The Dashboard in Transformation360 serves as the central hub for users to manage their ideation work, strategic initiatives, and contributions. It provides quick access to key features, analytics, and reports, ensuring a seamless user experience. This guide will walk you through the essential components of the Dashboard and how to use it efficiently.
Accessing the Dashboard
Log into your Transformation360 account using your credentials.
Once logged in, you will be directed to the Dashboard homepage.
If you do not see the Dashboard, ensure you have the correct user role or contact an administrator.
Key Components of the Dashboard
1. Navigation Menu
The left-hand navigation menu provides access to different modules in Transformation360, including:
Home: View your personalized dashboard with recent activities and updates.
Ideation Work: Track ongoing projects, submissions, and status updates.
Contribution Sites: Manage idea submissions and engage with community feedback.
Strategic Initiatives: Monitor the progress of organization-wide innovation efforts.
Analytics & Reports: Generate insights from past contributions and current trends.
2. Widgets and Customization
The Dashboard is composed of various widgets that display relevant information:
My Tasks: A summary of assigned tasks and deadlines.
Recent Contributions: Displays the latest ideas submitted to campaigns.
Trending Ideas: Highlights the most popular or promising ideas.
Progress Reports: A visual overview of ongoing projects and their current status.
Notifications: Alerts related to system updates, new comments, or upcoming deadlines.
How to Customize Your Dashboard:
Click on the Edit Dashboard button (if available to your role).
Drag and drop widgets to rearrange them as per your preference.
Remove widgets that are not relevant to your workflow.
Save your changes to apply the new layout.
3. Filtering and Searching Data
Use the Search Bar at the top of the Dashboard to find specific campaigns, ideas, or users.
Apply filters based on date range, project status, or contributor role to refine search results.
Click on Advanced Search for more detailed filtering options.
4. Accessing Reports and Analytics
The Analytics & Reports section allows users to generate insights into their contributions and projects:
View graphical representations of submission trends, engagement levels, and progress tracking.
Export reports as PDFs or CSV files for external use.
Compare the performance of different campaigns over time.
5. Managing Notifications and Updates
The Notifications panel keeps users informed about important events:
New idea submissions in contribution sites.
Comments or feedback on your submitted ideas.
Changes in strategic initiative progress.
System announcements or new feature releases.
Common Issues and Troubleshooting
1. Dashboard Not Loading
Refresh the page or clear your browser’s cache.
Try logging out and back into your account.
Ensure your browser is updated and compatible with Transformation360.
2. Missing Features or Widgets
Check your user role and permissions (some widgets are role-specific).
Contact an administrator to enable missing features.
Customize your Dashboard layout to display the required widgets.
3. Data Not Updating
Ensure you have an active internet connection.
Click the Refresh Data button to load the latest information.
If issues persist, contact support for assistance.
Conclusion
The Transformation360 Dashboard is designed to provide a streamlined and efficient experience for managing innovation processes. By utilizing the various features, widgets, and reports available, users can stay organized, track their progress, and contribute effectively to their organization's innovation efforts. If you encounter any issues, refer to the troubleshooting steps or reach out to your administrator for further assistance.