Analytics Dashboard

The Analytics Dashboard provides real-time insights into your team's productivity, task completion, and project progress. Customize your view with widgets that matter most to your workflow.

Dashboard Components

Your analytics dashboard displays key metrics through interactive widgets:

Available Widgets:

• Task Completion: Daily, weekly, and monthly completion rates
• Team Activity: Individual and team productivity metrics
• Project Progress: Status across all active projects
• Time Tracking: Estimated vs. actual time analysis
• Overdue Items: Tasks past their due dates
• Workload Distribution: Task assignments across team members
• AI Agent Performance: Automation impact and efficiency
• Custom Metrics: Build your own tracking widgets

Each widget updates in real-time as your team works.

Prerequisites

Required role: Any (Members see team metrics, Admins see organization-wide data) Plan requirements:

• Free: Basic widgets (7-day history)
• Pro: All widgets (90-day history)
• Enterprise: Advanced widgets with unlimited history

Accessing the Dashboard

Navigate to the analytics dashboard:

1. Click "Analytics" in the left sidebar
2. The Overview Dashboard loads automatically
3. Select time range using the date picker (top-right)
4. Switch views between:

• Overview (default)
• Tasks
• Team
• Projects
• Custom

Understanding Key Metrics

Task Completion Rate

Shows the percentage of tasks completed on time:

Calculation:

Completion Rate = (Completed Tasks / Total Tasks) × 100

What to track:

• Green (80-100%): Healthy completion rate
• Yellow (60-79%): Room for improvement
• Red (below 60%): Review workload and priorities

Factors affecting completion rate:

• Realistic due dates
• Proper task sizing
• Team capacity
• Unexpected blockers

Average Completion Time

The average duration from task creation to completion:

Insights:

• Identify bottlenecks in your workflow
• Estimate future task timelines
• Compare different task types or projects
• Track improvements over time

Breakdown by:

• Priority level (High, Medium, Low)
• Task type (Bug, Feature, Enhancement)
• Project
• Assignee

Velocity Trends

Tracks the number of tasks completed per week:

Uses:

• Sprint planning and capacity estimation
• Identifying productivity patterns
• Forecasting project completion
• Measuring process improvements

Trend analysis:

• Upward trend: Increasing efficiency
• Downward trend: May indicate workload issues or complexity increase
• Flat trend: Consistent, predictable output

Customizing Your Dashboard

Adding Widgets

Build a dashboard that matches your needs:

1. Click "+ Add Widget" button
2. Choose widget type from the gallery:

• Metrics (numbers and percentages)
• Charts (line, bar, pie)
• Tables (detailed data views)
• Heatmaps (activity patterns)

3. Configure widget:

• Title: Custom name for the widget
• Data source: What to measure
• Filters: Narrow down the data (project, assignee, date range)
• Display options: Colors, size, chart type

4. Preview your configuration
5. Click "Add to Dashboard"

The widget appears on your dashboard immediately.

Organizing Widgets

Arrange your dashboard for optimal viewing:

Drag and Drop:

• Click and hold widget title bar
• Drag to new position
• Release to place

Resize Widgets:

• Hover over widget corner
• Drag to resize (widgets snap to grid)
• Minimum and maximum sizes vary by widget type

Widget Actions:

• Refresh: Update data manually
• Download: Export widget data as CSV or PNG
• Duplicate: Create a copy to modify
• Remove: Delete from dashboard

Saving Dashboard Layouts

Create multiple dashboard configurations:

1. Customize your dashboard with widgets and layout
2. Click "Save Layout" in the top-right
3. Name your layout: e.g., "Weekly Review", "Sprint Planning", "Executive Summary"
4. Set as default (optional)

Switch between layouts:

• Click the layout dropdown
• Select saved layout
• Dashboard instantly reconfigures

Dashboard Views

Overview Dashboard

The default view showing high-level metrics:

Included widgets:

• Tasks completed this week
• Completion rate trend (30 days)
• Overdue tasks by priority
• Top 5 most productive team members
• Project progress summary
• Upcoming deadlines (next 7 days)

Best for: Daily standups and quick status checks

Task Analytics Dashboard

Deep dive into task metrics:

Included widgets:

• Completion rate by project
• Average time to complete
• Tasks by status (Kanban view)
• Task creation vs. completion trend
• Priority distribution
• Custom field analytics

Best for: Project managers tracking deliverables

Team Performance Dashboard

Focus on individual and team productivity:

Included widgets:

• Tasks per team member
• Completion rate by person
• Workload balance heatmap
• Collaboration metrics (comments, mentions)
• Response time averages
• Availability status

Best for: Team leads managing capacity and distribution

Project Progress Dashboard

Track all projects in one view:

Included widgets:

• Project completion percentages
• Burndown charts for each project
• Milestone tracking
• Resource allocation
• Budget vs. actual (if using cost tracking)
• Risk indicators

Best for: Program managers overseeing multiple initiatives

Real-Time Updates

Dashboard data refreshes automatically:

Update frequency:

• Live widgets: Update as events occur (task completions, status changes)
• Calculated metrics: Refresh every 5 minutes
• Historical trends: Update hourly
• AI agent analytics: Update every 15 minutes

Manual refresh:

• Click the refresh icon on any widget
• Press Cmd/Ctrl + R to refresh all widgets
• Refresh happens automatically when you return to the tab

Advanced Dashboard Features

Filtering and Drill-Down

Narrow down your data:

Global filters (affect all widgets):

1. Click "Filters" in the dashboard toolbar
2. Add filter criteria:

• Date range (today, this week, this month, custom)
• Projects (select one or many)
• Team members
• Tags and labels
• Priority levels
• Custom fields

3. Apply filters
4. Dashboard updates to show filtered data

Widget-specific filters:

• Click widget settings icon
• Set filters that apply only to that widget
• Useful for comparing different segments

Drill-down:

• Click any data point in a chart
• View underlying tasks or details
• Navigate to filtered task list
• Return to dashboard with back button

Comparative Analysis

Compare periods or segments:

Time comparison:

1. Select widget settings
2. Enable "Compare to previous period"
3. Choose comparison type:

• Previous week
• Previous month
• Same period last year

4. View side-by-side or overlay comparison

Segment comparison: Compare performance across:

• Different projects
• Team members
• Task types
• Priorities

Results show in split view or combined chart.

Dashboard Sharing

Share dashboards with stakeholders:

Internal sharing:

1. Click "Share Dashboard" button
2. Choose recipients:

• Specific team members
• All organization members
• Read-only access

3. Send link or email invitation

External sharing (Enterprise only):

1. Click "Generate Public Link"
2. Configure permissions:

• View only (no editing)
• Password protection
• Expiration date

3. Copy and share the secure link

Shared dashboards update in real-time for all viewers.

Scheduled Reports

Automate dashboard delivery:

1. Click "Schedule Report"
2. Configure schedule:

• Frequency: Daily, weekly, monthly
• Day and time: When to send
• Recipients: Email addresses

3. Choose format:

• PDF snapshot
• Excel data export
• Link to live dashboard

4. Save schedule

Reports are emailed automatically at the specified time.

Dashboard Use Cases

Use Case 1: Daily Standup Dashboard

Goal: Quick team sync on current status

Widgets:

• Tasks completed yesterday
• Tasks in progress today
• Blocked tasks needing attention
• Overdue items by person
• Upcoming deadlines (next 3 days)

Usage: Display on shared screen during daily standup. Team reviews metrics and discusses blockers.

Use Case 2: Sprint Review Dashboard

Goal: Demonstrate progress to stakeholders

Widgets:

• Sprint burndown chart
• Completed vs. planned story points
• Velocity trend (last 5 sprints)
• Quality metrics (bugs found/fixed)
• Team happiness/capacity indicator

Usage: Share read-only link with stakeholders. Present during sprint review meetings.

Use Case 3: Executive Summary Dashboard

Goal: High-level overview for leadership

Widgets:

• All projects completion percentage
• Resource utilization
• Budget tracking
• Risk indicators
• Key milestone status
• AI automation impact (time saved)

Usage: Scheduled weekly PDF report to executives. Monthly review meeting reference.

Use Case 4: Personal Productivity Dashboard

Goal: Individual performance tracking

Widgets:

• My tasks completed this week
• My average completion time
• My workload vs. team average
• My response time to comments
• Goals and progress

Usage: Personal reference for 1-on-1s and performance reviews. Set personal improvement goals.

Troubleshooting

Dashboard Not Loading

Common causes:

• Large dataset (thousands of tasks)
• Too many widgets simultaneously
• Network connectivity issues
• Browser cache problems

Solutions:

1. Reduce date range to last 30 days
2. Remove unused widgets
3. Refresh browser
4. Clear cache and cookies
5. Try different browser

Metrics Don't Match Expectations

Check:

• Global filters are configured correctly
• Date range includes all relevant data
• Timezone settings are correct
• Custom field mappings are accurate

Fix:

1. Clear all filters and reapply
2. Verify widget configuration
3. Check data source settings
4. Compare with task list to validate

Widgets Not Updating

Verify:

• Auto-refresh is enabled (settings)
• You have stable internet connection
• Browser allows real-time updates
• No ad blockers interfering

Fix:

1. Click manual refresh button
2. Toggle auto-refresh off and on
3. Reload dashboard page

Shared Dashboard Shows Different Data

Explanation: Viewers see data based on their permissions. Users can only view analytics for projects and tasks they have access to.

Solution: Ensure recipients have appropriate project access, or use filtered views that only show data they should see.

Best Practices

Start Simple Begin with the Overview Dashboard. Add custom widgets as you identify specific needs.

Align with Goals Choose metrics that directly support your team's objectives. Avoid vanity metrics that don't drive decisions.

Regular Review Cadence Schedule consistent dashboard reviews:

• Daily: Quick status check (5 minutes)
• Weekly: Deep dive with team (30 minutes)
• Monthly: Trend analysis and planning (1 hour)

Actionable Insights Every metric should answer a question or inform a decision. If a widget doesn't drive action, remove it.

Role-Based Dashboards Create different layouts for different roles:

• Individual contributors: Personal productivity
• Team leads: Team performance and capacity
• Executives: High-level progress and ROI

Combine with Context Metrics tell you what is happening, but team discussions reveal why. Use dashboards to start conversations, not replace them.

Watch for Patterns Look for trends over time rather than focusing on daily fluctuations. Patterns reveal systemic issues or improvements.

Keep It Current Update widget configurations as your team's focus changes. Archive old layouts rather than cluttering your active dashboard.

Related Documentation

• Task Analytics - Detailed task metrics
• Team Performance - Team productivity analysis
• Custom Reports - Build custom reports
• Project Analytics - Project-specific analytics
• AI Agent Analytics - Agent performance tracking

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Questions about analytics? Check our FAQ or contact support.