- Cadence Details
- Progress and Conversion Charts
- Companies in Cadence Table
- Account Table Actions
- Remove or Move Accounts
- Export Dataset
Cadence Details
The cadence details page will show overall cadence performance, milestones, and a full list of all accounts in each status. Under the cadence title, you can see the Module, whether or not email notifications are enabled, and the start and end dates.
Progress and Conversion Charts
These two charts provide an overview of your facilities’ stage progress. Understand the percent of suppliers at each milestone, and how well they’re converting on to the next, at each stage – from creating a Worldly account all the way to sharing their data back with your company.
The Progress bar chart displays a count of accounts per module status in your cadence. The count is shown above each status bar. The percentage is calculated from the total number of expected accounts. Click Download Image to export an image file for this chart.
The Conversion chart shows the account conversion through the various adoption stages, starting from no Worldly account through each module status, all the way through to finalized module verification. Click Download Image to export an image file for this chart.
Tip: Use the filters above the table below the charts to narrow the data displayed in the chart and the table.
Companies in Cadence Table
At the bottom of your Cadence Details page, you will find a list view of the accounts in your cadence.
You can customize the table layout, by hiding/unhiding specific fields (columns). Click the “Hidden Columns” to view the menu of table fields available to display. An open eye icon indicates a visible table field, and an eye with a line indicates the table field is hidden. Clicking a field will either remove or add it to the table.
You can save and label table views. Once you have saved a table view, you can access it from “My Saved Columns”.
Account Table Actions
Filters are available for some of the account table fields. Use these filters to find specific accounts within your adoption cadence population.
Batch select options are available.
When you apply filters to the list in this table, the charts (bar and funnel) above change to reflect the filtered dataset.
Remove or Move Accounts
When you’ve selected at least one account from the list, you have two options. You can “Move to Cadence” which will transfer that account to another cadence, or you can click ”Remove” and the account will be removed.
You will be required to confirm the action of removing a company, or select which cadence to relocate the company to. Click confirm and the action will be executed.
Export Dataset
Download your Cadence data - The CSV export file contains a list of account names, their Worldly IDs, owner/admin account user emails, module, module type, module completion status, module share status, module progress percentage, and verification information.
Another way to export the cadence data is from the Cadence Overview page on your adoption tool dashboard. Click the download all button to download a CSV file of all the active cadences in the overview table (in one file).
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