Overview

The Enterprise Dashboard provides a centralized view of your automation performance, displaying key metrics such as:

• Value Insights
• Usage
• Completion
• Contract Details

➡️ To access the dashboard, click on the Performance tab in the top navigation bar.

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Daily Updates

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

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Filters

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

🗃️ Department Filter

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

⚙️ Process Filter

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

📅 Date Range Filter

The date range filter allows you to narrow metrics by specific time periods. The default date range is set to 12 Months. Filter options include:

• 6M: Last 6 months, including the current month
• 12M: Last 12 months, including the current month
• YTD: Year-to-Date, including the current date
• Custom range: A custom range within a 2-year period

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Dashboard Components

1. Value Insights

Value Insights offers an overview of the time and money saved by using Kognitos.

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Note: Configuration Needed

Value Insights are based on user-submitted cost and time estimates. Metrics are generated once the data is configured. Process owners need to configure these estimates for their processes. Click on Request Estimate to send an email notification to process creators or click on Configure to set them up.

🔢 Metrics

Value Insight metrics are calculated based on the departments and processes selected in the dashboard filters. The summation (Σ) is taken across all selected processes.

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)

📊 Visualizations

Click on Money Saved or Time Saved to update the visualizations for either category.

• Pie Chart: Shows a breakdown of savings by department.
• Line Graph: Shows a trend of savings over time.

2. Usage

Usage shows the total number of published process runs (regardless of completion status). The number is calculated based on the departments and date ranges selected in the dashboard filters.

3. Completion

Completion metrics track the success of your published process runs. They are calculated using the departments 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
• 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)

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Need Help?

If you have questions about your contract or need assistance, please contact our support team at [email protected] or via our platform's Support AI Chat.

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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 departments.

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).

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Handling Invoked Process Estimates

If the process invokes another process, please exclude the invoked process estimates from the parent process estimates.

3. 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.