KPI/Benefits Tracking
Connecting financial and non-financial benefits realization to project execution is critical for strategically managing your portfolio and delivering results. Conductor's powerful KPI/Benefits Tracking enables your team to link strategic targets with daily decisions, offering in-the-moment insights on value creation and financial impact through focused dashboards.
Single source of truth
Connecting financial and non-financial KPI/benefit tracking to project execution is critical for strategically managing your portfolio and delivering on targets. Conductor’s robust KPI/Benefit tracking features cover all your data points.
- Define your data model: Establish your Data Categories (e.g., Cost), the Data Elements they’re composed of (e.g., OpEx and CapEx), and the Data Measures that make them up (e.g., Targets, Forecasts, and Actuals). Decide on your units (e.g., millions of dollars, tonnes of waste) and tracking frequency (weekly, monthly, quarterly, yearly, 13-period).
- Financial and non-financial KPIs: Enterprise-grade programs often need to track their financial impact alongside other objectives, including program-wide ESG metrics and project-specific OKRs. Conductor’s flexible data models enable you to track all your KPI/Benefits in one place.
- Integrate easily: Connect Conductor with your existing tech stack to integrate easily without manual effort. Pull financial KPIs from your ERP and FP&A systems, key data from HRIS and ESG trackers, and metrics from any structured information source.
- Enterprise-grade permissions: Your matrixed program and enterprise governance model require an equally enterprise-grade permission and access control system to match. Configure KPI/Benefits editing permissions by individual, role, or team, with allow and deny settings, and lock editing based on time and integrations.
Smart dashboards
Conductor’s flexible, smart dashboards are one of our core building blocks and a crucial part of orchestration. Bring your people, processes, and platforms together into unified, permission-managed views.
- Dashboards everywhere: Build smart dashboards at every level of the Conductor work hierarchy (initiatives, workstreams, and projects) and outside the hierarchy for program-wide perspectives.
- Enterprise-grade permissions: Extend your permission management beyond tracking to viewing. Your team members will only see what they’re given access to, including dashboards, their widgets, and their data.
- Flexible layouts: Conductor’s built-in widget layout manager makes designing dashboards a breeze. Layout in rows and columns, choose widgets from our extensive library, build grids and visualizations, and easily integrate Microsoft Power BI.
- Rich filtering: Pivot your perspective with Conductor’s dashboard filters. Start from your overall view and layer on narrower and narrower filters based on the program hierarchy and project tagging. Bookmark filters and share them across your team to align perspectives.
- Presentation mode: Skip the PowerPoint and present directly from Conductor’s dashboards. Build a dashboard for a specific audience and meeting and share live, real-time data.
Data-driven strategy
Large enterprise programs have historically been driven based on out-of-date information laboriously gathered through manual processes. Stop driving by looking in the rearview mirror and focus your attention on the road ahead with Conductor's data-driven strategies.
- Harmony AI: Conductor's built-in AI deeply understands how large programs are run and how to connect all their data points into smart, real-time analysis.
- Free up 20% of your time: Heavily manual status updates that rely on Microsoft Excel and PowerPoint can take your team well over 25% of their total work effort and leave little time for intelligent analysis or higher value work. Automate your status tracking with Conductor and shift to exception handling, risk reduction, and benefits acceleration.
- Connect the dots: Large, matrixed programs can produce an overwhelming amount of data on KPIs, benefits, and execution. Conductor can help connect the dots into actionable insights that drive performance by connecting strategy to execution in single source of truth, smart dashboards.
- From strategy all the way through execution: The days of switching between many point solution platforms with manual status updates are over. Conductor can guide your team from the earliest ideation stage of strategic planning all the way through to post-mortems after execution wraps up.
Dashboards
Design dashboards at every level of Conductor's hierarchy, manage permissions, embed rich widgets and Power BI, and present live without ever making another deck.
KPI Explorer
Rich, native dashboarding for deep exploration of your data, including financial and non-financial benefits. Pivot, compare, bookmark shared views, and analyze your KPIs in graphs, charts, and tables.
Financial and Non-financial KPIs
Define your perfect data model to track financial and non-financial KPIs, with integration to your existing systems and robust permissions, approvals, and audit trails for who can make changes when.
Time Machine
Travel back through the full history of every KPI change with timestamps, audit logs, and visualizations of data updates. Easily track down when and where changes happened.
Project summaries
Flexible dashboard pages summarize everything across your projects, seamlessly combining workflows, governance, KPIs, and execution.
Workstream summaries
Automatically roll-up projects into intuitive dashboards, providing real-time views of workstream progress, including KPIs, benefits, risks, milestones, and execution.
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