Action Tracker — Impact Dashboard

Action Tracker

Impact Dashboard

Welcome

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

Your name

Team PIN

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or

CEO / Leadership access →

CEO access

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

CEO PIN

Incorrect CEO PIN.

or

← Staff access

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Action Tracker

Impact Dashboard

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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

Decision options (A / B / C)

Option A

Option B

Option C

Financial impact

Access impact

Staff load

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)

Archive

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)

Log contributions

Month

Year

Add board member

Full name *

Title

Email

Manage contribution areas

Add new area

Area name *

Metric

Add decision point

Decision required *

Context

Deadline

Owner

Options A / B / C

OPTION A

OPTION B

OPTION C

Impact projections

FINANCIAL

ACCESS

STAFF LOAD

Notes / Recommendation

Update scorecard metric

Values from your EHR, billing, or HR. Medicaid auto-pulls from KPIs.

Metric name

Current actual value

Target value

Unit

Trend

Lower is better (vacancy, no-show, wait time)

Add outcome notes

Record what happened as a result of this decision — for the permanent decision log.

Outcome notes

Action completed ✓

What was the final outcome?

This is a decision point — record for the CEO decision log

Decision outcome / What was decided?