Turn strategy into measurable progress
Upbooks Vantage brings strategic plans, balanced scorecards, KPIs, strategy maps, and projects into one workspace—so leadership sees the plan and execution without switching tools.
✓ Single strategy truth • ✓ Line of sight from KPIs to objectives • ✓ Governance built for enterprise scale
Everything strategy and performance needs in one place
Core capabilities from sign-in and plans to KPIs, scorecards, and projects—browse screenshots on each card
Sign In & Account
Sign in with email and password or OTP. Secure access for your team across organizations.
Dashboard
Summary cards, strategic insights, performance heatmaps, forecasts, and quick actions—built for leadership reviews.
Strategic plans
Portfolio of plans with progress, RAG health, timelines, strategy map and scorecard tabs, exports, and activity.
Create plan & import
Step-by-step wizard: upload spreadsheets, map columns, validate rows, then commit—fewer errors at scale.
Strategy map
Interactive objectives by perspective with cause-and-effect links, exports, and governed link rules.
Projects
Initiatives, milestones, and tasks linked to strategic objectives so delivery ladders to goals.
KPIs
Targets, actuals, variance, health, trends, and ownership—with charts and exports where enabled.
Balanced scorecards
Perspectives, objectives, and metrics by department—aligned to how boards discuss strategy.
Sign In & Account
Secure access the way your organization expects
- Sign in with email and password or with a one-time password (OTP) where enabled
- Token-based sessions with refresh so people stay signed in during real work
- Logout from the profile menu when using shared or public devices
Why it helps your business
Simple paths to sign-in reduce friction while keeping sessions appropriate for enterprise use.
Dashboard
Your home base after you select an organization
- Summary cards for strategic health, KPI performance, alignment, and risk—with trend context vs prior periods
- Tabs for strategic insights, performance heatmaps, forecasts and trends, and an overview with activity and quick actions
- Supports quick standups and deeper quarterly reviews in one place
Why it helps your business
Leadership gets orientation and drill-down without exporting charts to slide decks for every meeting.
Strategic plans
Portfolio of plans: list, monitor, and drill in
- List view with name, dates, progress, and RAG-style health; search when many plans exist
- Plan detail: overview, embedded strategy map, scorecards by department, and an activity feed
- Create, export (e.g. PDF), and lifecycle actions such as clone or archive where permissions allow
Why it helps your business
Narrative, time horizon, and measurable status stay tied together so governance matches execution.
Create plan & import data
Guided import instead of retyping spreadsheets
- Wizard flow: import type, file upload, column mapping, row validation, then commit
- Surfaces errors and warnings before data hits scorecards and KPIs
- Speeds onboarding when strategy data already lives in Excel or other tools
Why it helps your business
Faster rollout and fewer bad numbers that would otherwise require painful rework.
Strategy map
Visual map of objectives and how they connect
- Objectives in lanes by strategic perspective with cause-and-effect links
- Switch plans, open objective detail, create objectives where allowed, and export for board packs
- Link mode respects perspective and dependency rules so the map stays coherent
Why it helps your business
Teams trace downstream impact when an upstream objective slips—less debate from memory.
Projects
Execution linked to strategy
- Projects with dates, owner, status, progress—and links to strategic objectives where configured
- List filters by status and plan; overview, milestones, and tasks for each project
- Jump to linked objectives and export project reports when enabled
Why it helps your business
Strategy stops living only in slides when delivery work is visible in the same context as goals.
KPIs
Targets, actuals, variance, health, and trends
- KPIs tied to objectives and perspectives with named owners and RAG-style health
- Search and filters by owner, status, perspective, and objective; parent/child metric structure where used
- Chart and table views with MTD/YTD when data supports it; exports where allowed
Why it helps your business
Accountability needs owners and direction of travel—not a single static month snapshot.
Balanced scorecards
Perspectives, objectives, and metrics in one view
- Select strategic plan and department (or unit) to compare teams without duplicate entry
- Each perspective shows objectives with progress, health, and linked project counts
- Objective drill-through to deep-detail pages used across the product
Why it helps your business
Matches how boards and leadership already discuss strategy while making ownership concrete by unit.
From plan to delivery
Sign in → Dashboard → Strategic plans → Strategy map & scorecards → KPIs & projects
Sign in
Dashboard
Plans
Map & scorecards
KPIs
Projects
What organizations gain
Outcomes when strategy, metrics, and delivery live together
Single strategy truth
Plans, scorecards, maps, and KPIs stay connected instead of scattered across files.
Faster decisions
Health, heatmaps, and trends show where to act—not just what happened last period.
Aligned execution
Projects and tasks trace to objectives so teams see how work supports company goals.
Governed scale
Imports, integrations, roles, ownership, and audit-oriented areas support real enterprises.
Stakeholder-ready outputs
Exports reduce manual rebuild of charts for boards, investors, and internal reviews.
Multi-company context
Pick and switch the active organization so reporting stays scoped and clear.
Ready to run strategy on one connected platform?
Upbooks Vantage is part of the Upbooks enterprise suite. Contact us for demos, security review, and rollout planning.
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact Sales