Action plans dashboard

Use action plans to group related tasks into a framework for easier planning, management, and tracking. The action plan dashboard provides a structured summary of ongoing and recently initiated action plans.

The action plans dashboard is made up of two key pages: the Action plan overview page, which provides a summary of all plans, and the action plan details page, which displays specific information and progress for each individual plan.

Action plan overview

The Action plan overview page provides a structured summary of ongoing and recently initiated action plans and contains the following information and actions:
  • Information:
    • Action plan metrics - The total number of active action plans, the plans that were initiated in the last 30 days, and the plans that were completed within the current year.
    • Action plan details - Each plan includes a title, progress indicator, assigned owner, and a defined start and end date.
  • Actions:
    • Search for specific action plans by name and switch between views of active and completed plans.
    • Apply a filter to narrow results based on the options that are shown in the filter panel, such as Action plan type and Assignee.
    • Create an action plan by choosing a template or applying custom filters to define criteria. For more information, see Creating action plans.

Action plan details

The Action plan details page helps you monitor the execution of the action plan, evaluate supplier responsiveness, and ensure alignment with broader organizational goals, such as data quality improvement.

When you open an action plan on the Action plan overview page, two tabs are displayed: Overview and Action plan list.

The Overview tab contains the following information and actions:
  • Information:
    • Summary overview - Provides a summary of the action plan, including its name, goal type, current status, number of products, and selection criteria, for example, missing PCF data. It also highlights key details, such as the start and end dates, the assigned owner, and the total spend for the selected products.
    • Product data - Summarizes the completeness of product-specific data and highlights how many products have supplier-submitted information and how many are still pending.
    • Supplier engagement- Tracks supplier participation and recent activity to assess involvement and identify where follow-up might be needed.
    • Visual charts - Displays key metrics over time, such as PCF submissions and supplier activity, to help identify trends and support data-driven decisions.
    • Action items list - Lists the key actions that are required in the plan, such as requesting missing data or updating records. Each action shows its status, for example, not started, pending, requiring approval, or completed, so you can track progress and see where follow-up is needed.
  • Actions:
    • Start actions to request data from one or more suppliers at the same time. For more information, see Starting actions.
    • Review the action responses and decide whether to approve or return the request for updates. For more information, see Reviewing action responses.
    • Monitor and update the status of action items to ensure timely completion and alignment with project goals. For more information, see Tracking action plan progress.
    • To close the action plan when all actions in the action plan are complete, select Action plan settings > Close action plan.
The Action plan list tab contains the following information and actions:
  • Information: A detailed and table-based view of all items in the action plan is shown.
  • Actions:
    • Filter and switch between views to focus on specific product segments, categories, or suppliers.
    • To support offline analysis or reporting, click Export all to download the full dataset to share with stakeholders or conduct deeper reviews.

How an action plan works

  1. Choose a template. The commodity manager starts by selecting a template that matches the goal, for example, improving emissions data by requesting Product Carbon Footprints (PCFs). The system provides a step-by-step interface to guide the commodity manager through the process.
  2. Apply and customize filters. The selected template automatically applies filters to identify relevant products and suppliers. Managers can customize these filters to narrow the focus, such as targeting suppliers in a specific region.
  3. Send data requests. After the target group is defined, the manager sends data requests either individually or in bulk. Bulk actions help streamline communication with multiple suppliers.
  4. Suppliers respond through the portal. Suppliers receive requests through the partner portal. They complete the required forms, provide the necessary data, and submit it by using the same platform.
  5. Track request progress. The system tracks each request from submission to final approval. Managers can monitor progress on an overview page, which includes supplier engagement metrics such as last login and submission dates.
  6. Review and approve data. Managers can review the submitted data and approve, reject, or provide feedback. Rejected submissions are flagged for updates in the partner portal.