The Value Dashboard, under Dashboards > Value on an initiative's side menu, shows the value the initiative is delivering — its benefits, its costs, or both — over time, for it and every initiative beneath it. A chart shows the totals by period, and a table or ledger breaks them down by initiative.
This article covers both the Advanced and Simple Models. The dashboard is available where it's enabled for the initiative's classification, or the program or project type — see Standard Dashboards. Depending on your instance, benefits may be called impacts, including in the dashboard's labels.
How the tabs work
Benefits measured in different units can't be added together, so the dashboard splits them into tabs by unit. Which tabs appear depends on the benefit classifications in use:
- Financial — always the first tab. It combines every benefit whose classification uses a financial unit, such as a currency, so savings and revenue from different classifications are added together in one total.
- One tab for each non-financial benefit classification — named after the classification, such as Customer Satisfaction, and shown in that classification's own unit, such as a number or a percentage. Each is kept separate, as their units can't be combined.
The tab also decides which resolutions can be chosen. A non-financial tab offers its classification's reporting periods. The Financial tab offers only the periods every financial classification can be broken down by — for example, where one financial classification is reported quarterly, the tab can't be shown by month.
Where a classification averages its values, rather than adding them up, its tab's table shows averages, such as Average Benefit Plan, in place of totals.
Which benefits are included depends on each classification's Include on Standard Dashboards setting, and its unit — see Configuring Benefit Classifications (Advanced Model).
What the dashboard shows
The dashboard has a chart at the top, and a table or ledger below it. All three follow the dashboard's filters — see Filtering the dashboard — and all are read-only. Where the Amplify Index is turned on, the initiative's score is shown in the page's header, as on its other pages — see Amplify Index.
The chart
The chart shows the tab's values for each period, for the series chosen, such as the plan, forecast, actuals, and baseline. Each series can be drawn as columns or a line.
The table
The table is shown first. It lists the initiative and those beneath it as a tree, one row each, with their totals over the dates chosen. Use the search box to find an initiative.
Choose which columns are shown from the Columns panel. At first, only the initiative's name, ROI (Current Selection), its total benefit plan, and, on the Financial tab, its total cost budget are shown. The other columns are grouped:
- The initiative — ID and Description.
- Benefit — the total plan, forecast, actuals, and baseline plan, such as Total Benefit Plan; the differences between them, such as the actuals less the plan; and the net values — the benefits less the costs — such as Net Plan (Benefit Plan - Budget Cost).
- Cost — the total budget, forecast, actuals, and baseline budget, such as Total Cost Budget, and the budget less the actuals, or less the forecast. On the Financial tab only.
Differences and net values are shown in green where they're positive, and red where they're negative. Where the classification hides forecasts, the forecast columns aren't offered.
The ROI (Current Selection) column is worked out from the benefit plan and cost budget shown, so it changes with the filters.
Export the table to Excel, with the columns shown.
The ledger
The ledger breaks the values down by period. Switch to it, and back, with the ledger and table buttons on the toolbar. Each initiative has a row for each series — for benefits, its baseline, plan, forecast, and actuals; for costs, its budget, forecast, and actuals — with its ID, Name, and Description pinned on the left. Expand an initiative from its first row to see the initiatives beneath it.
- Periods — a column for each period in the dates and resolution chosen. Months and quarters are grouped under their financial year, with a total for each, such as FY2026 Total.
- Type and Ledger — filter these columns to show only benefits or costs, or only some series, such as the plan and actuals.
- Export — export the ledger to Excel, with values formatted in the tab's unit.
The ledger may not be available in every instance. For how ledgers work, see Ledger View.
Annual reporting
An initiative classification's Reporting setting can be Lifetime, totaling values across an initiative's whole life, or Annual, focusing on one Reporting Year. See Configuring Initiative Classifications (Advanced Model).
An initiative uses the reporting year of the nearest level that reports annually — its own classification, or the one above it. So where a program reports annually for FY2026, every initiative beneath it uses FY2026 too, unless a level in between sets its own.
On the Value Dashboard, the reporting year only changes the benefit totals, and only when Cost / Benefit is Net Benefit and Presentation is Non-Cumulative. The totals then cover the reporting year alone — for example, a benefit's Total Benefit Plan is its plan for FY2026, rather than for its whole life. The filters still apply on top.
Costs are always totaled across the dates shown, whatever the reporting year. So ROI (Current Selection) compares the benefit plan for the reporting year with the cost budget for every year shown.
Filtering the dashboard
By default, the dashboard shows every benefit on the tab, at every stage, across the initiative's whole span. To change what's shown:
- Click Filters. The filter options open.
- Choose the options, described below.
- Click Apply. The chart, table, and ledger update.
Click Clear Filters to go back to the defaults.
What's charted
- Cost / Benefit — chart the benefits (Net Benefit), the costs (Cost), or both side by side (Both). This also decides which filters are offered below: Benefit Classifications for benefits, and Cost Categories for costs.
- Series — which values to draw: the plan or budget, forecast, actuals, and baseline. Under Display graph type, draw each as a Column or a Line — for example, the plan as columns, with the forecast as a line over them.
- Presentation — Non-Cumulative shows each period's own value, to see how much is delivered when. Cumulative adds each period to the ones before, to see the running total build up.
Over what time
- From and To — the first and last periods shown.
- Resolution — break the values down By Month, By Quarter, or By Financial Year, as far as the tab allows — see How the tabs work.
Which items are included
Which of these filters appear depends on Cost / Benefit, and on the tab:
- Reporting Groups — filter by your own custom fields. Each select box or radio group custom field with Show on Dashboards turned on is listed with its options; choose options to include only the items with those values, such as only benefits in one business unit. Which fields are listed depends on Cost / Benefit: fields on benefits for Net Benefit; fields on initiatives and cost categories for Cost; and all of them for Both. See Custom Fields (Advanced Model).
- Process Stages — only initiatives at the stages chosen.
- Benefit Classifications — only benefits of the classifications chosen. Shown for Net Benefit or Both, on the Financial tab; a non-financial tab already shows a single classification.
- Cost Categories — only costs in the categories chosen, grouped by cost group. Shown for Cost or Both.
Each filter lists only the options used in this initiative's hierarchy. Turn on its Show All Filters toggle to see every option.
Saving a view
A view saves the dashboard as you've set it up: its filters, whether the table or ledger is shown, and the layout of each, including the columns shown. To save a view:
- Set up the dashboard.
- Click Save. The save window opens.
- Enter a Name, and click Save. The view appears in the selector at the top left.
Choose a saved view from the selector. Click Set this as your Personal Default View to open the dashboard on it. To delete a view, choose Delete view from the Save menu.
Views you save here are private to you. A Value Dashboard view can't be shared from the dashboard itself: to make one available to all users, an administrator shares it under Administration > User Views — see User Views.
For the other standard dashboards, and choosing which are available, see Standard Dashboards.