Tutorial: Using Analytics Dashboards

Overview

Dashboards summarize delivery signals into a single view.

This tutorial opens one dashboard and applies filters for review.

Key Concepts

• Dashboard: curated set of widgets for a reporting purpose
• Widget: chart or metric backed by Project data
• Filter: constraint applied to focus a review

How It’s Used

Use dashboards during weekly governance.

Use dashboards to align stakeholders on progress and risk.

Benefits

• Faster status reviews
• Consistent reporting across Projects
• Earlier visibility into slippage and blockers

Setup Steps

1

Open Analytics

1. Navigate to Analytics.
2. Select Dashboards.

2

Select a dashboard

1. Open a dashboard aligned to the review purpose.
2. Confirm the dashboard scope matches the intended Project.

3

Apply filters

1. Apply one filter at a time.
2. Validate widget updates after each filter change.
3. Clear filters after the review.

4

Share the output (optional)

1. Capture a link or export when supported.
2. Include filter context in the summary message.

Best Practices

• Review one dashboard consistently for trend comparability.
• Keep filters consistent across reporting cycles.
• Pair dashboard review with a saved work list for follow-up.

Summary

Related:

• Getting Started with Analytics
• Dashboards