Add a chart view in airfocus

Written by:  Ashley M
Last updated:  

The prioritization matrix allows you to evaluate every item based on its value and its relative effort of implementation.

After you're done rating your items on the Table view you should move to the prioritization matrix on the Chart view and have an objective discussion with the team about what to include on the product roadmap. Note: Install the Priority Ratings app in order to enable Chart views.

Using the prioritization matrix

The prioritization matrix on the Chart view enables you to have an objective discussion with the team about what to include on the product roadmap.

It's pretty simple: The items that deliver the highest value and require the least effort will be the Quick wins for your roadmap. You find them in the top left of your chart. Make sure you focus on those first. In contrast to that, you'll find your low-value, high-effort projects in the bottom right.

You can rename your corner labels by clicking on them (e.g., "Quick wins" to "Low hanging fruits"), as airfocus is 100% customizable.

Find your "Quick wins" and "Low-value items" mapped out on a 2x2 chart that nicely complements your list of priorities (which is sorted by Focus score).

Discuss items that fall into the "Low value" and "Strategic" quadrants with your team and stakeholders.

Analyzing and discussing the prioritization matrix will empower you to make sustainable and more objective decisions about:

  • What to do and what not to do
  • What is (or should be) the status bucket of each item (you can visualize this by using Lanes on the Board view)
prioritization-matrix-example.png

Adding a custom Chart view

Chart views are included in a lot of our workspace templates. It's possible to create a custom chart view in case there is none yet in the workspace you're currently working in.

To add a Chart view to your workspace click on "All views" on the top of your workspace. Then, click on the "+" sign next to either "Views" or "Private Views".

select-all-views-dropdown-and-cick-plus-icon-next-to-public-or-private.png

In the dropdown menu look for "Chart". You can use different default display and filter options whenever you create a new Chart view. This is especially helpful when you want to create multiple charts with very specific information displayed on them.

select-chart-as-the-view-type-and-customize.png

Interpreting the bubbles

The bubbles are a visual representation of your items. They’re plotted on the chart based on your factor scores value (X) and effort (Y). The factor scores are computed priority values based on your inputs and the corresponding criteria weights.

The bubble sizes are based on the R factor and provide additional information to help you with your decisions.

Click on any item or item bubble to see a summary of the item.

Next steps

Now that you've made all these strategic decisions, you already have a clearly defined roadmap. Move to the Board view or the Timeline view to finalize the roadmapping.

Learn how to use the Board view or Timeline view.

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