The Workflow Overview Dashboard brings visibility to automation performance. View enrollments, completions, errors, and conversion metrics over time. Filter by date and workflow, compare trends, drill into bottlenecks, and export insights for reviews. Built for speed and clarity across small and large automation libraries.
Unified dashboard for workflow metrics across your account
Key KPIs including enrollments, exits, completions, error counts, and conversion
Trend charts with date filters and comparisons
Breakdown views by workflow, trigger, and key steps
Drillthrough to see recent runs and error details
Export options for reporting and analysis
Performance improvements for large volumes of runs
Permissions aware visibility for dashboards and underlying data
Start with enrollments vs completions to confirm healthy throughput
Sort by error rate to prioritize fixes with highest impact
Use date comparisons to validate improvements after changes
Tag critical workflows and create saved views for quick access
Investigate spikes by drilling into recent runs and step level details
Export monthly summaries for stakeholder updates
Step 1
Open Analytics and select Workflow Overview Dashboard.
Step 2
Choose a date range and pick one or more workflows to analyze.
Step 3
Review KPIs, trend charts and erros, then sort or filter to find anomalies.
Step 4
Drill into a workflow to view step breakdowns and recent runs.
Which metrics are included in the dashboard?
Enrollments, completions, exits, error counts, conversion rates, and time trends.
Can I filter by date or specific workflows?
Yes, filter by date range and select one or multiple workflows.
Is drill-through available to see run and error details?
Yes, you can drill into step level data and recent runs.
Can I export data for reporting?
Yes, export summaries and charts for reviews and analysis.
Does it support large automation libraries?
Yes, performance is optimized for high volumes and many workflows.
