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Dashoard Analytics

The Dashboard provides powerful analytics and insights into your organization's productivity, helping you understand task completion trends, team performance, and content creation patterns.

Overview

Your dashboard is the central hub for monitoring your organization's activity. It displays key metrics, visual charts, and recent activity all in one place, giving you instant insights into how your team is performing.

Key Features

Analytics Widgets

The dashboard includes several interactive widgets that provide different views of your data:

  • Overview Widget: Displays total counts for tasks, notes, and calls with completion percentages
  • Tasks Summary: Shows task completion rates and progress trends
  • Tasks Widget: Detailed breakdown of tasks by status (Backlog, To Do, In Progress, Review, Done)
  • Recently Viewed: Quick access to your most recently accessed tasks and notes

Time-Series Charts

Visual charts show activity trends over time, helping you identify patterns and track progress. The charts display:

  • Task creation and completion trends
  • Note creation activity
  • Overall productivity metrics

Time Period Filtering

Filter your analytics data by various time periods to get the insights you need:

  • Today: Current day's activity
  • Yesterday: Previous day's metrics
  • This Week: Current week's data
  • Last Week: Previous week's performance
  • This Month: Current month's overview
  • Last Month: Previous month's analytics
  • This Quarter: Current quarter's trends
  • Last Quarter: Previous quarter's data
  • This Year: Current year's metrics
  • Last Year: Previous year's overview
  • Last 7/30/90 Days: Rolling period analytics
  • Last 6 Months: Extended trend analysis
  • All Time: Complete historical data

Using the Dashboard

Accessing Your Dashboard

  1. Navigate to your organization's main page
  2. The dashboard is displayed prominently at the top
  3. All widgets load automatically with real-time data

Filtering Data

  1. Use the time period selector to change the data range
  2. Select from predefined periods or set custom date ranges
  3. All widgets update automatically when you change filters

Understanding Widgets

Overview Widget

  • Shows total counts for tasks, notes, and activities
  • Displays completion percentages for quick performance assessment
  • Color-coded indicators help identify areas needing attention

Tasks Summary Widget

  • Visual representation of task completion rates
  • Progress indicators show how close you are to goals
  • Trend indicators show whether performance is improving

Tasks Breakdown Widget

  • Detailed view of tasks by status
  • Visual charts showing distribution across workflow stages
  • Click on segments to drill down into specific categories

Recently Viewed Widget

  • Shows your most recently accessed items
  • Quick links to jump back to important work
  • Displays both tasks and notes with timestamps

Interpreting the Data

Task Completion Rates

  • Green indicators: Good performance (above target)
  • Yellow indicators: Needs attention (approaching targets)
  • Red indicators: Below expectations (action needed)

Trend Analysis

  • Upward trends indicate improving performance
  • Downward trends may signal capacity issues or roadblocks
  • Flat trends suggest steady, consistent performance

Status Distribution

  • Balanced distribution across statuses indicates healthy workflow
  • Too many items in "Backlog" may suggest planning issues
  • High "In Progress" counts might indicate resource constraints

Tips for Effective Dashboard Use

Daily Review

  • Check your dashboard daily for quick status updates
  • Use "Today" and "Yesterday" filters for immediate insights
  • Monitor recently viewed items to stay focused on priorities

Weekly Planning

  • Use "This Week" and "Last Week" filters for planning sessions
  • Review completion rates to set realistic goals
  • Identify trends to address before they become problems

Monthly Analysis

  • Use monthly filters for performance reviews
  • Compare current month to previous months for growth tracking
  • Use quarterly views for strategic planning

Team Management

  • Monitor overall team productivity through completion rates
  • Use status breakdowns to identify workflow bottlenecks
  • Track trends to recognize when additional resources are needed

Troubleshooting

No Data Showing

  • Ensure you have the correct organization selected
  • Verify that tasks and notes exist within the selected time period
  • Check that you have proper permissions to view organization data

Incorrect Date Ranges

  • Refresh the page if date filters aren't updating properly
  • Clear browser cache if data appears stale
  • Contact support if date calculations seem incorrect

Performance Issues

  • Large date ranges may take longer to load
  • Consider using shorter time periods for faster performance
  • Ensure stable internet connection for real-time updates

Privacy and Permissions

  • Dashboard data is organization-specific and secure
  • Only organization members can view analytics
  • Data is filtered based on your access permissions
  • All analytics respect user privacy and data protection policies

The dashboard is designed to help you make data-driven decisions about your work and team performance. Regular use will help you identify patterns, optimize workflows, and improve overall productivity.

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