Strategy
The Strategy tab answers the questions engineering leaders ask most: is planned time going where the strategy says, which projects are in trouble, and how is headcount moving. There’s nothing to set up beyond choosing the dates.
Read the Strategy tab
- Go to Insights → Analytics & reporting → Strategy. The page is headed Strategy Analytics.
- Choose the dates with the period control at the top. Every chart uses them.
- Read the charts:
| Chart | What it shows | What to look for |
|---|---|---|
| Effort by Strategic Driver | Planned FTE across your strategic drivers | Whether planned time matches your priorities |
| Project Health Matrix | Each project’s timeline against its budget | Projects that are behind, over budget, or both |
| CapEx/OpEx Alignment | Planned FTE each month by cost category | How much planned time is on capitalisable work |
| Headcount Bridge | Headcount at the start and end of the period, and the moves in between | How headcount changed |
| Skills Supply vs Demand | Role availability against what’s needed | Where you’re short of people for the roles you need |
| Leave & Bench | When employees are away | Who is away, and when |
Effort by Strategic Driver and CapEx/OpEx Alignment show planned time from allocations, not reported effort. Cost categories come from each project’s cost centre; see Organisation basics.
Strategic drivers are the drivers on your projects. Effort by Strategic Driver shows where time is planned. A project’s Value tab shows whether that work moved its drivers. See Show what a project returns.
What happens next
- To keep a view like one of these to hand, add a template or build a report, and put it on a dashboard.
- For the cost side, see Financial.
- To see what delivery returned, follow Measure what delivery returns.
If something’s not right
Leave & Bench is missing. You need access to see employees. Ask your Flowstate admin.
A chart is empty. Check the dates, and that people are allocated to projects in that period.