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Dashboard and Trends
Dashboard and Trends
Updated over a week ago

This article help you in understanding the trends and overview of the progress for the project.

How to use:

  • To access the dashboard and trends page, you need to click the progress icon on the left side navigation panel.

  • Once clicked, it opens a page showing the overview of the progress.

Overview Page

  • From the overview page you can see the progress of categories being tracked in their respective unit of measurement.

  • Here you can also filter out options based on the level you want to see. Clicking on the “Hierarchy” tab allows you to select the desired level to see the progress status.

    You can also filter out your categories just by clicking on the "Categories" section.

  • Users can also see the progress status in percentage by simply clicking the “Show percentage” button on the top right corner of the screen.

  • By clicking on any of the columns Users can see following options:

    • Detected Start Date

    • Trends

    • Details

  • User can land on the progress visual page simply by clicking on any of the columns from the overview page and clicking on “Details”.

Trends:

  • In this section you will be able to see the trend charts for the progress. The below chart is shown only when you select single category or stage, where it shows the bar graph and trend chart.

  • Whereas, multiple selected categories or stages only trend charts are shown.

  • The Multiple Stages/Categories Selection feature enables users to monitor progress across various stages and categories with ease.

  • Selecting Multiple Stages or Categories

    Users can tailor their selection based on the project type:

    • Single Category Selection: Choose multiple stages within a single category.

    • Multiple Categories Selection: Choose multiple stages across different categories.

    This flexibility allows users to adapt the progress view to their specific monitoring needs.

Behavior for Multiple Selections

  • Bar Chart Visibility: Hidden when multiple stages are selected; only a cumulative line chart is displayed.

  • Percentage Display: Disabled; all line chart values are shown as percentages.

  • Trend Chart: Displays each selected stage or category as a separate line.

  • Dropdown Bar: Shows the count of selected items (e.g., "2 selected").

  • Reference List: Categories and stages listed below the chart for clarity.

Users can also now download PDF format report for trend charts, once you are in the trends page. Click export to PDF and the document will be downloaded.

We hope this article has been helpful. If you have any questions please reach out to [email protected]

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