Skip to content

Executive Dashboard

The Executive Dashboard is a leadership view of case flow, workload, and delivery against target. It summarizes the workspace in a small set of cards, charts, and a bottleneck table.

The dashboard is provided by a dashboard package, so the exact cards and charts can vary by deployment. The sections below describe the verified live layout.

Filters

Use the period selector to choose the time window, such as today, this week, this month, this year, or year to date.

Headline cards

  • Active Cases — cases currently in progress.
  • Active Users — users with activity in the period.
  • Created Cases — cases created in the period.
  • Cases Completed — cases that completed in the period.
  • Avg Completion Time — average time to complete a case.

Charts and tables

Section What it shows
Cases Created vs Completed Creates and completions over time
Completion Rate by Month Completion percentage by month
Complete Cases vs Weekly Target Actual completions compared with the target
Current Workload Distribution by Role Open work grouped by role
Bottlenecks by Task Tasks where cases wait the longest

How to use it

  1. Pick the period you need.
  2. Compare Created with Completed to see whether the backlog is growing.
  3. Check Complete Cases vs Weekly Target to see delivery against the goal.
  4. Use Bottlenecks by Task to find where work accumulates.
  5. Open Case Analytics or the Explorer to investigate a specific signal.

Notes

  • The dashboard is read-only. It never changes cases or processes.
  • Values are derived from audit events, not from a separate case database.
  • Access is controlled by dashboard permissions. If the page is missing from your menu, ask your administrator.
  • Layout and metrics can differ between deployments.