How Use the Disc Planner Dashboard Effectively

Understand Dashboard Components:

The dashboard includes sections for team effort tracking, project progress, key performance indicators (KPIs), timelines, and milestones. Familiarize yourself with these components for better navigation.

Set Annual Goals:
Define your team’s yearly objectives and break them down into quarterly or monthly targets for easy tracking.

Assign Tasks & Resources:
Allocate specific tasks and resources to each team member or department based on the overall project plan.

Monitor Team Effort:

Track the allocation of time across different projects. Ensure that no team member is overburdened or underutilized.

Track Milestones & Deadlines:

Use the timeline feature to monitor project milestones and critical deadlines, keeping the team on track throughout the year.

Use Interactive Filters:

Apply filters to drill down into specific projects, team members, or time periods for detailed insights on progress and allocation.

Review Performance Indicators:

Check KPIs like task completion rates, resource utilization, and team productivity to assess how well your team is hitting targets.

Make Adjustments in Real-Time:

If you identify bottlenecks or resource gaps, use the real-time data to reassign tasks, adjust deadlines, or reallocate resources.

Evaluate and Adjust for Future Planning:
At the end of each period, review progress against goals, update plans for the next quarter/year, and adjust resource allocation based on team performance.