Summary Dashboard

The Summary Dashboard provides high-level analytics about your platform health, workflow usage, and automation ROI. The dashboard is designed primarily for executives and stakeholders who need to understand overall automation performance and value.

Find answers to key questions:

• How is platform usage growing? (Jobs run trends)
• What value are we getting from automation? (Time saved metrics)
• Which teams are using automation most effectively? (Project distribution)
• When do automated operations typically run? (Execution patterns)
• Which workflows are highest priority? (Workflow highlights)

The Summary Dashboard focuses exclusively on root jobs - the complete business operations that matter to stakeholders. Child jobs (technical implementation details) are filtered out, giving you clean, business-focused metrics.

For example, a "Provision New Customer" workflow might spawn 20 internal child jobs, but the Summary Dashboard shows just one operation: whether the customer got provisioned successfully.

Overview

The Summary Dashboard is organized into sections:

• Global Filters (top): Control environment, time range, and project scope
• Jobs by Projects: Workflow distribution across projects
• At-a-Glance Metrics: Four key metrics with trend indicators
• Workflow Highlights: Dynamic table of workflows filtered by various criteria
• Root Job Execution Trends: Stacked bar chart showing job volume over time by workflow
• Daily Root Job Activity: Heatmap showing job executions by day and hour

Typical workflow

A typical Summary Dashboard workflow might look like:

1. Set context using global filters (environment, time range, project)
2. Check at-a-glance metrics for overall Platform health
3. Review trend indicators to identify improving or declining metrics
4. Examine project distribution to understand automation adoption patterns
5. Explore workflow highlights to identify high-value or problematic workflows
6. Analyze execution trends to spot usage patterns or anomalies
7. Review execution patterns to optimize scheduling or resource allocation
8. Use Job Viewer for detailed troubleshooting of specific jobs as needed

At-a-Glance Metrics

The Summary Dashboard displays at-a-glance metrics filtered to root jobs only. See At-a-glance metrics for detailed explanations of each metric.

Execution Patterns

The Execution Patterns section provides a dynamic, filterable table of workflows with key performance metrics. This table helps you quickly identify high-value workflows and those needing attention.

Workflow Highlights

The workflow highlights table helps you:

• Identify which workflows have the highest business impact (by volume or time saved)
• Find workflows missing pre-automation time configuration
• Spot workflows with performance or reliability issues
• Prioritize which workflows to investigate or optimize
• Access detailed analytics for specific workflows

Table structure

Sort and filter

Sort: Click any column header to sort (ascending → descending → default). By default, the table shows workflows sorted by Most Jobs Run (highest volume first).

Combine filters: Apply multiple simultaneously. Example: "Jobs Run > 100 AND Cancelation Rate > 10%"

Key metrics

The Key Metrics section provides two visualizations that help you understand execution patterns and volume trends. These charts show when and how frequently your workflows run.

Key benefits

• Identify usage patterns and execution volume trends
• Spot anomalies like unexpected spikes or drops in activity
• Understand when jobs typically execute throughout the week
• Determine which workflows drive the most platform activity
• Plan maintenance windows and resource allocation
• Optimize scheduling for better performance

Root Job Execution Trends

The Root Job Execution Trends chart is a stacked bar chart showing job volume over time, broken down by workflow.

What it shows:

• X-axis: Time periods (granularity adjusts based on your selected time range)
• Y-axis: Number of root jobs executed
• Color-coded segments: Each color represents a different workflow
• Bar height: Total job volume for that time period

Time granularity:
The chart automatically adjusts time bucket granularity based on your selected time range:

Customize your view

Top workflows dropdown Select how many workflows to display:

• Top 5 workflows (shows 5 highest-volume workflows) - Default
• Top 10 workflows
• Top 15 workflows

The chart displays your selected number of workflows by job volume, with remaining workflows grouped together.

Toggle the Show remaining X workflows option to include or exclude all other workflows not in your top N selection.

Interpreting the chart

Identify high-volume workflows: Look for workflows that occupy large portions of the bars consistently. These are your most frequently executed workflows and likely have high business impact.

Spot usage patterns:

• Consistent volume: Steady bar heights indicate stable, predictable usage
• Growing volume: Increasing bar heights show growing automation adoption
• Declining volume: Decreasing bar heights may indicate reduced usage or seasonal changes

Catch anomalies:

• Sudden spikes: Unusually tall bars may indicate unexpected workload increases or testing activity
• Sudden drops: Missing or very short bars may signal workflow failures, disabled schedules, or system issues

Daily Root Job Activity

The Daily Root Job Activity visualization is a heatmap showing root job executions by day and hour. Darker colors indicate more jobs.

What it shows:

• X-axis: Days of the week (Monday-Sunday)
• Y-axis: Hours of the day
• Color intensity: Darker colors indicate more job executions during that day/hour combination
• Each cell: Represents the number of jobs that executed during a specific day and hour

Common patterns to look for

Business hours automation:

• Dark cells during standard work hours (e.g., 9 AM - 5 PM, Monday-Friday)
• Light cells during nights and weekends
• Indicates manual trigger patterns or business-hours scheduling

24/7 operations:

• Consistent color intensity across all hours and days
• Indicates always-on automation, scheduled workflows, or API-triggered operations
• Common for infrastructure monitoring, data processing, or integration workflows

Scheduled batch processing:

• Dark vertical bands at specific hours across multiple days
• Indicates scheduled workflows (e.g., nightly reports at 2 AM, daily backups at midnight)
• Useful for identifying maintenance window opportunities

Peak usage times:

• Cells with notably darker colors compared to surrounding cells
• Indicates when your team relies on automation most heavily
• Important for capacity planning and performance optimization

Use both visualizations together

The Root Job Execution Trends and Daily Root Job Activity heatmap are most powerful when analyzed together:

Scenario: Identify optimal maintenance window

• Use Execution Trends to identify lowest-volume days of the week
• Use Daily Root Job Activity to pinpoint specific low-activity hours on those days
• Result: Schedule maintenance on Tuesday at 3 AM when both charts show minimal activity

Scenario: Investigate performance degradation

• Use Execution Trends to identify when volume increased significantly
• Use Daily Root Job Activity to see if increased load is concentrated in specific hours
• Result: Understand whether performance issues stem from overall growth or scheduling conflicts

Scenario: Plan workflow redistribution

• Use Execution Trends to identify high-volume workflows
• Use Daily Root Job Activity to see when those workflows currently execute
• Result: Reschedule workflows to distribute load more evenly across the day/week

Scenario: Demonstrate automation maturity

• Use Execution Trends to show growing volume over months
• Use Daily Root Job Activity to show shift from business-hours to 24/7 patterns
• Result: Visualize the evolution from manual to automated operations