One Dashboard III v24.01

In this MasterClass webinar, we dive deeper into the One Dashboard.  This session is intended to teach Q360 Users how to maximize value and impact of the information provided by the One Dashboard.  Learn more about forecasting meetings, One Dashboard trend identification, and common course corrections. ​

Hosts: Joel Harris, Brad Malone and Tofiq Indawala

This webinar was recorded on April 23, 2025.  View or download slide deck here

Agenda:

1. Introduction | One Dashboard Forecasting Meetings | 03:37
   1. Purpose | 05:21
   2. Timing | 07:17
   3. Agenda | 08:24
2. Poll 1: What is your current forecasting / alignment situation? | 11:37
3. One Dashboard Views | 14:01
   1. Project Forecast Snapshot | 14:01
   2. Backlog Only | 17:41
   3. Backlog with Opportunities | 18:18
4. Poll 2: How are you currently planning out next month’s actions?  | 19:13​
5. Typical Scenarios | 21:36
   1. Bubble | 24:57
   2. Forecast will achieve target | 30:40
   3. Profit does not achieve plan – Backlog Only | 32:33
   4. Profit does not achieve plan – Beyond Current Backlog | 36:07
   5. Profit is excessive – Backlog Only | 39:00
   6. Profit is excessive – Future Sales | 42:36
6. Poll 3: My top two next steps are…​ | 45:43
7. Summary | 47:32
8. Q & A | 49:05 No questions submitted this MasterClass, general disucssion
9. Poll 4:  Would you like to be contacted regarding further training on maximizing your Executive Team’s ability to use the forecasting capabilities of your One Dashboard?​​
10. Wrap Up and References | 52:30

Q&A: No questions submitted this MasterClass

Interested in learning more?

• One Dashboard I v24.01 (February 19, 2025)
• One Dashboard II v24.01 (March 26, 2025)
• Key Reports I – for Executives (Sept 14, 2022)​
• Key Reports II – for Sales and Operations (Feb 8, 2023)​
• WBS I (Feb 9, 2022), WBS II (March 16, 2022) and WBS III (April 13, 2022)​
• Sales within Q360, PM within Q360 and Service within Q360 training (reach out to your CSM)