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Dashboards

You can navigate the data across the whole platform through a single pane of glass, get more transparency on how the system operates, how to measure the added value, and how to identify areas for improvements.

It gives you the insights into:

• How many documents are processed
• How fast it was done
• Any issues with your process executions
• Origin of the slowest tasks
• Bot workload optimization
• AutoML model quality
• Manual work reduction

Glossary

Term	Description
Analytics	The process of exploring data and reports in order to extract meaningful insights, which can be used to better understand and improve business performance.
Dashboard	Reporting mechanism that aggregate and display metrics and key performance indicators (KPIs). Dashboards help improve decision making by revealing and communicating in-context insight into business performance. A dashboard consists of one or more charts, tables, numeric metrics.
Process	A combination of connected tasks with different work types like Bot, OCR, AutoML, Person, Tower.
Process Execution	An execution of a process from end to end.
Process Status	Current status of process execution like Completed or Processing.
Transaction	A business entity like a document, an email or an invoice. Transaction tracking is enabled while developing a process, more details can be found here: Enable Transactions Tracking.
Record	A single row of the task data file, defined by a row in a .csv file added to the WorkFusion business process, e.g. a link to a storage with documents to process.
Task Work Type	Each task uses a specific plugin or requires a human engagement: Person - task completed by a human worker. Bot Task - machine task completed by some type of computer automation within RPA module (data parsing, extraction, transformation, loading, data input etc.). OCR Task - tasks that does image transformation into the machine readable formats (e.g. JPG to HTML) completed by Object Character Recognition module. AutoML - tasks that are performed for automation of the manual tasks by cognitive bots. Tower - other machine tasks done by the WorkFusion Control Tower application required for Process Execution.
Service-Level Agreement (SLA)	An SLA contract can be set for: Volume of processed transactions per day, Time needed to process a single transaction within a process from end to end. SLA is available only if transaction tracking is activated.
Straight Through Processing (STP)	STP shows how transactions move through business processes and if they were processed automatically (i.e. Straight Through), or with involvement of human workers. It's used to calculate the automation rate.

Dashboards

Name	Description
Overview	The Overview dashboard is a starting point of the powerful analytics of your automation journey enabling high level view your business processing state within SPA. It aggregates the data about the business processes transactions volume, bot utilization, issues during processes executing, SLA violations volume and percentage. All this is a high-level information allowing to drill down to a particular process execution details when required.
Process	Drilling down to the process dashboard allows to see more details about the volume of the process execution by status, figures of completed and processing transactions, SLA Violation slices by time, volume and number or processes without set SLA, process executions with issues.
Speed	Speed dashboard is meant to help find any bottlenecks of the process executions. Monitor the speed of the process execution on the process summary graph, which also provides a quick view of the SLA violation and cycle time. Breakdown summary will help to find out which type of task took the most of processing time, how long it took and the volume being processed within process execution.
Capacity	The picture of the WorkFusion infrastructure workload in a single place to understand where the optimization may be required. Analyze volume of the transactions per process execution, view of volume of transactions by work type, resources utilization of CPU, RAM, HDD space of the WorkFusion SPA servers by components (APP, AutoML, RPA, OCR) where the processing is happening, availability of the bots during the period, bot sessions details, statuses and sessions distribution by volume.
AutoML	See the core of the WorkFusion SPA AutoML models performing, check the rate of the manual work reduction and how people executed the work, find failed documents during AutoML processing. See the production AutoML forecast, analyze the statistics of AutoML Fields processing.
Manual	Manual dashboard gives you the ability to see the human tasks processing information within WorkFusion SPA. Find the worker who executed tasks on the particular business process, see the volume of tasks processed during period of time by person. Check how many people took the part in the business process and particular task.
Custom	The page is reserved for the custom dashboards that have to be configured separately.

Interface

1. Navigation panel: Side-bar menu, that contains links to different dashboards of the Analytics module.
2. Filters Panel: Set of filters to manage data on the dashboard and find required business process.
3. Dashboard: Set of charts & KPI's.

Filters

Dashboards	Process name	Process execution	Time range	Process status	Task name	Task status	Work type	Field name	Show values	Result type	Confidence
Overview	✓	✓	✓	✓
Process	✓	✓	✓	✓	!
Speed	✓	✓	✓	✓	!	!	!
Capacity	✓*	✓*	✓	✓ *			!
AutoML	!	!	!	!				!	!	!	!
Manual	!	!	!	!	!

• ✓: Save values between dashboards.
• ✓*: Not applied to all charts on dashboards.
• !: Independent filters; don't save values between dashboards.