## What is the Cycle Progress Dashboard?

Cycle Progress Dashboard provides cycle admins and executives with a clear, real-time view of their cycle's progress. It highlights how far along each department is in submitting their planners' worksheets, enabling users to quickly assess overall completion rates and pinpoint areas where progress may be lagging.

By using this dashboard, users can proactively identify bottlenecks to ensure their cycles stay on track and are completed on time. Ultimately, Cycle Progress equips our customers with actionable insights that help streamline cycle management and improve efficiency throughout the entire process. ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/5d0fcb84-27ba-49f5-8067-37490567096f/49964bf5-bdb6-4ec1-933c-50445add0d7e/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32SZWDI3H%2F20260502%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260502T180708Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHUaCXVzLWVhc3QtMiJIMEYCIQDOJDNCe9gynqmQvZ5h%2BKs1LHAYFZftYOvdydypJjektAIhANOFpaHTfx5oIZBEgqmApGh%2FfceayHke7gEtDq9tXClHKtwFCD4QAhoMMzA4MTI1OTc1Mjg3IgyKsQRkyD%2FQtAHECd4quQWtG4LpXfBMmBFbHcx0n88zAkTfXlWb5yhdKqhmSji5XP8IUIQg0brDOrRmt5KNvSAZgvdssD6zmuVwPAatuLcl%2FLUmr7zmhh%2BOOPPH7CGQe5vW1TVi4dvS6gQfDkl7WW0z8VUJNGc7nsAEMt8f9UkNSXgl6pfJKegbhCxNgh2JgKHqw%2Fucf2S0oF4B8tpd4hM%2FrI10ZPZQ1jJHMuDjJSImj2KLigvXWJF3%2FNtHG%2BhkZur6ifknDJ54cUjbX2kljIty7%2BZQjLmUAfy7Skvs9nA6nJyoxw3IXZe%2FGW2pAmJRGo2htDjYPDV%2FylZEN1uEmD7oY9%2BEb8kt3z5qQBpJ0ZFKaM3cAQUqW148hQ%2F67jKmL4dNbmARREw9c%2Bj9ktgcFslCG8fZ%2BU04Y80fpsUNXzKxCkHx6MKUPnM4%2FC3%2FvCaqhSAkgQsuXTLG15VFm8QvgWJbutm4t%2FYFPKf7q21f3nQDcNMxQIlI1zoN9gzUKHJOWNQx7AC83g59K3te%2FiOIfrznqB48m%2BC21rkncllzoFByzx22xu8bGsWfkUPQMpUJjWnfdiRHOfoXVT63O5YbWp3knySkeZt8MQUxS8jLvASKrEYJZwRkR3TwTBrSLMH5blffzjY4su6%2BCn7rRi0nA7Cq%2BDpARD%2FKk8baSGogwhvtbMYu5zEyZEg61RQj9xARwyhN15K%2F2%2FX8tLGFVcFJnTkpIF5AKxzor%2BqyKZtvWYYkLQ7HgZyHwCepS%2FEoipq2TQKNawmxfrcxK%2FtiUCpomiQ1GesXTktQFXtqgYIfdCEif7atDH%2Bw1Xea2iacl4cGgMrYv9UsEiVAKQetLM5BeuG5YN%2BaxIM0pvmvxp3nTmRLsGDIgryXyvyfrgw16s4GPLidjlUgW1LKz0ukNLAweIwwckEw5xz1Q2x%2BkkqkEcpMq3aWXJdHMuVdMI7w188GOo8BLzJQIlzp7WGScs2DfQPucWfpSqwzxi1kCxF659D4hTUYTGUOgzVwdZmj7lTAbsTSYztGe%2BkpQrQiAROj5X7IZXpcfiZL6lPMikjNBF9NMm0H2lNPCPrENkSGvgfjLQ0MlzazAPsxYdIKM6IlD6kzHc%2B6hjvCT7pPXyo5IOwroXIUa1L5moVfJvrLqaZ1nJk%3D&X-Amz-Signature=448a8260be39cd8813198d515cde5f688e9d70c2aead36bd9e050917e44d30dc&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1216x1067")


## What insights are available in the Cycle Progress Dashboard

**Progress by Planning Window**

The top of the dashboard displays a summary of the cycle’s Planning Windows, and how many planners within each window have submitted their work. ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/5d0fcb84-27ba-49f5-8067-37490567096f/7921344d-5a6a-409c-b1d3-9d8d2e607421/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32SZWDI3H%2F20260502%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260502T180708Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHUaCXVzLWVhc3QtMiJIMEYCIQDOJDNCe9gynqmQvZ5h%2BKs1LHAYFZftYOvdydypJjektAIhANOFpaHTfx5oIZBEgqmApGh%2FfceayHke7gEtDq9tXClHKtwFCD4QAhoMMzA4MTI1OTc1Mjg3IgyKsQRkyD%2FQtAHECd4quQWtG4LpXfBMmBFbHcx0n88zAkTfXlWb5yhdKqhmSji5XP8IUIQg0brDOrRmt5KNvSAZgvdssD6zmuVwPAatuLcl%2FLUmr7zmhh%2BOOPPH7CGQe5vW1TVi4dvS6gQfDkl7WW0z8VUJNGc7nsAEMt8f9UkNSXgl6pfJKegbhCxNgh2JgKHqw%2Fucf2S0oF4B8tpd4hM%2FrI10ZPZQ1jJHMuDjJSImj2KLigvXWJF3%2FNtHG%2BhkZur6ifknDJ54cUjbX2kljIty7%2BZQjLmUAfy7Skvs9nA6nJyoxw3IXZe%2FGW2pAmJRGo2htDjYPDV%2FylZEN1uEmD7oY9%2BEb8kt3z5qQBpJ0ZFKaM3cAQUqW148hQ%2F67jKmL4dNbmARREw9c%2Bj9ktgcFslCG8fZ%2BU04Y80fpsUNXzKxCkHx6MKUPnM4%2FC3%2FvCaqhSAkgQsuXTLG15VFm8QvgWJbutm4t%2FYFPKf7q21f3nQDcNMxQIlI1zoN9gzUKHJOWNQx7AC83g59K3te%2FiOIfrznqB48m%2BC21rkncllzoFByzx22xu8bGsWfkUPQMpUJjWnfdiRHOfoXVT63O5YbWp3knySkeZt8MQUxS8jLvASKrEYJZwRkR3TwTBrSLMH5blffzjY4su6%2BCn7rRi0nA7Cq%2BDpARD%2FKk8baSGogwhvtbMYu5zEyZEg61RQj9xARwyhN15K%2F2%2FX8tLGFVcFJnTkpIF5AKxzor%2BqyKZtvWYYkLQ7HgZyHwCepS%2FEoipq2TQKNawmxfrcxK%2FtiUCpomiQ1GesXTktQFXtqgYIfdCEif7atDH%2Bw1Xea2iacl4cGgMrYv9UsEiVAKQetLM5BeuG5YN%2BaxIM0pvmvxp3nTmRLsGDIgryXyvyfrgw16s4GPLidjlUgW1LKz0ukNLAweIwwckEw5xz1Q2x%2BkkqkEcpMq3aWXJdHMuVdMI7w188GOo8BLzJQIlzp7WGScs2DfQPucWfpSqwzxi1kCxF659D4hTUYTGUOgzVwdZmj7lTAbsTSYztGe%2BkpQrQiAROj5X7IZXpcfiZL6lPMikjNBF9NMm0H2lNPCPrENkSGvgfjLQ0MlzazAPsxYdIKM6IlD6kzHc%2B6hjvCT7pPXyo5IOwroXIUa1L5moVfJvrLqaZ1nJk%3D&X-Amz-Signature=06adbdb627604c5152ccf66117f39e8ad683834f4b04371569e56c18d5d37d4d&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

**Progress by Department**

The middle section of the dashboard shows a breakdown of each planning window’s completion rate by Department ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/5d0fcb84-27ba-49f5-8067-37490567096f/d90021a9-f1f2-4bf1-98d4-80057da14ba7/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32SZWDI3H%2F20260502%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260502T180708Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHUaCXVzLWVhc3QtMiJIMEYCIQDOJDNCe9gynqmQvZ5h%2BKs1LHAYFZftYOvdydypJjektAIhANOFpaHTfx5oIZBEgqmApGh%2FfceayHke7gEtDq9tXClHKtwFCD4QAhoMMzA4MTI1OTc1Mjg3IgyKsQRkyD%2FQtAHECd4quQWtG4LpXfBMmBFbHcx0n88zAkTfXlWb5yhdKqhmSji5XP8IUIQg0brDOrRmt5KNvSAZgvdssD6zmuVwPAatuLcl%2FLUmr7zmhh%2BOOPPH7CGQe5vW1TVi4dvS6gQfDkl7WW0z8VUJNGc7nsAEMt8f9UkNSXgl6pfJKegbhCxNgh2JgKHqw%2Fucf2S0oF4B8tpd4hM%2FrI10ZPZQ1jJHMuDjJSImj2KLigvXWJF3%2FNtHG%2BhkZur6ifknDJ54cUjbX2kljIty7%2BZQjLmUAfy7Skvs9nA6nJyoxw3IXZe%2FGW2pAmJRGo2htDjYPDV%2FylZEN1uEmD7oY9%2BEb8kt3z5qQBpJ0ZFKaM3cAQUqW148hQ%2F67jKmL4dNbmARREw9c%2Bj9ktgcFslCG8fZ%2BU04Y80fpsUNXzKxCkHx6MKUPnM4%2FC3%2FvCaqhSAkgQsuXTLG15VFm8QvgWJbutm4t%2FYFPKf7q21f3nQDcNMxQIlI1zoN9gzUKHJOWNQx7AC83g59K3te%2FiOIfrznqB48m%2BC21rkncllzoFByzx22xu8bGsWfkUPQMpUJjWnfdiRHOfoXVT63O5YbWp3knySkeZt8MQUxS8jLvASKrEYJZwRkR3TwTBrSLMH5blffzjY4su6%2BCn7rRi0nA7Cq%2BDpARD%2FKk8baSGogwhvtbMYu5zEyZEg61RQj9xARwyhN15K%2F2%2FX8tLGFVcFJnTkpIF5AKxzor%2BqyKZtvWYYkLQ7HgZyHwCepS%2FEoipq2TQKNawmxfrcxK%2FtiUCpomiQ1GesXTktQFXtqgYIfdCEif7atDH%2Bw1Xea2iacl4cGgMrYv9UsEiVAKQetLM5BeuG5YN%2BaxIM0pvmvxp3nTmRLsGDIgryXyvyfrgw16s4GPLidjlUgW1LKz0ukNLAweIwwckEw5xz1Q2x%2BkkqkEcpMq3aWXJdHMuVdMI7w188GOo8BLzJQIlzp7WGScs2DfQPucWfpSqwzxi1kCxF659D4hTUYTGUOgzVwdZmj7lTAbsTSYztGe%2BkpQrQiAROj5X7IZXpcfiZL6lPMikjNBF9NMm0H2lNPCPrENkSGvgfjLQ0MlzazAPsxYdIKM6IlD6kzHc%2B6hjvCT7pPXyo5IOwroXIUa1L5moVfJvrLqaZ1nJk%3D&X-Amz-Signature=6262a0d7ffd1bbadacf4c302169ea115e73446c1bc25cf6dc8e86e4ebb62bb15&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

**Progress by Planner-Level Submission Statuses**

The table at the bottom of the dashboard includes the submission & window status of each planner in the cycle. Admins can sort & filter on this table to surface all overdue planners who need a reminder

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/5d0fcb84-27ba-49f5-8067-37490567096f/b51eaf5c-b33a-40b8-bc2d-dd453ce1091b/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32SZWDI3H%2F20260502%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260502T180708Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHUaCXVzLWVhc3QtMiJIMEYCIQDOJDNCe9gynqmQvZ5h%2BKs1LHAYFZftYOvdydypJjektAIhANOFpaHTfx5oIZBEgqmApGh%2FfceayHke7gEtDq9tXClHKtwFCD4QAhoMMzA4MTI1OTc1Mjg3IgyKsQRkyD%2FQtAHECd4quQWtG4LpXfBMmBFbHcx0n88zAkTfXlWb5yhdKqhmSji5XP8IUIQg0brDOrRmt5KNvSAZgvdssD6zmuVwPAatuLcl%2FLUmr7zmhh%2BOOPPH7CGQe5vW1TVi4dvS6gQfDkl7WW0z8VUJNGc7nsAEMt8f9UkNSXgl6pfJKegbhCxNgh2JgKHqw%2Fucf2S0oF4B8tpd4hM%2FrI10ZPZQ1jJHMuDjJSImj2KLigvXWJF3%2FNtHG%2BhkZur6ifknDJ54cUjbX2kljIty7%2BZQjLmUAfy7Skvs9nA6nJyoxw3IXZe%2FGW2pAmJRGo2htDjYPDV%2FylZEN1uEmD7oY9%2BEb8kt3z5qQBpJ0ZFKaM3cAQUqW148hQ%2F67jKmL4dNbmARREw9c%2Bj9ktgcFslCG8fZ%2BU04Y80fpsUNXzKxCkHx6MKUPnM4%2FC3%2FvCaqhSAkgQsuXTLG15VFm8QvgWJbutm4t%2FYFPKf7q21f3nQDcNMxQIlI1zoN9gzUKHJOWNQx7AC83g59K3te%2FiOIfrznqB48m%2BC21rkncllzoFByzx22xu8bGsWfkUPQMpUJjWnfdiRHOfoXVT63O5YbWp3knySkeZt8MQUxS8jLvASKrEYJZwRkR3TwTBrSLMH5blffzjY4su6%2BCn7rRi0nA7Cq%2BDpARD%2FKk8baSGogwhvtbMYu5zEyZEg61RQj9xARwyhN15K%2F2%2FX8tLGFVcFJnTkpIF5AKxzor%2BqyKZtvWYYkLQ7HgZyHwCepS%2FEoipq2TQKNawmxfrcxK%2FtiUCpomiQ1GesXTktQFXtqgYIfdCEif7atDH%2Bw1Xea2iacl4cGgMrYv9UsEiVAKQetLM5BeuG5YN%2BaxIM0pvmvxp3nTmRLsGDIgryXyvyfrgw16s4GPLidjlUgW1LKz0ukNLAweIwwckEw5xz1Q2x%2BkkqkEcpMq3aWXJdHMuVdMI7w188GOo8BLzJQIlzp7WGScs2DfQPucWfpSqwzxi1kCxF659D4hTUYTGUOgzVwdZmj7lTAbsTSYztGe%2BkpQrQiAROj5X7IZXpcfiZL6lPMikjNBF9NMm0H2lNPCPrENkSGvgfjLQ0MlzazAPsxYdIKM6IlD6kzHc%2B6hjvCT7pPXyo5IOwroXIUa1L5moVfJvrLqaZ1nJk%3D&X-Amz-Signature=5761043fb5157587764c15f97bb87ddbe61e330ae03203a18e0446500521f94e&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

**Reward Letter Metrics**

For finalized cycles, the top section of Cycle Progress dashboard updates to reflect reward letter enablement & engagement metrics.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/5d0fcb84-27ba-49f5-8067-37490567096f/adbc17aa-ddc5-4e25-9db8-2d68afef6f4b/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32SZWDI3H%2F20260502%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260502T180708Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHUaCXVzLWVhc3QtMiJIMEYCIQDOJDNCe9gynqmQvZ5h%2BKs1LHAYFZftYOvdydypJjektAIhANOFpaHTfx5oIZBEgqmApGh%2FfceayHke7gEtDq9tXClHKtwFCD4QAhoMMzA4MTI1OTc1Mjg3IgyKsQRkyD%2FQtAHECd4quQWtG4LpXfBMmBFbHcx0n88zAkTfXlWb5yhdKqhmSji5XP8IUIQg0brDOrRmt5KNvSAZgvdssD6zmuVwPAatuLcl%2FLUmr7zmhh%2BOOPPH7CGQe5vW1TVi4dvS6gQfDkl7WW0z8VUJNGc7nsAEMt8f9UkNSXgl6pfJKegbhCxNgh2JgKHqw%2Fucf2S0oF4B8tpd4hM%2FrI10ZPZQ1jJHMuDjJSImj2KLigvXWJF3%2FNtHG%2BhkZur6ifknDJ54cUjbX2kljIty7%2BZQjLmUAfy7Skvs9nA6nJyoxw3IXZe%2FGW2pAmJRGo2htDjYPDV%2FylZEN1uEmD7oY9%2BEb8kt3z5qQBpJ0ZFKaM3cAQUqW148hQ%2F67jKmL4dNbmARREw9c%2Bj9ktgcFslCG8fZ%2BU04Y80fpsUNXzKxCkHx6MKUPnM4%2FC3%2FvCaqhSAkgQsuXTLG15VFm8QvgWJbutm4t%2FYFPKf7q21f3nQDcNMxQIlI1zoN9gzUKHJOWNQx7AC83g59K3te%2FiOIfrznqB48m%2BC21rkncllzoFByzx22xu8bGsWfkUPQMpUJjWnfdiRHOfoXVT63O5YbWp3knySkeZt8MQUxS8jLvASKrEYJZwRkR3TwTBrSLMH5blffzjY4su6%2BCn7rRi0nA7Cq%2BDpARD%2FKk8baSGogwhvtbMYu5zEyZEg61RQj9xARwyhN15K%2F2%2FX8tLGFVcFJnTkpIF5AKxzor%2BqyKZtvWYYkLQ7HgZyHwCepS%2FEoipq2TQKNawmxfrcxK%2FtiUCpomiQ1GesXTktQFXtqgYIfdCEif7atDH%2Bw1Xea2iacl4cGgMrYv9UsEiVAKQetLM5BeuG5YN%2BaxIM0pvmvxp3nTmRLsGDIgryXyvyfrgw16s4GPLidjlUgW1LKz0ukNLAweIwwckEw5xz1Q2x%2BkkqkEcpMq3aWXJdHMuVdMI7w188GOo8BLzJQIlzp7WGScs2DfQPucWfpSqwzxi1kCxF659D4hTUYTGUOgzVwdZmj7lTAbsTSYztGe%2BkpQrQiAROj5X7IZXpcfiZL6lPMikjNBF9NMm0H2lNPCPrENkSGvgfjLQ0MlzazAPsxYdIKM6IlD6kzHc%2B6hjvCT7pPXyo5IOwroXIUa1L5moVfJvrLqaZ1nJk%3D&X-Amz-Signature=375a6fb50aaa81ef3e2e723dd61ce5461b3e7783b5316a8b032d619af4e73920&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

## Redesigned Worksheet Widgets

The new dashboards come with redesigned Cycle progress & Budget spend widgets at the top of the worksheet view. The Cycle Progress dashboard is accessed through the **View details** link at the top right corner of the Cycle Progress widget.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/5d0fcb84-27ba-49f5-8067-37490567096f/6a531318-c289-4670-84fd-4b68397d0cde/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32SZWDI3H%2F20260502%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260502T180708Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHUaCXVzLWVhc3QtMiJIMEYCIQDOJDNCe9gynqmQvZ5h%2BKs1LHAYFZftYOvdydypJjektAIhANOFpaHTfx5oIZBEgqmApGh%2FfceayHke7gEtDq9tXClHKtwFCD4QAhoMMzA4MTI1OTc1Mjg3IgyKsQRkyD%2FQtAHECd4quQWtG4LpXfBMmBFbHcx0n88zAkTfXlWb5yhdKqhmSji5XP8IUIQg0brDOrRmt5KNvSAZgvdssD6zmuVwPAatuLcl%2FLUmr7zmhh%2BOOPPH7CGQe5vW1TVi4dvS6gQfDkl7WW0z8VUJNGc7nsAEMt8f9UkNSXgl6pfJKegbhCxNgh2JgKHqw%2Fucf2S0oF4B8tpd4hM%2FrI10ZPZQ1jJHMuDjJSImj2KLigvXWJF3%2FNtHG%2BhkZur6ifknDJ54cUjbX2kljIty7%2BZQjLmUAfy7Skvs9nA6nJyoxw3IXZe%2FGW2pAmJRGo2htDjYPDV%2FylZEN1uEmD7oY9%2BEb8kt3z5qQBpJ0ZFKaM3cAQUqW148hQ%2F67jKmL4dNbmARREw9c%2Bj9ktgcFslCG8fZ%2BU04Y80fpsUNXzKxCkHx6MKUPnM4%2FC3%2FvCaqhSAkgQsuXTLG15VFm8QvgWJbutm4t%2FYFPKf7q21f3nQDcNMxQIlI1zoN9gzUKHJOWNQx7AC83g59K3te%2FiOIfrznqB48m%2BC21rkncllzoFByzx22xu8bGsWfkUPQMpUJjWnfdiRHOfoXVT63O5YbWp3knySkeZt8MQUxS8jLvASKrEYJZwRkR3TwTBrSLMH5blffzjY4su6%2BCn7rRi0nA7Cq%2BDpARD%2FKk8baSGogwhvtbMYu5zEyZEg61RQj9xARwyhN15K%2F2%2FX8tLGFVcFJnTkpIF5AKxzor%2BqyKZtvWYYkLQ7HgZyHwCepS%2FEoipq2TQKNawmxfrcxK%2FtiUCpomiQ1GesXTktQFXtqgYIfdCEif7atDH%2Bw1Xea2iacl4cGgMrYv9UsEiVAKQetLM5BeuG5YN%2BaxIM0pvmvxp3nTmRLsGDIgryXyvyfrgw16s4GPLidjlUgW1LKz0ukNLAweIwwckEw5xz1Q2x%2BkkqkEcpMq3aWXJdHMuVdMI7w188GOo8BLzJQIlzp7WGScs2DfQPucWfpSqwzxi1kCxF659D4hTUYTGUOgzVwdZmj7lTAbsTSYztGe%2BkpQrQiAROj5X7IZXpcfiZL6lPMikjNBF9NMm0H2lNPCPrENkSGvgfjLQ0MlzazAPsxYdIKM6IlD6kzHc%2B6hjvCT7pPXyo5IOwroXIUa1L5moVfJvrLqaZ1nJk%3D&X-Amz-Signature=a341ea381b842b4c7789aee024555afcd702f7f02f3fc9cdc9585aa6d5090c1f&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

 

 

Cycle Progress dashboard

Getting Started - Compensation Planner

Recommendation logic

Cycle access permissions

Step 1: Initial Cycle Setup

Columns

First-Class Columns

Writing formulas with Handlebars

Step 2: Column Configuration

OTE Planning Configuration Guide

What is OTE Planning?

Step 3: OTE Planning

Am I able to update or change approval chains during a cycle?

Updating Approval Chains

Compensation Cycle Data Upload

Step 4: Data Management

Step 5: Recommendation Logic

Budgets

Budget Dashboard

Top Down Budgets: In-app Configurations

Step 6: Budget Confirmation

Cycle Outcomes

Planning Windows Setup Guide

Planning Windows Overview

Monthly & Hourly Pay

Employee Compensation History Popout

UI Toggles

Filtering & Sorting

Approval Statuses

Step 7: Planner Experience

Smart Flags

Priority Sort

Compensation Outliers

Manager Compression Flag

Vesting Drop Flag

Step 8: Controls & Governance

Peers Overview

In App Reward Letter Editor

Reward Letters

Peers Configuration Guide

Other Cycle Actions

Compensation Planning

Market Data Connections Overview

Market Data Connections Set up

Integrations 101

Integrations

Adding Columns

Team View Overview

Team View Column Configuration

Team View Customizations

Re-ordering Columns

Deleting Columns

Team View Settings

Team View

Custom Role Creation Guide

Logging In

Creating an Account

How to add a colleague to Pave’s Market Data Platform

Market Data Role Management

Why does it matter to get levels and role families right?

SSO Configuration Guide

Account Setup

Contact Us

How much does Pave Market Data access cost?

How does Pave Work?

Intro to Pave

Pave 101

Total Compensation

Compensation 101

The Stock Option Lifecycle

ISO Tax Implications

The Basics of Stock Options

The Confusing AMT (Alternative Minimum Tax)

ISO Strategies

An Overview of How Stock Options Work

Equity 101

Account Creation Troubleshooting and FAQs

How to Benchmark Executive Compensation

Login Troubleshooting and FAQ

How does company size affect which department, job family and job level I should choose?

How does Pave determine a role level and role family?

Troubleshooting Rippling Zero Records Error

What Market Data Connections does Pave currently support?

FAQs

Getting Started

Manually Create New Band Sets

Pay Types: Calculated TDC, Annual Equity, and Refresh Equity

Band Sets

Employee Distribution in Bands

Editing Bands

View changes

Upload/Download Bands

Unmatched Employees

Calculated Columns

Managing & Reordering Calculated Columns

Bands Set Audit Log

How to duplicate band sets

Survey aging

Edit and apply benchmarks

Set weights and logic

Map data sources to jobs

Supported survey providers

Manage Pave data sources

Manage survey data sources

Benchmarks overview

Step 2: Benchmarking

Job Architecture 101

Pay Zone Manager

Grades

Setting up Company Job Architecture

Company Job Architecture

Step 1: Build Foundation

Generate Bands from Market Data

Bulk & Manually Associate Market Data to Bands

Step 3: Update Ranges

Relative Permissions

Compare Bands

Generate Bands for New Jobs in Your Job Architecture

Advanced Filters

Ongoing Management & Analysis

Market Pricing

Admin Notification Dashboard

Impersonation as a Pave Admin

Auto-manager Assignment

Role Management

Notifications

Multirole Permissions

Standard Pave Permissions

General

Can I impersonate another user in one page while having other Pave tabs open?

Can a user have more than one role at a time?

Am I able to change another user’s permissions or login credentials while impersonating?

Cycle Progress dashboard

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Cycle Progress dashboard

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