# 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](#filters). **The summation (Σ) is taken across all selected processes using the date ranges selected.** {% hint style="danger" %} **Configuration Required** Value Insights are based on user-submitted cost and time estimates. Process owners need to [configure these estimates](#configuring-your-dashboard-for-value-insights) for their processes to generate these insights. Click on **Request Estimate** to send an email notification to process creators, or click on **Configure** to set them up. {% endhint %} {% hint style="info" %} Click on *Money Saved* or *Time Saved* to update the visualizations for either category. Use the toggle on the right to switch between *Cumulative Total* and *By Process* views for these insights. {% endhint %} #### **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](#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](#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)* {% hint style="success" %} If you have questions about your contract or need assistance, please contact our support team at or via our platform's Support AI Chat. {% endhint %} *** ## 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. {% hint style="info" %} **Note:** The exported data will reflect the filters you currently have applied on the dashboard. {% endhint %}
*** ## Configuring Your Dashboard for Value Insights [Value Insights](#1-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). {% hint style="warning" %} **Handling Invoked Process Estimates** If the process invokes another process, please exclude the invoked process estimates from the parent process estimates. {% endhint %} 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**.
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