How to Use the Dashboard

Using the Dashboard allows you to monitor essential metrics to evaluate process performance and identify improvement opportunities. See below how to explore its features.

1st Step: Accessing the Dashboard Administration Module

In the lower left side menu, click “Dashboard” to open the main analytics screen, the Dashboard loads automatically with general metrics, displaying an overview of operational performance.

2nd Step: Overview of Metrics

The Dashboard displays key indicators to monitor process health. The main metrics are:

• Lead Time: total time between the creation of a card and its completion.
• Cycle Time: time between the start of work on a card and its delivery.
• Throughput: number of cards completed in a period (monthly).
• Work in Progress (WIP): number of cards in progress simultaneously at a given moment.

3rd Step: Filtering by Year and Pipeline

1. Above the charts, locate the Year dropdown and select the desired year to reload all metrics for that period.
2. Below, use the columns to switch between the pipelines configured in octapipe.

When changing the year or pipeline, the Dashboard automatically reloads all charts and metrics.

4th Step: Manually Refreshing Data (Reload)

If you need to force a data refresh without leaving the screen:

1. Click the Reload icon (circular arrow) in the upper right corner of the Dashboard.

2. All charts and indicators will update to reflect the most recent changes in the database.

5th Step: Detailed Charts and Indicators

• Lead Time per month: line chart showing the average monthly Lead Time. Hovering over the points displays the exact value.

• Throughput and Total Cards per month: comparison chart showing demand (cards created) and delivery (cards completed).
• Lead and Cycle Time per card owner: bar chart comparing execution times by responsible user.
• Throughput and Total Cards per card owner: bar chart used to analyze individual productivity.
• Note: You can toggle chart series visibility by clicking the legends or the corresponding colored icons.

Best Practices:

• Check the correct period before analyzing the metrics.
• Refresh the data when necessary.
• Save screenshots of relevant charts for reports.
• Share insights with the team for strategic alignment.
• Monitor unusual variations in metrics such as Lead Time and WIP.

Conclusion:

In this article, you learned how to use the octapipe Dashboard by exploring metrics such as Lead Time, Cycle Time, Throughput, and WIP, as well as applying filters, refreshing data, and interpreting interactive charts. If you have any questions, contact our support team.