Performance Dashboard

Overview

The Performance Dashboard provides a centralized view of your automation performance. It also calculates and displays your return on investment (ROI), giving you a clear picture of the value your automations are generating. To access the dashboard, click on Performance in the top navigation bar.

Daily Updates

The dashboard is updated daily to ensure you have access to the latest metrics.

(Updates occur every day at midnight UTC.)

Filters

The dashboard can be filtered by agents, published processes, or date ranges.

🗃️ Agent Filter

The agent filter allows you to narrow metrics by specific agents. By default, it includes all agents.

⚙️ Process Filter

The process filter allows you to narrow metrics by specific processes. By default, it includes all processes from all agents.

📅 Date Range Filter

The date range filter allows you to narrow metrics by time period. Filter options include:

• 6M: Last 6 months, including the current month

• 12M: Last 12 months, including the current month (default)

• YTD: Year-to-Date, including the current date

• Custom range: A custom range within a 2-year period

Dashboard Components

1. Value Insights

Value Insights offers an overview of the time and money saved by using Kognitos. These insights are calculated using the agents and processes selected in the dashboard filters. The summation (Σ) is taken across all selected processes using the date ranges selected.

Money Saved

A calculation of your dollar savings based on cost estimates configured for your processes.

Money Saved ($) = Σ (Total Completed Published Runs × Average Money Saved per Run)

Time Saved

A calculation of your time savings based on the time estimates configured for your processes.

Time Saved (Hours) = Σ ((Total Completed Published Runs × Average Time Saved per Run) ÷ 60)

2. Usage

Usage shows the total number of published process runs (regardless of completion status). The number is calculated based on the agents and date ranges selected in the dashboard filters. You can view usage Over Time or By Process by choosing the corresponding filter.

3. Completion

Completion metrics track the success of your published process runs. They are calculated using the agents and date ranges selected in the dashboard filters.

Completion Rate

The completion rate is the percentage of published process runs that have successfully completed out of the total number of published runs. It accounts for:

• Runs that completed automatically (STP)

• Runs that completed with user intervention (Guidance Provided)

Completion Rate (%) = (Total Completed Published Runs ÷ Total Published Runs) × 100

Efficiency

This metric calculates the Straight Through Processing (STP) rate, which is a measure of the runs that completed without user intervention. The STP rate is translated to an efficiency score, which represents how much more work can be completed with the same resources due to automation.

Efficiency Score = 100 ÷ (100 - STP)

Example

• An 80% STP results in 5x efficiency.

• With 80% STP, only 20% of the work remains manual.

• The same resources can handle 5 times more work.

4. Contract Details

Contract details provide an overview of your current contract, including:

📅 Key Dates

• Start date: Date your contract began

• End date: Date your contract ends

• Expiration: Remaining days until your contract expires (e.g., 35 days)

📊 Usage Summary

• Runs Used: Total number of published and test runs used (e.g., 151)

• Runs Remaining: Total number of published and test runs still available (e.g., 349)

• Total Allowed Runs: Maximum number of runs permitted under your contract (e.g., 500)

Downloading and Exporting Data

Kognitos makes it easy to share insights from your dashboard, without the hassle of screenshots or manual copy-and-pasting.

Save Images

You can download a PNG image of any individual metric directly from the dashboard:

1. Hover over any section (Value Insights, Usage, or Completion).

2. A download icon labeled "Download this section as an image" will appear in the top-right corner.

3. Click on the icon to download a .png of that section to your device.

Export Data

Click on Export Data to export an Excel report of your dashboard data. Kognitos will automatically email the .xlsx file to you. This feature is great for in-depth analysis, reporting, or sharing insights in spreadsheet format.

Configuring Your Dashboard for Value Insights

Value Insights are generated off user-submitted cost and time estimates. While it's not required to provide estimates for every process, these metrics are only generated when the data is configured.

Configuring Process Estimates

To configure process estimates, follow these steps:

1. Click on Configure in the top right corner. This will open up a menu showing all your processes across agents.

2. For a given process, enter in the following details:

   • Time: Average time saved per process run (in minutes).

   • Cost: Average cost savings per run (in dollars).

1. Click Save to apply your configuration.

Setting Quarterly Goals

You can set quarterly goals for Value Insight metrics. To do this:

1. Click on Set Goal underneath either Money Saved or Time Saved.

2. Enter your goal (dollars or hours).

3. Click Save.