https://store-images.s-microsoft.com/image/apps.17389.84e5a7bd-8dba-433b-9298-408e92fa49cf.0d6adda1-3d51-4eb4-8d07-717b33cd42ba.2de4e4ce-5b7c-4300-938f-ddbda658b81c

Performance Management Flow Chart - ChartPad

by ChartPad

Microsoft PBI Certified
(1 ratings)
Download SampleInstructions

Monitor performance and KPIs in a single organizational chart

Monitor performance and process flows in a single organizational chart. Perfect for visualizing and monitoring performance, supply chains, and distribution processes.

Unlock the power of hierarchical performance tracking. The Performance Management and Monitoring Flow Chart combines the structure of a flow diagram with the analytical power of a KPI dashboard. It is the ultimate tool for visualizing how performance cascades through your organization, production line, or financial structure.

Who is this for?

  • HR & Operations Managers: Who need to track employee or departmental efficiency across complicated organizational structures.
  • Executive Leadership: Who require a bird’s-eye view of organizational health to make rapid, informed strategic decisions.
  • Financial Analysts: Breakdown budgets vs. actuals across departments or cost centers.
  • Operations & Manufacturing Managers: Visualize production lines, identify bottlenecks, and track defect rates across process stages.
  • Supply Chain Leads: Monitor vendor performance and logistics flow in a hierarchical view.
  • Project Managers: Track task completion status across complex workstreams.

Instantly identify which branch of your business is underperforming (Red/Negative) or exceeding targets (Green/Positive) without digging through tables.

Key Features:

  • Intelligent Variance Analysis: colour-coded KPI indicators based on performance (traffic light system).
  • Search: quickly filter and highlight items
  • Photos: show employee portraits or product images
  • Flexible Layouts: Switch instantly between Top-Down (Organizational View) and Left-to-Right (Process View) with a single click.
  • Swimlane Support: Group nodes into vertical or horizontal swimlanes to compare performance across departments or time periods.
  • Smart Navigation: Features "Expand/Collapse All" and "Focus Mode" to manage large, complex datasets easily.
  • Advanced Interactivity: Full support for cross-filtering (filtering other visuals) and multi-selection.
  • Customizable Targets: Define specific target measures to drive dynamic formatting and variance calculations.
  • Dark mode: match your company's brand and corporate identity with dark mode.

All visual features can be tested for free, but a valid license is required for all users and viewers. Licenses must be assigned to individual users in the same way as Microsoft 365 product licenses. Notifications will appear on unlicensed visuals.

Please contact hello@chartpad.io to report bugs or request features.

Visual capabilities

This visual is certified by Power BI

At a glance

https://store-images.s-microsoft.com/image/apps.29302.84e5a7bd-8dba-433b-9298-408e92fa49cf.0d6adda1-3d51-4eb4-8d07-717b33cd42ba.8e39d6b4-b6a1-4d1a-b6a3-d2191489946a
https://store-images.s-microsoft.com/image/apps.22404.84e5a7bd-8dba-433b-9298-408e92fa49cf.0d6adda1-3d51-4eb4-8d07-717b33cd42ba.15bfef0d-e793-4265-bfe1-163986644f9c
https://store-images.s-microsoft.com/image/apps.18768.84e5a7bd-8dba-433b-9298-408e92fa49cf.0d6adda1-3d51-4eb4-8d07-717b33cd42ba.9c63172e-78c1-49ba-bd12-695d0bfedad7
https://store-images.s-microsoft.com/image/apps.25673.84e5a7bd-8dba-433b-9298-408e92fa49cf.0d6adda1-3d51-4eb4-8d07-717b33cd42ba.fb359412-249a-4335-a687-0c1ac1984276
https://store-images.s-microsoft.com/image/apps.3598.84e5a7bd-8dba-433b-9298-408e92fa49cf.0d6adda1-3d51-4eb4-8d07-717b33cd42ba.54881d44-7b58-4ef8-8c4e-25abbcb65a54