View and manage identified opportunities
The Opportunities dashboard provides a consolidated view of all submitted use cases, regardless of their current status: draft, under review, in progress, deployed, or deferred. Users can track the number of opportunities by priority level, department, score and G&O mapping. Filters allow you to narrow down results by department, business unit, priority, or status. You can also create new opportunities or bulk import them using the provided template.
To access the Opportunities dashboard, click the binocular icon in the left sidebar of the CoI platform. The dashboard offers a comprehensive overview of all submitted use cases, irrespective of their current status.
Key features of the opportunities dashboard
Centralized use case view: All submitted use cases, whether in draft, under review, in progress, deferred, or deployed status, are displayed in a single, scrollable table. This provides a unified workspace for tracking the progress and status of every initiative.
Opportunity metrics: The top panel gives a snapshot of key metrics, which include:
Total opportunities: Count of all submitted use cases.
High priority: Number of use cases marked as high priority.
Deployed use cases: The total number of use cases that have been fully deployed.
High priority progress: Indicates how many high-priority use cases have reached the deployed stage (shown as progress out of total).
Department-wise breakdown: Visual blocks or charts categorize opportunities by department and associated business function. This helps stakeholders understand where the most activity or gaps exist across the organization.
G&O mapping: Displays how many opportunities align with key strategic goals—such as optimize, innovate, compliance and safety—offering insight into strategic focus and distribution.
Filter controls for targeted views: Dropdown filters allow users to drill down into specific sets of use cases based on:
Department
Business unit
Use case priority (high, medium, low)
Status (e.g., draft, in progress, etc.)
These filters help refine visibility for operational teams, leadership, or functional heads based on their areas of interest.
How to add new opportunities: Create or import options
You can add use cases to the Opportunities dashboard in two ways: individually or in bulk.
Create a new opportunity: Click the ‘Create’ button on the top right to submit a single use case. This opens the ‘Create New Use Case/Opportunity’ page, where you can enter your requirement and select all relevant details such as department, business unit, priority, and G&O mapping.
Import multiple opportunities: To add multiple opportunities at once, use the ‘Import’ option on the Opportunities dashboard. This process helps users avoid manual, one-by-one submissions. To import opportunities:
Click ‘Import’: Opens a pop-up screen titled Import Opportunities.
Download template: From the pop-up screen, click ‘Download Template’ to get a pre-formatted Excel file. The sheet includes the following headers: description, department, sub-department, priority, objective, score (ICE score), urgency, and status. These fields must be filled out for each opportunity you want to upload.
Fill in the template: Enter one opportunity per row. Use valid entries for each field to match values configured during company setup (e.g., Department names, G&O mapping terms, etc.).
Upload the file: Return to the 'Import Opportunities' window and upload the completed file in XLS or CSV format.
Submit for import: Click ‘Import’ to process the file.
Switch to single entry (optional): If you prefer to add one opportunity instead, use the ‘Click here’ link at the bottom of the window. It redirects you to the standard ‘Create New Use Case/Opportunity’ page.
How to update data
To ensure that each use case reflects its most current status, you can update key details using the ‘Update Data’ option. In the ‘Identified Opportunities’ table, locate the use case you want to revise and click on the three horizontal dots at the end of its row. This opens a menu with two options: Update Data and Delete.
Click ‘Update Data’ to launch a pop-up window titled “Update Data”. This interface enables you to revise the following fields for the selected use case:
Status – Update the deployment status (e.g., ‘Draft’ or ‘Under Review’).
ICE Score – Use the dropdowns to assign values between 0 and 10 for each ‘Impact’, ‘Confidence’, and ‘Ease’. The ‘ICE Score’ is automatically calculated as the average of these three values. For example, if impact = 10, confidence = 9, and ease = 9, the ICE Score will show 9.3.
Urgency – Select the applicable urgency level from the dropdown:
Immediately
Within 1 month
Within 2 months
Within 6 months
Within 1 year
Within 2 years
Once you’ve made the necessary updates:
Click ‘Save’ to apply the changes.
Click ‘Cancel’ to close the window without saving.
How to delete an opportunity
To delete a use case, go to the ‘Identified Opportunities’ table, find the relevant row, and click the three-dot menu at the end of that row.
Select ‘Delete’ and a confirmation pop-up will appear.
In the pop-up, type DELETE and press ‘Confirm’ to remove the use case from the list permanently.
You can also press ‘Cancel’ to close the confirmation pop-up without making any changes.
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