Product roadmap — Dashboard
Status: Planned enhancements — not all items are scheduled yet.
Last updated: 2026-06-26
Live today: Balanced Scorecard (/dashboard/bsc) · Target Score Report (/dashboard/bsc-target) · Monthly performance (/dashboard/bsc-performance) · Performance comparison (/dashboard/bsc-comparison)
Initiatives (separate plans)
- Ascendly Learning (Disprz-inspired LMS): Learning plan ·
design-log/2026-06-26-ascendly-learning-plan.md - Assistant / MCP (AI bot + Cursor tools): Assistant, MCP & Learning
Current mental model
| Page | Route | Question | Time lens |
|---|---|---|---|
| Balanced Scorecard | /dashboard/bsc | What happened this month? (self or scoped team) | Snapshot |
| Target Score Report | /dashboard/bsc-target | What do I need on each KPI to reach the next remark? | Forward / planning |
| Bonus qualification | /dashboard/bsc-bonus | Who is bonus-ready this month, and which gate failed? | Snapshot (manager matrix) |
| Monthly performance | /dashboard/bsc-performance | How did Total BSC move across each month in a BSC cycle? | Full cycle (12 mo) |
| Performance comparison | /dashboard/bsc-comparison | How do sites, clusters, or departments compare in the cycle? | Full cycle (aggregated) |
Guide: Dashboard overview · Target Score Report · Bonus qualification · Monthly performance detail · Performance comparison
Shipped on Target Score Report (2026-06)
| Feature | Notes |
|---|---|
| Month | Cycle lens | Toggle planning for one month vs rest of fiscal cycle |
| Running Score | Cycle average through last completed month |
| Remaining months banner | Uniform monthly Total BSC needed to hit target remark |
| Nearest achievable remark | When target is unreachable; Use X as target action |
| Cycle KPI table | Running avg, needed scores, Plan [month] to Month scope |
| Timeline strip | Past scores vs future planning window |
| Scope sync with BSC | Employee scope shared with Balanced Scorecard when navigating |
Guide: Target Score Report
Shipped on Balanced Scorecard export (2026-06)
| Feature | Notes |
|---|---|
| Employee ID column | First column in detailed and summary exports |
| Not Qualified Reason | Detailed export only; - when qualified, else failed gate details |
Guide: Dashboard overview § Balanced Scorecard
Shipped on Performance comparison (2026-06)
These items are live on /dashboard/bsc-comparison:
| Feature | Notes |
|---|---|
| Access gating | Level 5+ or multi-site managers (2+ sites, 2+ employees); nav hidden when ineligible |
| Compare dimensions | Site, cluster, department tabs when ≥ 2 segments exist |
| Summary table | Cycle avg, snapshot month, vs cycle avg, band mix, evaluation coverage |
| Trend chart | One line per segment; dashed scope benchmark |
| Drill-through | Row links to Monthly performance with segment filters pre-applied |
| CSV export | Full comparison table download |
| Site scope filter | Site filter on Monthly performance and comparison when pool spans multiple sites |
| Evaluation coverage | Scored / expected / gap / not-started semantics (shared with Monthly performance data health) |
| Independent filter state | Cycle and scope persist separately from BSC / Monthly performance |
Guide: Performance comparison
Shipped on Monthly performance (2026-06)
These were roadmap or polish items now live on /dashboard/bsc-performance:
| Feature | Notes |
|---|---|
| Remark distribution (cycle strip) | 100% stacked bars for all 12 months; Remark | Bonus Qualification toggle |
| Bonus qualification table | Per-month qualification pills; cycle column = qualified-month count; separate toggle from chart |
| Data health (coverage) | Per-month scored vs in-scope; draft/final hints; link to BSC |
| Trend chart polish | KPM metric dropdown, band reference lines (uniform scope), Final month emphasis |
| Remark table | Cycle column (score + band + ? insights), MoM ▲/▼, sort, CSV export |
| BSC + bonus eligibility filters | Scope filters on BSC and Monthly performance; export includes labels |
| Bonus qualification filter | Multi-select when bonus-eligible employees in scope |
| Evaluation coverage (data health) | Scored / expected per month; gap vs not-started distinction |
| Export Employee ID | CSV exports include Employee ID before name |
Planned enhancements (priority order)
1. Deep scorecard data health
Purpose: Surface gaps before BSC is meaningful: missing task delivery days, open attendance/productivity issues, evaluation gaps (see Scorecard → Missing/Excess Evals).
Likely content:
- Per-employee or team checklist on Balanced Scorecard and/or Monthly performance
- Extend beyond coverage (
scored / in scope) to surface-level completeness - Tie-in to open-month messaging on the Target Score Report
Partial: Monthly performance already shows coverage and report status per month.
2. Band mix on Balanced Scorecard (manager month view)
Purpose: For the selected month + scope, show count or % in Below standard / Standard / Expectation / Goal — complement to totals on the month snapshot.
Likely content:
- Team band mix for current month
- Optional breakdown by cluster or department
Note: Cycle-wide band mix lives on Monthly performance; this item is the single-month counterpart on BSC.
3. Learning overview
Purpose: Dashboard rollup — completion rates, overdue training, team progress.
The Learning section (/learning) already supports courses and enrollments; this view would summarize them on the dashboard.
Tracked under: Ascendly Learning plan — L4.
4. Progress tracking (learning)
Purpose: Individual and team learning progress over time (deeper than the overview).
Tracked under: Ascendly Learning plan — L0–L4 (unit progress, assignments, reports).
5. Org health
Purpose: Headcount, structure, schedule coverage, org-wide signals.
Draws on the Organization module and employee schedules.
6. Structure insights
Purpose: Cluster and department analytics (structure-focused, not performance).
Optional polish (low priority)
Monthly performance
- Band mix breakdown by cluster or department within cycle view
- Export trend chart to Excel (remark table CSV already shipped)
- Per-KPI trend lines (KPM-level dropdown shipped)
Target Score Report
- Print / PDF / 1:1 snapshot export
- Collapse “done” KPIs (only show rows with upside)
- Richer empty states with links to Profile / Scorecard
- Stronger “already at target → nudge to next band” when at Standard+
Shipped June 2026: Month | Cycle lens, Running Score, remaining-month targets, nearest achievable remark — see Target Score Report.
Balanced Scorecard
- Month band mix + “who moved bands vs last month”
- KPI drill-through to scorecard entry pages
Organization
- Org chart export — Download current view or entire chart as PNG/PDF (By section and Full company). Deferred; technical approach documented in Organization § Planned.
When a roadmap item ships, it moves to the Progress report and relevant Guide pages are updated.