Cards by phase
Understand how work is distributed across the stages of a workflow.
Dashboard & analytics · operational intelligence
Transform workflow data into clear, actionable insights with customizable dashboards, powerful widgets, and flexible analytics. Monitor performance, identify trends, understand workloads, and give every team the visibility needed to make better decisions.

See the metrics that matter
Dashboard & Analytics brings workflow data into one place so teams can track progress, team performance, business metrics, workloads, and emerging trends through configurable visualizations.
Make complex data easier to understand by putting the right context in front of the people who need to act.
Start with ready-to-use analytics for common workflow questions.
Build metrics around the questions specific to your organization.
Organize widgets into dashboards for teams, projects, or objectives.
Monitor changing workloads, progress, and performance without stale snapshots.
Start with ready-to-use analytics
Standard Widgets give teams immediate visibility into workflow health, work distribution, performance, and commitments.
Understand how work is distributed across the stages of a workflow.
See the percentage of work currently held in each phase.
Compare allocation across team members and identify uneven workloads.
Monitor completion, cycle time, SLA compliance, throughput, and key counters.
Choose the visualization that explains the data
Different questions need different presentations. Custom Widgets let teams choose the visualization that best explains the information.
Compare categories, rankings, teams, departments, or time-based changes.
Reveal trends, patterns, and changes across time.
Present detailed records or put headline KPIs front and center.
Build analytics around your own questions
Choose your data, select a visualization, configure how the information should be analyzed, and create a widget tailored to the requirement.
Start with the workflow information relevant to the question.
Use a chart, table, or counter that makes the result readable.
Define how the data should be grouped, compared, or summarized.
Turn the result into a reusable view for the people who need it.
Design dashboards around the way teams work
Custom Dashboards let teams create focused views for specific projects, departments, roles, or business objectives. Organize widgets so the most important information is immediately visible.
Start a workspace around the team, project, department, or objective it needs to serve.
Combine standard and custom widgets to bring the relevant metrics into one view.
Narrow the dashboard to the team, project, period, or workflow area under review.
Keep changing workloads, progress, and performance visible as work evolves.
From data to action
Use standard widgets to understand workflow health and current performance.
Filter the data and create a custom widget around the metric that matters.
Arrange the relevant widgets into a dashboard for a team or objective.
Use current insight to respond to bottlenecks, trends, and opportunities.
Track performance and trends in real time
Real-time analytics help teams monitor what is happening now instead of relying on outdated snapshots.
Understand how people and teams are performing across their work.
Identify delays, bottlenecks, cycle-time changes, and throughput patterns.
Keep the metrics that guide operational decisions visible and current.
Recognize recurring patterns and changes that reveal opportunities or problems.
Turn analytics into action
The value of analytics is not displaying more charts. It is helping teams decide what to do next.
Use live workflow data to make informed operational choices.
Understand teams, workflows, and processes over time.
Build dashboards around the metrics each team needs to see.
Take analytical information into reports, spreadsheets, and presentations.
Start with Standard Widgets, create Custom Widgets, and organize the metrics your teams need into personalized dashboards.