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Start using data to make better decisions w/ Pipefy Dashboards 📊

Start using data to make better decisions w/ Pipefy Dashboards 📊
Juliana Spinardi
Pipefy Staff
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Hello, doer!

We know how important it is for you to measure your process performance and report it visually. So we’re glad to announce that, beginning today, you can test the beta version of Dashboards, our new reporting functionality, for free!

 

With Dashboards, you will be able to:

  • choose what data you want to pull and combine it to create custom reports - all of that in a no-code, easy-to-use interface

  • simplify complex data and translate it into different types of charts like line, area, bar, pie, table, calendar, and number

  • deeply understand performance, eliminate bottlenecks and get actionable insights to optimize your operation

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Click here to learn how to enable the beta version of Dashboards! 

Here are some metrics you will be able to keep track of and report:

 

HR: 

  • Time to hire

  • Hiring budget spent

  • Open positions x Filled positions

  • Employee performance

  • Average time of each phase/step 

Finance: 

  • Berry ratio

  • Accounts received on time

  • Compliance rate

  • PO cycle time

  • Spend under management (SUM)

Customer Service: 

  • Time to complete onboarding

  • NPS

  • Escalation response time

  • Time to value

  • Average resolution time

Marketing: 

  • Speed of execution

  • Productivity per team member

  • Billable hours

  • Rework/Revision rate

  • Current workload

What’s next? 

Later this year, we will officially release Dashboards as an add-on and offer free and paid versions. Stay tuned for more information about the official release date and pricing plans.


Happy reporting! :blush:

Did this topic help you find an answer to your question?

16 replies

ivan.novofoco
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  • Pipefy Certified Partner
  • 136 replies
  • October 7, 2020

Great news :tada:

 


dancruzfilho

For my Company, this new function would be sweet!

 


marimayer
  • New Member
  • 2 replies
  • October 9, 2020

how can I activated it? 


Juliana Spinardi
Pipefy Staff
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@marimayer Hi, how are you? 

You need to go to Tools, App and then Dashboards. In this video, you’ll find how you can activate the new feature.  
If you have any doubt, please let me know! 

 

https://www.youtube.com/watch?v=nT8OeUnVwL0&feature=emb_title

 


amanda_malaquias

I liked! 👏👏👏


rebeca.venancio
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@vitoria_lanes we could make some tests! :D


jorge-barbi
  • New Member
  • 3 replies
  • October 20, 2020

Great step!!!!!!


Ace3838
  • New Member
  • 7 replies
  • March 29, 2024

My dashboard shows no member found when trying to make a chart.  Any idea why I can’t use this feature?  Thanks. 


marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • March 29, 2024

Hi, @Ace3838 

Can you share How your chart settings are, please?


Ace3838
  • New Member
  • 7 replies
  • March 29, 2024

Hi,

    I can’t create a chart, when I try to click on Measure, time it shows no member found.


Lais Laudari

Hi @Ace3838!
But do you have cards assigned to anyone in the case pipe?


Ace3838
  • New Member
  • 7 replies
  • April 1, 2024

Yes, cards are assigned to different members.  


Lais Laudari

In this case, you can contact our support team via chat and they will be able to investigate what is wrong @Ace3838

 


Ace3838
  • New Member
  • 7 replies
  • April 2, 2024

Hello,

           Having trouble getting through the chat Bot.  It gives me URL for Calendar that doesn’t work or ends the chat.  


Lais Laudari

@natalia-manffre could you help us here, please?😄


natalia-manffre
Pipefy Staff
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Hello @Ace3838 I was analyzing this case and found your email about this issue and we sent it to our Technical Support, you are already receiving the interactions right?

 


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