How do I change the name of a level?
Go to the company settings section: Click on LEVELS: Select the label you want to change and edit it on the form:
How does block prioritization work?
Sometimes an activity described by a block in StrategyBlocks carries greater importance to the organization than another, regardless of its position and level in the value tree. There are different ways of thinking about prioritization and the effect is has on blocks and output. The priority field [BLOCK PROPERTIES (gear icon) > DETAILS > [...]
How to Create a MINIMUM SCORE Cascading Metric
In the previous tutorial How to create a SCORE metric we showed how you can create an effective SCORE calculation on a metric. However, there is limited value in creating a score on a single metric since we already report the status of every metric by default. The score method is best used as a [...]
How to create a SCORE metric
Note: The instruction below is reliant on metrics currently existing within your company to calculate the score on. Create a new Metric Go to Monitor -> Metrics. Click the New button. Change your Tolerance Settings With SCORE, we will only have values in the set [1, 0, -1]. [...]
How do I export a timeline?
Customize the timeline view Click BLOCKS TABLE > COLUMNS Using the example that we want to output to a US letter paper size in landscape layout, these are example column widths (NB: dependant of course on the displayed columns). Scroll to the bottom of the screen to SAVE. [...]
Who can I contact for assistance?
For technical issues and how-to guidance, contact our friendly Support Team - Â help@strategyblocks.com Clients are welcome to contact our team of Client Advocates at any time. Client Advocates will keep you up to date with new features, product updates, arrange any required training and keep you up to date with strategy execution information. Contact the [...]
What external uploading does StrategyBlocks support?
StrategyBlocks supports the upload of information to support the execution of any block (key result area), metric (key performance indicator) and risk contained in the strategic plan.  This includes: External Links (URL’s) Upload of files - images, documents, files etc Attachment of Google Drive files - including search etc
How do the different block rollup types work?
Let’s see this example. The orange line is the target which rolls up the same as the progress %, so we can use that for these examples. The blocks below all start Oct 1. ROLLUP PARENT ends Dec 31. CHILD A ends Oct 31. CHILD B end Nov 30. This is the progress chart view [...]
On the flat CSV report, how do you calculate the quarter periods and what is the fiscal year format?
You can check the Fiscal Year details under the Company Settings Pages. The Quarter Periods are calculated in regards to how the Company Fiscal Year has been set-up. So if the Fiscal Year is 1 JAN the quarters are calculated in the following way; Q1: 01/01/YYYY...03/31/YYYY Q2: 04/01/YYYY...06/30/YYYY Q3: 07/01/YYYY...09/30/YYYY Q4: 10/01/YYYY...12/31/YYYY Â
I have marked a block as 100%, so why is it still red and what does the tail mean?
Is there any way to turn those blocks 'green'? Is there any way to stop the tail from growing? When a block is 100%, it can be closed and normally disappears unless the filters have "closed" selected. If it is displayed, it shows as green. The "tail" is showing the difference between a block's actual [...]