Configuration
Settings
Configure the building blocks of the EXCO operating system.
KPI Categories
Used across the KPI dashboard and reporting.
Customer Success
Delivery
Finance
Operations
People
Product
Sales
Departments
SharePoint People list department values.
Strategic Cycles
Annual and quarterly cadence.
FY2026
Q2 2026
Q3 2026
Q4 2026
Q1 2027
Meeting Cadence
Default EXCO operating rhythm.
Weekly EXCO
Mon 08:00 – 10:00
Monthly Strategic Review
Last Fri 09:00 – 12:00
Quarterly Off-site
Mid-quarter, 2 days
Task Priorities
Used for sorting and SLA workflows.
Low
Medium
High
Critical
Document Types
Tag SharePoint documents on upload.
Strategy
Tender
Minutes
Report
Contract
Policy
Pack
Status Labels
Used by initiatives, tasks, decisions and risks.
On Track
At Risk
Off Track
Complete
Active
Under Review
Superseded
User Roles & Permissions
Mapped to Microsoft Entra ID groups.
EXCO Member
Full read · own write
6 users
CEO
Full read & write · approve decisions
1 users
Office Manager
Manage meetings, agendas, minutes
1 users
Viewer (Board)
Read-only dashboards & decisions
1 users