation:

Component	Weight	Source
Indicators (KPIs)	40%	Average indicator progress
Key Results (OKRs)	30%	Average key result progress
Actions	30%	Percentage of actions completed

Dashboard Cards

Progress

Plan Info Card — Displays the plan title, status, tags, responsible person, and auto-calculated date range based on all linked elements.

Plan Progress Card — Shows the weighted overall completion percentage with the formula breakdown.

Breakdown Cards (3):

• Indicators — Total count, number achieved, average progress
• Key Results — Total count, number achieved, average progress
• Actions — Total count, number completed, average progress

Health

Framework Completeness Card — Tracks whether foundational elements are defined:

• Mission defined or missing
• Vision defined or missing
• Values count
• Engagements count
• Executive Summary defined or missing

Plan Integrity Card — Detects structural gaps:

• Orientations without linked strategic issues
• Objectives without an orientation
• Actions without an objective
• Indicators without an objective

Structure

Plan Structure Card — Expandable hierarchical overview showing total counts at each level: orientations, objectives, key results, indicators, and actions.

Context & Documents Card — Summarizes context content: SWOT analysis entries count, documents count, and strategic issues count.

Team

Team Involvement Card — Shows total team members involved with a breakdown: members assigned to actions, responsible for key results, and indicator owners.

Stakeholder Groups Card — Lists linked committees and their associated key results.

Tip

Dashboard metrics update in real-time as you make changes to objectives, actions, key results, and indicators.

Exporting Data

Excel Export

Export your plan structure and data to Excel:

1. Open the plan
2. Click the “Export” button
3. The Excel file includes the full plan structure: orientations, objectives, key results, actions, and indicators with their statuses, progress, and responsible persons

Note

PDF export is coming soon. Currently, Excel is the primary export format for plan data.

Understanding Status Colors

Pilotus uses consistent colors for status:

Color	Meaning	Action Needed
Green	On track / Completed / Achieved	Keep going
Yellow	At risk / Needs attention	Review and adjust
Red	Not achieved / Overdue	Immediate attention
Gray	Not started / No data	Begin work
Blue	In progress	Monitor

Filtering Dashboard Data

Customize your view with filters:

• Date Range - Show data for specific periods
• Responsible - Filter by assignee
• Priority - Show only high-priority items
• Status - Focus on specific statuses
• Orientation - Group by strategic direction

Sharing Dashboards

Share plan progress with others:

1. Direct Access - Give users Reader permission to view dashboards
2. Excel Export - Export and share data files
3. Presentations - Use exported data in presentations

Indicators on the Dashboard

Indicators play a significant role in your plan’s health metrics:

• 40% weight in the overall plan progress calculation — the single largest contributor
• Each indicator’s progress is calculated as: (current value - baseline) / (final target - baseline)
• The Indicators Breakdown Card shows at-a-glance metrics
• The Plan Integrity Card flags indicators without linked objectives

For full details on creating and managing indicators, see Indicators.

Dashboard Best Practices

Regular Reviews

• Weekly - Check action progress and blockers
• Monthly - Review objective health and OKRs
• Quarterly - Comprehensive plan review and reporting

Stakeholder Reporting

For different audiences:

Audience	Focus	Frequency
Team	Actions, blockers, next steps	Weekly
Management	Objectives, OKRs, risks	Monthly
Board	Strategic progress, health	Quarterly

Acting on Insights

When dashboards show issues:

1. Red/Not Achieved Items - Investigate immediately, adjust plans or resources
2. At Risk Items - Create action plan, may need intervention
3. Overdue Actions - Reassign, reprioritize, or cancel if no longer relevant

Caution

Dashboards are only useful if data is kept up to date. Encourage team members to update action statuses and indicator values regularly.

Next Steps

• Indicators - Deep dive into quantitative tracking
• OKRs - Deep dive into key results
• Overview - Review the full plan structure
• Tips & Best Practices - Make the most of Pilotus