Performance Dashboard

Track automation ROI, usage trends, and completion rates across your organization.

The Performance Dashboard gives you an organization-wide view of how your automations are performing. Access it from the user menu by clicking your name in the bottom-left corner, then selecting Dashboard.

Filters

Use the filters at the top of the dashboard to scope the data:

• Workspace - view all workspaces or select a specific one

• Automation - view all automations or focus on a single one

• Time range - Last 7 days, Last 30 days, Last 12 months, or a custom range

Click the download icon to export the current dashboard view as an image.

Value Insights

The Value Insights section shows the estimated business impact of your automations.

• Money saved - total estimated cost savings across all runs

• Time saved - total estimated hours saved

A pie chart breaks down savings by automation, and a line chart tracks cumulative savings over the selected time range. Toggle between Cumulative total and By automation to change the view. Click Set goal on either metric to set a target.

Value Insights requires cost and time estimates configured on your automations. If you haven't set these up yet, click Configure estimates to get started.

Usage

The Usage section shows total automation runs for the selected time range, with a percentage change compared to the previous period.

Toggle between two views:

• Over time - a bar chart showing run volume by month

• By automation - a bar chart breaking down runs by automation

Total Completion

The Total Completion section shows the percentage of runs that completed successfully, with a comparison to the previous period.

• Efficiency gauge - a gauge showing overall completion rate with an efficiency multiplier

• STP (Straight-Through Processing) - the percentage of runs that completed without any human intervention, with a period-over-period comparison

• Completion over time - a stacked bar chart showing the split between auto-completed runs and manually resolved runs by month

A high STP rate means your automations are running end-to-end without human guidance. Use the Troubleshooting Guide to save resolutions for recurring exceptions and improve STP over time.