Executive Dashboard & Performance Reviews

1. Overview & Business Value#

This comprehensive operational guide details the architecture, business workflows, configuration parameters, and execution steps for Executive Dashboard & Performance Reviews within SmartERP.

Executive Dashboard & Performance Reviews#

A strategic plan is only as effective as the governance rhythm that reviews it. SmartERP BSC V3 combines an executive Real-Time Performance Dashboard with structured Quarterly Performance Reviews (QPR).

Figure 6.5: Consolidated Executive Performance Dashboard tracking Corporate Index (88.4%), live General Ledger actuals, Strategic Risks, and Red KPI Escalations.

{screenshot:executive-dashboard-and-strategy-reviews-overview-dashboard}

2. Prerequisites & Security Access Groups#

• Required Modules: smarterp_balanced_scorecard, smarterp_strategy
• Security Groups:
  • Strategy Officer (Technical ID: smarterp_balanced_scorecard.group_bsc_user)
  • Strategy Director (Technical ID: smarterp_balanced_scorecard.group_bsc_manager)
  • Executive Committee Member (Technical ID: smarterp_balanced_scorecard.group_bsc_executive)
• Master Data Dependencies: Strategic themes, 4 BSC perspectives (Financial, Customer, Internal Process, Learning & Growth), corporate KPIs, and quarterly appraisal periods.

3. Step-by-Step Configuration & Execution#

Step 1: Navigating to the Module Interface#

1. Log into your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher (grid icon in the top-left corner).
3. Select the Strategic Execution app icon.
4. From the top navigation bar, open Strategic Execution → Perspectives → Strategic Objectives / KPIs / Action Plans.

{screenshot:executive-dashboard-and-strategy-reviews-app-switcher-navigation}

Step 2: Creating and Parameterizing Records#

1. Click the New button in the top-left control panel.
2. Complete the mandatory fields in the record form:
   • Objective / KPI Name (Mandatory): Precise strategic outcome statement
   • Perspective (Mandatory): One of the 4 balanced perspectives with mandated weighting
   • Weight (%) (Mandatory): Percentage allocation contributing to overall perspective score
   • Target Value & Baseline (Mandatory): Quantifiable numerical goal and historical starting point
3. Configure optional operational parameters and localized tags as required:
   • Calculation Formula (Optional): Automated SQL query or module model metric extraction
   • Initiative Champion (Optional): Department head or senior manager accountable for result
   • Review Frequency (Optional): Monthly, quarterly, or annual appraisal cadence
4. Click the Save icon in the control bar to commit the record.

{screenshot:executive-dashboard-and-strategy-reviews-record-creation-form}

Step 3: Validating and Processing Transactions#

• State Transitions: Execute operational state progression (Draft → Active Target → Mid-Term Review → Final Appraisal → Locked).
• Ledger & System Impact: Financial perspective KPIs dynamically read General Ledger balances, revenue growth metrics, and cost ratios directly from the accounting engine.
• Audit Verification: Automated recording of author ID, timestamp, and immutable revision history.

{screenshot:executive-dashboard-and-strategy-reviews-transaction-processing-state}

1. Executive Dashboard Architecture (bsc.dashboard)#

The dashboard surfaces four executive KPI widgets and dual drill-down workspaces:

1. Corporate Scorecard Index: Weighted aggregate of all 4 perspectives, indicating overall corporate health.
2. Financial Execution (GL Live Actuals): Compares actual revenue and operating expenses against budgeted targets directly from posted accounting journal entries.
3. Strategic Risk Counter: Highlights untreated risks, high-impact severity items, and active Key Risk Indicator warnings.
4. Milestone Velocity Counter: Monitors upcoming, completed, and overdue strategic checkpoints for the current fiscal quarter.

Real-Time RAG Status Scoring Rules#

The platform automatically classifies objectives, perspectives, and scorecards using standard RAG criteria:

• 🟢 Green ($\ge 90.0\%$): Performance is on track or exceeding approved baseline targets.
• 🟡 Amber ($70.0\% - 89.9\%$): Moderate variance requiring operational attention or line-manager review.
• 🔴 Red ($< 70.0\%$): Critical underperformance. Automatically triggers a notification to the responsible executive and logs the item into the Strategic Escalations registry.

2. Conducting Strategy Reviews & QPR Cadence (bsc.review)#

Figure 6.6: Strategy Reviews Workspace managing Quarterly Performance Reviews (QPR), Monthly Operational checks, and Board-level Strategy Pivots.

Review Workflow#

1. Schedule: The Strategy Director or PMO creates a new review record:
   • Review Name: (e.g., 2026 Q3 Corporate Strategy & Performance Review).
   • Cadence: Monthly Operational, Quarterly (QPR), Semi-Annual, or Annual Strategic.
   • Chair / Sponsor: Designated executive meeting chair.
2. Pre-Meeting Pack: The system compiles a read-only snapshot of all KPIs, actual vs. target variances, and overdue milestones.
3. Meeting Minutes & Decisions:
   • Participants record agreed strategic pivots and budget adjustments.
   • Decisions are logged into the Decision Log, recording who proposed the pivot, who approved it, and any revised resource envelopes.
4. Sign-off: Marking the review as Completed locks the minutes and distributes action items to scorecard owners.

3. Advanced FY2019 E.C. Executive Dashboard & Top Movers Engine#

For enterprise leadership tracking high-velocity execution across FY2019 E.C., SmartERP provides an interactive Executive Balanced Scorecard Dashboard with integrated month-over-month trajectory tracking (Top Movers).

3.1 Architecture: Automated ERP Aggregation vs. Manual Strategic Targets#

Rather than isolated spreadsheets, the Executive Dashboard binds high-level executive targets directly to live operational journals:

+---------------------------------------------------------------------------------+
|                       EXECUTIVE BALANCED SCORECARD (FY2019 E.C.)                |
|                    Ashewa Technology Solutions S.C. | Overall Index: 88.4%       |
+---------------------------------------------------------------------------------+
|  [ FINANCIAL (92.8%) ]  [ CUSTOMER (89.5%) ]  [ PROCESSES (94.2%) ]  [ PEOPLE (77.1%) ] |
+---------------------------------------------------------------------------------+
|  Strategic Objectives & Operational Progress   |  Top Movers (Monthly Tracking)  |
|  - Revenue (GL Auto): 118.4M ETB (102% Green)  |  ▲ Total Revenue (+8.2% MoM)    |
|  - Project Milestones: 85.7% Progress (Green)  |  ▲ CSAT Enterprise (+4.5% MoM)  |
|  - Blended Gross Margin: 58.0% (Green)         |  ▼ DSO Collection (-3.1% MoM)   |
|  - Dev Certification: 72.0% (Amber)            |  ▼ Engineering Churn (-5.0% Red)|
+---------------------------------------------------------------------------------+

3.2 Solving the "Top Movers" Trend Detection Requirement#

In standard annual scorecards, you may observe the diagnostic notice:

"No trend data yet - Top Movers needs at least 2 monthly periods per KPI to detect a trend (this scorecard's KPIs currently have annual periods only)."

The Operational Solution#

1. Multi-Period Configuration: To detect momentum, KPIs must be broken down into discrete monthly intervals (bsc.kpi.period with period_type='month'), such as the 12 Ethiopian fiscal calendar months (Hamle, Nehasse, Meskerem, Tikimt, Hidar, Tahsas, Tir, Yekatit, Megabit, Miazia, Ginbot, Sene).
2. Automated Monthly Trend Cron: The system runs a scheduled action (BSC: Monthly KPI Trend Snapshot) every month:
   • Captures the live actual_value from the general ledger (account.move) or task completion (project.task).
   • Measures delta against the preceding month snapshot: $$\Delta\% = \frac{\text{Actual}{\text{current}} - \text{Actual}{\text{previous}}}{\text{Actual}_{\text{previous}}} \times 100$$
   • Classifies KPIs with positive momentum as Top Improvements and declining trajectories as Top Deteriorations.
3. Immediate Baseline Generation: Planners can trigger the snapshot cron manually via Settings › Technical › Automation › Scheduled Actions › BSC: Monthly KPI Trend Snapshot to establish an instant baseline.

4. Advanced Configuration Points#

• Automated Actions & Scheduled Tasks (Crons):
  • BSC: Calculate quarterly KPI achievements (smarterp_bsc.ir_cron_compute_kpi): Runs quarterly on the 5th to compute composite achievement scores
  • BSC: Issue appraisal cascade reminders (smarterp_bsc.ir_cron_appraisal_alert): Runs monthly to remind objective champions to update progress
• Custom Print Templates & Reports:
  • Institutional Balanced Scorecard Executive Dashboard
  • Departmental Strategic Cascade Matrix
  • KPI Performance Variance & Trend Analysis
  • Corporate Strategy Execution Summary
• Multi-Company Rules: Record-level security isolation under Company 1 (Ashewa Technology Solutions S.C.), preventing cross-company ledger leakage across parent and subsidiary legal entities.

5. Comprehensive Troubleshooting Matrix#