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Team Contribution & Dashboards

Project-level dashboards provide real-time visibility into team performance, case distribution, and workflow health. Monitor key metrics that matter to your project without needing to create custom reports.

Default Project Dashboard

Every project includes a built-in dashboard showing:

Key Metrics

  • Total Cases — All cases in the project
  • Cases in Progress — Active work
  • Cases Resolved — Completed cases
  • High Priority Cases — Urgent items requiring attention
  • Overdue Cases — Cases past their due dates

Visualizations

Cases by Type — Horizontal bar chart showing distribution across case types

Team Workload — Visual representation of cases assigned to each team member

Resolution Timeline — Line chart tracking how long cases take from creation to closure

Case Status Flow — Kanban-style breakdown of cases by status

Performance Metrics

Individual Contribution

  • Cases created by each team member
  • Cases resolved by each person
  • Average resolution time
  • Case quality indicators

Team Metrics

  • Total team throughput
  • Bottleneck identification
  • Queue health
  • SLA compliance

Customizing Dashboards

Add Widgets

  1. Click Add Widget on your dashboard
  2. Choose from available widgets
  3. Configure filters and display options
  4. Save changes

Configure Filters

Filter dashboard data by:

  • Queue — Focus on specific workflows
  • Status — View specific case states
  • Date Range — Track trends over time
  • Assignee — Monitor individual performance
  • Priority — Highlight urgent items

Real-Time Updates

Dashboard data updates automatically:

  • Case status changes reflect immediately
  • New cases appear in counts
  • Assignments update live
  • Metrics refresh every few minutes

Exporting Data

Export dashboard insights:

  • PNG — Share as image
  • PDF — Create reports
  • CSV — Analyze in spreadsheets
  • Email — Schedule automated delivery

Best Practices

  • Review dashboards daily for team health
  • Use metrics to identify process bottlenecks
  • Share insights with stakeholders
  • Adjust team assignments based on workload
  • Monitor SLA compliance closely
  • Use trends to forecast team capacity

See Also