Skip to main content

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

jwJu_2MAScz3bjQuk2YN_JVJvP2rOMdLgci2PDwaBigu3xSuewexYOHdS_d5MIgdvPdZfduYMlwLqSP1fvJ5cbs-91wIrG1JJ7-GNSqD5-bDARtugYbFAMSRIksR57fNavNECanP

 

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:

Great news :tada:

 


For my Company, this new function would be sweet!

 


how can I activated it? 


@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! 

 

 


I liked! 👏👏👏


@vitoria_lanes we could make some tests! :D


Great step!!!!!!


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


Hi, @Ace3838 

Can you share How your chart settings are, please?


Hi,

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


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


Yes, cards are assigned to different members.  


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

 


Hello,

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


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


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?

 


Reply