Preconfigured Dashboards

A Business Executive can evaluate the state of a business process using the metrics presented by out-of-the-box preconfigured charts.

The preconfigured charts display the aggregate state of the business process based on milestones alone.

Note:

To see the values of indicators, you can create your own custom charts based on the indicators defined in the business process. This allows you to track metrics using custom visualizations that are unique to your business.

Insight provides the following preconfigured dashboards:

Milestones Summary: Displays a list of all milestones passed in the last five days where the color corresponds to the milestone type and the number corresponds to the amount of times this milestone has been passed.

An example of the Milestones Summary dashboard.

Passed Milestones: Displays a bar graph view of all milestones passed each day for the last five days.

An example of the Passed Milestones dashboard.

Active Transactions: Displays a stacked bar view of the last milestone passed for all business transactions that are still active (no Terminal milestone has been passed yet). The chart visualizes where business transactions are stuck.

An example of the Active Transactions dashboard.

Transaction Errors: Displays a pie chart view of the count of business transactions that have passed an Error milestone (for example, when a quote is rejected or an order is cancelled).

An example of the Transaction Errors dashboard.

Avg. Transaction Completion Time: Displays a bubble view of the average time it took for a business transaction to complete, both in case of failure (Terminal Error milestone passed) or success (Terminal milestone passed).

An example of the Avg. Transaction Completion Time dashboard.

See Work with Preconfigured and Custom Dashboards on the Console Page.