Overview About Activity Dashboard
The Activity Dashboard is used for tracking and analyzing the inflow of activities over time. The dashboard represents visualization data based on created activities and compares created vs closed activities time periods. These metrics can also be obtained by grouping priority, type, source, status, status category, and time (hour, date, month, year).
Please watch this video tutorial for further information.
Note:
- This dashboard is applicable only for the Enterprise/Business plan.
- The count stats and underlying data is shown based on the activity created by the current user or assigned to the current user.
- If the current user has “View All Activities” permission, then all the activities data will be considered.
Selecting Time Period
You can check the inflow of activities based on time period by selecting any of the following values. The date range will be applicable globally for all widgets.
Relative dates
The following are the predefined relative date ranges:
- Today
- Yesterday
- This week
- Last week
- This month
- Last month
- Last 60 days
- Last 90 days
- This year
Custom range
You can use the custom date range option to choose any date range that doesn’t match to the predefined relative date range values. By default, the custom date range of 31 days (including the current day) will be selected.
Applying filters
Filters are more useful to visualize the data in all widgets to check the inflow of the created and closed activities. For example, you can check the inflow details of a particular type alone during a specific time period.
Using advanced filter
- Click the Filters options at the top-right corner. The filter panel opens.
- Choose the required condition and click Apply to refresh all the widgets, resulting in the chosen conditions.
Note: The relation between the selected fields will be considered as “And” condition when multiple fields are selected.
Activity Statistics widget
The activity stats widget provides the following metrics.
| Metrics | Description |
|---|---|
| Activity Created | Displays the number of activities created during the specific time period. |
| Activity Pending | Displays the number of activities that are not closed and are created during the specific time period. |
| Activity Closed | Displays the number of activities with closed status during the specific time period, regardless of activity creation time. |
| Activity Comments | Displays the number of comments created during the specific time period, regardless of activity creation time. |
Activity created widget
The widget displays the count of created activities based on the selected group by activity field in the required chart type during the specific time period.
Supported Group by Fields: Status, Status Category, Priority, Source
Supported Chart: Pie Chart, Doughnut Chart, Pyramid Chart, Funnel Chart, and Grid View
Activity created widget
The widget displays the count of created activities as comparison of each item of the selected group by activity field during the specific time period.
Supported Group by Fields: Type
Supported Chart: Bar Chart, Column Chart, Line Chart, and Grid View
Activity created vs closed widget
This widget displays the comparison between the total activity created count and the total activity closed count of each item of the selected group by activity field during the specific time period.
Supported Group by Fields: Priority, Source, Status, Status Category, Type
Supported Chart: Bar Chart, Stacked Bar Chart, Column Chart, Stacked Column Chart, Line Chart, and Grid View
Activity created vs closed widget (across time)
This widget displays the comparison between the total activity created count and the total activity closed count across time (i.e., Hour, Date, Month, Year).
Supported Chart: Bar Chart, Stacked Bar Chart, Column Chart, Stacked Column Chart, Line Chart, and Grid View
