Track Your Strategic Decisions

The Decision Tracker keeps a running log of the strategic decisions your organization is making — what's being decided, who owns it, where it stands, and whether it's on time. Logging decisions here lets Fortis Pulse measure your decision velocity and helps your advisor spot decisions that are stalling. This guide covers viewing your decisions and adding a new one.

💡 Tip — Who can use this Available to all clients. Find it under Decision Tracker in the left-hand menu.

Quick reference

Step 1 — View and update your decisions

Click Decision Tracker in the sidebar. You'll see a list of your logged decisions, each showing its description, category, owner, deadline, and current status.

From here you can:

• Filter and search — narrow the list by typing a search term, or filter by status (In Progress, Pending, Implemented, Abandoned) or owner.
• Change a status — use the inline status dropdown on any row to update where a decision stands.
• See urgency — decisions past their deadline are highlighted so you can spot what's overdue at a glance.
• Delete a decision you no longer need (via the row's more menu).

📝 Note — Decision velocity On higher tiers, a velocity panel summarizes how quickly your organization makes decisions — your throughput against your reporting cadence, on-time percentage, and average cycle time — plus a list of any decisions that have gone stale past their deadline.

Step 2 — Add a new decision

Click New Decision. A form opens where you describe the decision you're logging.

Fill in:

• Decision Description (required) — what's being decided.
• Strategic Classification — the category or pillar it relates to.
• Executive Owner (required) — who's accountable for it.
• Current Status — where it stands right now.
• Deadline (required) — when it needs to be decided or implemented.

Click Save (or the equivalent) to add it to your list. The new decision appears immediately and starts counting toward your decision velocity.