Phase 7 · Planning and analysis
Step 1 of 7
5 min
Beginner
Strategy track — getting started
Purpose
Plan from the start; operational history helps calibrate goals, but 30 days are not required to access planning.
Step by step
- 1
Prepare mission, vision and values in Organizational Identity.
- 2
Analyze strengths, weaknesses, opportunities and threats in SWOT.
- 3
Define perspectives and objectives in BSC and prepare indicators and targets.
- 4
Break down actions with owners and deadlines and track the results.
- 5
Build a Dashboard with the available and authorized data; you do not need to configure every sales channel to start.
Access and availability
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.
Recommended next step
Organizational Identity — mission, vision and values