Read, Customize, and Share Dashboards

The Workplace Strategy Planner home dashboard and location record component are based on a CRM Analytics template. Most elements are intuitive, but a few may require that you review Tableau CRM documentation. Customize and share the dashboard using CRM Analytics Studio.

By default, you can access the dashboard from the Home tab in the Strategy Planner app. To customize the dashboard, use the App Launcher to find Analytics Studio. Select the COVID-19 Risk dashboard and use the CRM Analytics editing tool to make changes.

The dashboard component on location records is visible only to users with a CRM Analytics license. The component displays the current risk level for each criterion at that specific location.

When using the COVID-19 Risk dashboard, remember:

• Not all metrics are included in the criteria calculations. The National Guidelines and Regional Guidance metrics are only used to provide more context on public restrictions and recommended operating procedures set by local and national government.
• Location assessment records are created for every location and sublocation. By default, the dashboard is filtered to display data for records in which the location type equals Building. Use the dashboard filter to display other location types, like Warehouse. Check with your Workplace Admin for more information on customizing location types.
• Employees assigned to sublocations are included in parent location when calculating the metric % Ready to Work. For example, both an employee assigned to the location Building A and an employee assigned to the sublocation Floor 1 of Building A are included in the same location calculation of % Ready to Return.
• Give special consideration to the locations that are most volatile before making operating decisions about those workplaces. The data could be incomplete or inaccurate, and warrants investigation.
• Review and update location assessment data for workplace locations regularly.
• Review and update your opening and closing threshold values as information about the spread and impact of COVID-19 develops.
• If a threshold value isn’t set for any metric, the default value is used to calculate the risk level for that metric in the dashboard.
• Metrics that are missing data are calculated differently in the home and location record dashboards. Missing data are calculated as zero values in the risk calculation on the home dashboard. Missing data are excluded from calculations on the location record dashboard component. This means that missing data increases the risk assessment on the home dashboard but has no impact in the location record component. A metric automatically populated by the COVID-19 public data source may be missing data if the connector is misconfigured or the data source is unavailable. Metrics populated from fields on the location assessment object may be missing data if your team hasn’t added the field values to your org.

The standard CRM Analytics editing tools and options are available, but we’d like to note these options that are particularly helpful for Workplace Strategy Planner:

• Set notifications on a dashboard widget. Set an alert or get an email to know when a location or criteria reaches a specific value. This is helpful when monitoring a location that’s considered to be a high priority for your organization
• Share the dashboard with other Workplace Command Center users. Workplace Strategy Planner requires an additional license, so only a few people in your organization are likely to have access to the dashboard. Share an image or a link to the dashboard with other users or groups.
• Jump to a location record from the dashboard. From any table on the home dashboard, click Open Record in a row to open the location record for that workplace. The dashboard component on the location record includes details on operating guidelines and government restrictions for that location.