Action Tracker

Impact Dashboard

Welcome

Select your name and enter the team PIN to see your action items.

Your name

Team PIN

Incorrect PIN or name not selected.

CEO / Leadership access →

CEO access

Enter the CEO PIN to access all actions across the full team.

CEO PIN

Incorrect CEO PIN.

← Staff access

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Action Tracker

Impact Dashboard

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Current meeting

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My actions

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Add action item

CEO-only private action

When enabled, this action is completely hidden from all staff. Only visible to you.

Action *

Assign to

Program / department

Source / meeting

Priority

Due date

Status

CEO flags

Note / context (optional)

Manage owners

Staff added here appear on the login screen name dropdown and in the Owner dropdown when assigning actions.

Add new owner

Full name *

Role / title

Email (for reminders)

Send action reminders

Send to

Filter actions

Dashboard link

Your name

Actions to include

Email preview

Select a recipient and at least one action to preview.

Change PINs

Important

After changing PINs, share the new team PIN with staff. Keep the CEO PIN private.

New team PIN (staff)

New CEO PIN

Leave a field blank to keep the current PIN unchanged.

Add KPI

KPI name *

Program / department

Assigned to (owner)

Unit type

Baseline (starting value)

Target *

Target date

Status

Description / how it is measured

Performance Evaluation

Auto-calculated scores (based on period)

Auto score: — —

Override with manual rating

Override score (0–100)

Override rating

CEO comments for this evaluation

Share this evaluation with the staff member (they will see it when they log in)

Export owner report

Select owner

Include in report

All assigned actions Notes & updates on each action KPIs assigned to this owner Performance evaluation (if saved)

Add board member

Full name *

Title / Role

Date joined board

Manage contribution areas

These are the areas you track for each board member every quarter. The 3 default areas are always shown.

Add custom area

Area name *

Metric description

Log contributions

Scoring guide

0 = None · 1 = Engaged (attended, contacted) · 2 = Active (produced something) · 3 = Producing outcomes (revenue, referral, funding closed)

Month

Year

Logged by

Additional notes