1. Markviss Logo

Clicking the logo resets your current account view and redirects you to the Accounts Dashboard.

2. Active Account Selector

Located directly below the logo, this dropdown allows you to switch between accounts. Select the account you want to view or work on.

3. Categories

Below the account selector, you’ll find a list of categories specific to the active account. Each category organizes related metrics, helping you stay structured and focused.

Top Menu Controls:

• Date: Set the date in focus across all system views, including dashboards, metrics, and the planning view. By default, the system starts with the current date.
• Period Selection: Choose the time frame for the figures and calculations displayed in the system:
  • Default is the current month
  • You can switch to a ‘Year to Date’ view to see cumulative figures
• Scenario: Select the active scenario for which calculations are performed. The system starts with the default scenario, and only one default scenario can be active at a time.

Period Selection

The Period control lets you switch between monthly and year-to-date views. This affects how achievement, planned, and actual figures are displayed across all dashboards, metric lists, and windows.

• Month: Displays figures for the selected month. All data reflects only the monthly totals.
• Year to Date: Displays figures for the entire year up to and including the selected month.

Note:

• Trends show monthly progress for the past 18 months, up to the selected month.
• In the planning view, the period setting doesn’t apply; plans are displayed for the selected year.

Scenario Selection

The Scenario control determines which scenario’s figures are displayed throughout the system. Scenarios are user-defined and fully customizable.

• Default Scenario: The system starts with the default scenario marked as active.
• Custom Scenarios: You can create, edit, or delete scenarios (e.g., optimistic, pessimistic, expected) through the scenario dropdown menu.

The selected scenario shows the figures entered in the planning view for that specific scenario. You can evaluate goal achievements for different scenarios by switching between them. All dashboards, metric lists, and windows will update to reflect the selected scenario.

How it Works:

• Enter text into the search box to display metrics that match your input. The system searches across:
  • Metric names
  • Metric descriptions
  • Category names
• The search results are displayed below the search field, showing relevant metrics along with their associated categories and descriptions.

Key Features:

• Independent of Category Selection: The search operates system-wide, displaying metrics regardless of the currently selected category in the left menu.
• Auto-Focus on Category: Selecting a metric from the search results automatically highlights its category in the left menu and opens the Metric Window with the chosen metric selected.

Common Functions:

• Metric: View and manage the metrics within the selected category.
• Plan: Access the planning and results view for the metrics in the category.

Adding a Category

At the bottom of the category menu, you’ll find the ‘Add Category’ button. Clicking this creates a new category at the end of the list.

1. Name your new category by clicking its placeholder name.
2. Save the category using the disk icon or cancel by clicking the ‘X’ icon.

Editing a Category Name

To rename a category:

• Hover over the category name, click the edit icon, and type the new name.

Reordering Categories

Rearranging your categories is simple:

• Drag and drop a category to your desired position. The system automatically remembers the new order.

Deleting a Category

To delete a category, ensure all its metrics are removed first.

• For empty categories, hover over the category, then click the trashcan icon to remove it.

Overview of Features

• Metrics & KPIs Tabs: Toggle between standard metrics and calculated KPIs.
• Table View: Displays all relevant details including Name, Description, Planned, Actual, Achievement, and Trends.
• Color-Coded Achievement: Highlights goal status in green (On Track), yellow (Slightly Off Track), or red (Needs Attention).
• Trend Graph: A small sparkline visualization to track historical performance over the past 18 months.

Working with Metrics

• Search Bar: Quickly find metrics by entering keywords.
• Add Metrics: Click the Add button to create a new metric.
• Sort Options: Click table headers to organize metrics by name, planned values, or achievement percentages.
• View Details: Click on any metric to open its details in a separate window.

Planning & Tracking

You can enter planned values for each month to set targets, then input actual performance data to measure achievement:

• Planned Values: Define expected target values for each month.
• Actual Values: Enter real data to measure performance against your plan.
• Excel Integration: Paste values from Excel to update multiple cells at once.
• Automatic Distribution: Enter a total value and the system distributes it across months based on the field type.

What Are Scenarios?

Scenarios allow for strategic planning by simulating various potential outcomes:

• Optimistic Scenario: Assumes favorable conditions where key variables perform as expected or better.
• Pessimistic Scenario: Models a situation where some variables do not perform as expected, helping prepare for risk mitigation.
• Expected Scenario: A balanced, most-likely case that serves as a realistic baseline for comparison.

Scenarios help organizations plan more effectively, adjust expectations, and make data-driven decisions.

How Scenarios Work

The Scenario control in the top menu determines which scenario’s figures are displayed throughout the system:

• Default Scenario: The system starts with this scenario marked as active.
• Custom Scenarios: You can create, edit, or delete scenarios through the scenario dropdown menu.
• Switching Scenarios: By switching between different scenarios, you can evaluate goal achievements, assess performance variations, and prepare for potential outcomes.

All dashboards, metric lists, and windows update dynamically to reflect the selected scenario. At any given time, only one scenario can be set as the default.

Types of Dashboards

• Account Dashboard: Your default dashboard when you log in. Access it anytime by clicking the Markviss logo in the top-left menu. Includes KPIs and metrics from all categories, giving a quick overview of your key priorities.
• Category Dashboard: Displays KPIs or metrics specific to the selected category. Appears when you choose a category from the left-hand menu.
• User Dashboard (Enterprise Only): Allows users to customize dashboards to fit their preferences. Users can reorder, add, or remove KPIs from account or category dashboards.

Dashboard Functions

Each dashboard displays KPIs or metrics with their status based on selected variables like Date, Period, and Scenario from the Top Menu. Clicking a dashboard element opens its detailed metric window.

• Add Dashboard Elements: Click the Add button at the top to access the KPI/metric list. Use filters or sorting to find the desired KPI, then click + to add it.
• Remove Dashboard Elements: Remove elements by clicking the X in the top-right corner of the element. This removes the KPI from the dashboard but does not delete it entirely.
• Reorder Dashboard Elements: Rearrange elements by dragging and dropping them into your desired order.