Performance Management Flow Chart - ChartPad

Visualize and monitor performance and process flows in a single interactive view. Perfect for monitoring organizational 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).
• 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.

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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, request features, or discuss licensing options (e.g. domain-wide licensing).