There a number of additional settings you can ask us to enable. Please contact us at support@opal3.com to discuss and/or enable.
A field called "Data Source" for users to indicate where the data comes from.
Compulsory completion of the Forecast field for financials.
The standard setup allows for an "Owner" and one "Reporting User" for each indicator. Both will have editing access and receive all reminders and escalations. In addition we can implement
one "Business Owner" field, where the relevant user has no reporting capability but remains informed about progress.
one or more additional "Reporting User" fields.
In addition to the three performance colours for completed records (green, yellow, red) you can choose to have a blue colour implemented, where blue indicates exceptional performance. You can make this choice available separately for non-financial, expected, financial and risk indicator types.
An approval process for the creation of indicators.
The default number of values shown after the decimal point, separately for the following non-financial types: Number, Percentage, Permillage, Currency.
A BCC email of all system generated emails to an address of your specification.
Customised labels for the update pages for the following:
General: Indicator Details, Supporting Information
Non-financials: Non-Financial Performance, Results, Non-Financial Status & Explanation
Expected: Future Performance, Future Status & Recommendation
Financials: Financial Performance, Budget, Annual Budget, Actual, Forecast, Financial Status & Explanation
Risks: Risk Analysis, Description of risk, Risk Profile, Suggested Action
Connections from Opal3 to any of your supporting tools, e.g., Controlled Document Systems, MS Power BI
Allow users editing access to indicators that they do not own, but are directly or indirectly link to an indicator that they own.
For risk management, enable users to change the impact category from one period to another.
Display financial values in 000s
Determine the landing page