Performance Dashboard

The 'Performance Dashboard' gives a visual gauge and an overall peek about pretty much anything: the current resourcing situation, well-being of the personnel in your company, project productivity etc.

By default three gauges are created for allocations: Previous month, Current month and Upcoming three months

There are two modes in the Performance Dashboard:

- View mode, which allows to view all the created gauges simultaneously
- Edit mode, which allows modifying, editing & adjusting of current or new gauges

Switching between these two is done through the top-right corner's button (squared in orange color in the above screenshot)

Navigating in the View

When you enter the view you enter it in the view-mode. This allows you to see every gauge that has been created that are visible to you. There can be endless amounts of gauges in this view, which you can put in your preferred order.

Clicking the 'Enable edit mode'-button grants you two editing features:

- Add new widget row
- Edit section

Add New Widget Row

By clicking this button you can add as many widget rows as necessary. Every time this button is pressed, you get a new row, that has four main configurations:

Orange areas explained further below

1) Placeholder title allows you to give a unique name for the created row
2) Placeholder description is a more descriptive and usually longer description for a row; a good place to explain the reasoning and use-cases behind this very gauge
3) The big plus-icon (+) in the middle, you hop straight into the Widget Settings (more info below)
4) Widget actions in the top-right:
- Cancel = cancels the changes made to the widget row.
- Arrow up = moves the widget up in the Performance Dashboard -view
- Arrow down = moves the widget down in the Performance Dashboard -view
- Add widget = allows you to add more widgets
- Save changes = saves the changes created for the current widget

Edit Section

The 'Edit Section' allows you to edit previously created widgets (rows) in the Performance Dashboard. By clicking the cogwheel-icon you can adjust your existing gauges.

Remember to save the changes afterwards!

Setting up the Gauges ("Widget Settings")

By either clicking on the plus-icon (+) or by editing an existing gauge by clicking the cogwheel-icon the 'Widget Settings'-modal opens up:

Gauges can be tweaked in multiple different ways

Widget title
Header for the gauge. Shown on top of the gauge.

Description for values under the limit
If the gauge's pointer is pointing below the minimum value, this text is shown.
Limits are adjusted with the 'Minimum threshold, minimum value' parameters.

Description for values on target
If the gauge's pointer is pointing to the on target -zone, this text is shown
Limits are adjusted with the 'Minimum threshold, minimum value, maximum threshold, maximum value' parameters.

Description for values over the limit
If the gauge's pointer is pointing over the limit, this text is shown.
Limits are adjusted with the 'Maximum threshold, maximum value' parameters.

Choose relative time range
You can choose the time range in which the gauge is tracking data. Make sure your Days / Weeks / Months / Years option is selected and choose the time interval in which you wish to track data.

In this example we are 1) looking back in time for two months, 2) taking this current month into account and 3) looking three months forward.

The time range is one of the main components when setting up gauges; set it up as you wish to track your company's data. For example some companies might want to track data on a weekly basis, when some companies prefer tracking it on a yearly basis.

Widget data type

Widget data type is another major setting to the gauges; this is the main factor when deciding what the gauge is tracking.

For now we can track two types of data: realization rate and utilization rate.

When we combine the time range and data type with above screenshots' settings, we are tracking the utilization rate of our personnel: the data is gathered from two months in the past, the current month and three months in the future.

Filter Sets

To separate only your desired personnel or target audience with the gauges you can take advantage of Silverbucket's Filter Sets, which allow you to save specific search criteria for repetitive use. You can use any Filter Set that is set as a Public Filter Set (except utilization range & only allocated -filters, as the hover over question mark suggests.

In this environment we have four public Filter Sets: "Invoiceable", "Absences", "Another Public.." & High util"

(this is to hinder possible data misread situations when narrowing down results with Filter Sets).
Side-note when using the filter sets

Gauge Values & Thresholds

Gauges' values and thresholds should be adjusted according to the main point of the gauge:

What do we want to track with the gauge?
When should the gauge indicate that we are below the desired goal?
When should the gauge indicate that we are way above the desired goal?

These questions combined with the description values (explained above) offer an insightful tool inside Silverbucket.

Gauge minimum value
The smallest value the gauge shows; shown in the bottom-left.

Minimum threshold
Minimum threshold adjusts the spot between yellow and green area; the "lowest value we are still OK with"

Gauge maximum value
The highest value the gauge shows; shown in the bottom-right.

Maximum threshold
Maximum threshold adjusts the spot between green and red area; the "highest value we are still OK with"

Using the thresholds together allows you to manipulate the green "sweet spot" area for the gauge.
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