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Spring into Action: Streamline Your Approval Process for Success

Published by Elise Foley Elise Foley · Apr 4, 2024
Spring into Action: Streamline Your Approval Process for Success

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Metric Approvals

 Spruce up your data approval process this spring: Clean, clear, and efficient! 

Setting up Metric Approvals ensures your data is clean, avoids errors, and provides you with the ability to make confident decisions with verified data. Within the metric settings, select which metrics and approvers for Actual, Plan, and Forecast values. 

Enable Approver

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Metric Approvals: Dashboard Filters

Another great feature to go along with the metric approval process is a filtering option. Select the filter option within your metric dashboard and see exactly who, what, and where in the process your data is. 

Approve Filter

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Metric Approvals: On Your Home Screen

Spring into action with an upgraded to-do list: Streamlined, efficient, and ready to conquer your tasks!

My Dashboard is now a one stop shop for productivity. In addition to the action items assigned to you, there is now a section of items awaiting your approval. 

Dashboard Approve


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Spring Cleaning for Your Digital Workspace: Time to Organize Your Favorites Folder

Does your Favorites List feel Cluttered? We have a great solution for getting organized! 

Organizing your files and folders helps you clear out clutter, making way for new ideas. Now, the Favorites Menu has an edit feature to help you stay organized. Navigate to the Edit Icon, highlighted below, and create customized folders to help you stay on top of your to-do list, allowing a fresh start and increased efficiency. 

     Favorites        Add Folder


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Are you ready to give these enhancements a try?

Right on! Our team is ready to answer your   questions or assist   whenever you need it. 


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