This article details the organization and functions of the Strategic Roadmap main page.
The Strategic Roadmap feature is where you create and manage all of your individual client's roadmaps. To begin, select a client from the drop-down menu located in the top left-hand corner. Displayed at the top of the page are your client list, the year from which you want to view your roadmap, and the following quarters, the date of the last completed review for that client, and their average monthly score.
Your roadmap displays as several columns, each representing one Quarter of a client's fiscal year. The beginning of a fiscal year is customizable through a client's Strategy Profile under the right-hand menu.
To view additional quarters simply use the slider bar at the bottom of the screen or click one of the other years to be taken to the beginning of that year's Q1.