**📊 Executive Summary Dashboard: Filter Top-Bottom Issue, Report, QC Performance
Advance Dashboard-Feature Overview
The Executive Summary dashboard is a powerful analytical tool within the Nimbly web application. It offers a high-level, customizable overview of key performance indicators (KPIs) related to critical operational aspects like [Issues](../Issue Tracker/IssueTrackerOverview.md), Reports, and Quality Control (QC) Performance. This dynamic dashboard empowers users to visualize data through interactive charts and tables, drill down into granular details, configure displayed metrics, and export data. It’s designed to facilitate informed decision-making and continuous performance monitoring. 📈
Current Status
- Released and available for use. ✅
Platform Compatibility
- Web: The primary platform, accessible via
admin.hellonimbly.com. 🌐
Access & [Permissions](../Settings/Access control/Access Control.md)
| Category | Description |
|---|---|
| Authenticated Users | Users must be successfully logged into the Nimbly web application to access the dashboard. |
| Role-Based Access | Access is likely limited to specific user roles (e.g., managers, administrators, executives) who require an overview of operational performance, reflecting the “Executive Summary” nature. |
| Data Scope | The data visible to a user may be restricted based on their assigned [permissions](../Settings/Access control/Access Control.md), allowing them to see data only from specific departments, sites, or regions they oversee. |
Key Capabilities
- Multi-Tabbed Dashboard: Provides distinct views for “[Issues](../Issue Tracker/IssueTrackerOverview.md),” “Reports,” and “QC Performance.” 📁
- KPI Visualization: Displays key metrics such as Issue Resolution Rate, Report Completion Rate, Health Scores, and performance comparisons (e.g., “above industry peers”).
- Interactive Charts & Tables:
- Bar charts for Top 10 / Bottom 10 performance (e.g., Site Performance, Category Performance). 📊
- Hover-over tooltips on charts for specific data points.
- Selectable metrics for chart display (e.g., “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count,” “Issue Resolution Rate”).
- Tabular data views with pagination.
- Drill-Down Functionality:
- “View Details” button opens a modal with detailed tabular data.
- Ability to click on specific items within tables (e.g., Questionnaire name, Issue ID) to navigate to their dedicated detail pages. 🔍
- Data Export: Allows exporting detailed data from modals and tables in various formats (Excel, CSV, PDF). 📥
- Customizable Data Views:
- Column Configuration: Users can select which columns are visible in detailed tables.
- Group By: Data in detail views can be grouped by Site, Department, User, Category, Questionnaire, or Site Group.
- Global Filtering:
- Filter dashboard data by Date Range (preset and custom), Site Group/Region, Site, Department, User Role, User, and Questionnaire.
- Ability to “Apply,” “Reset,” and “Save” filter configurations. 💾
- Dashboard Customization:
- “Customize Metrics” option allows users to select which performance summary cards (e.g., Site Performance, Departments Performance, Users Performance, Category Performance) are displayed.
- Health Score: Displays calculated Health Scores for different performance areas, with an info icon explaining the formula. ❤️🩹
- Trend Analysis: While a separate “Trends” section exists, the dashboard displays data like “Last 30 Days: XXXX” for key metrics and offers time-based filtering, enabling trend observation. 📈
- Contextual Information: Provides information like “Last Updated” timestamp for data freshness. ⏰
Core Workflows & UI Walkthrough
1. Accessing the Executive Summary Dashboard
- Log in to the Nimbly web application (e.g.,
admin.hellonimbly.com). - Navigate using the left-hand sidebar: Click on “Dashboards,” then select “Executive Summary.”
- The dashboard defaults to the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” tab.
2. Navigating Main Dashboard Tabs
| Dashboard Tab | Key Elements Displayed | Interactive Features & KPIs |
|---|---|---|
| [Issues](../Issue Tracker/IssueTrackerOverview.md) Tab (Default) | Performance cards (e.g., “Site Performance,” “Category Performance”), Health Scores, metrics “Based on [issues](../Issue Tracker/IssueTrackerOverview.md),” and comparative data. | Bar chart (toggleable Top 10/Bottom 10), “View by” dropdown for metric selection, “View Details” button, “Customize” button. Right sidebar shows KPIs like “Issue Resolution Rate,” “Report Completion Rate,” and “Lowest Performing Department.” |
| Reports Tab | Performance cards (e.g., “Site Performance,” “Users Performance”) with report-centric metrics. | Similar layout to [Issues](../Issue Tracker/IssueTrackerOverview.md) tab, but metrics focus on reports: Total, Completed, Pending, and Missed reports, along with Report Completion Rate. |
| QC Performance Tab | Direct tabular display of Quality Control performance data (e.g., by Questionnaire, Site, Department). | ”Download as Excel,” “Download as CSV,” and “Download as PDF” buttons for data export. Left-hand “Column Configuration” panel to select visible columns. |
3. Interacting with Performance Cards (Example: Site Performance on “[Issues](../Issue Tracker/IssueTrackerOverview.md)” Tab)
- View Metrics: Observe the “Health Score” (click ‘i’ for formula explanation), “Based on [issues](../Issue Tracker/IssueTrackerOverview.md),” and “Based on reports.”
- Chart Interaction: Hover over bars for tooltips. Click “Top 10” or “Bottom 10” to change the display. Use the “View by:” dropdown to switch the chart metric (e.g., from “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” to “Issue Resolution Rate”).
- View Details:
- Click the “View Details” button. A modal appears.
- Group By: Select a grouping option (e.g., Site, Department, User).
- Column Configuration: On the left of the modal, check/uncheck desired columns (e.g., Total [Issues](../Issue Tracker/IssueTrackerOverview.md), Open [Issues](../Issue Tracker/IssueTrackerOverview.md), Avg. Issue Resolution Rate).
- Drill-Down from Table: Click on a hyperlinked item (e.g., a “Questionnaire” name). This opens a new modal/view showing related items (e.g., list of [issues](../Issue Tracker/IssueTrackerOverview.md)). From this list, click on a specific “Issue ID” to navigate to its dedicated “Issue Details” page in a new browser tab.
- Download Data: At the bottom of the “View Details” modal, click “Download as Excel,” “Download as CSV,” or “Download as PDF.”
4. Customize Dashboard Widgets
- Click the “Customize” button on a performance card.
- A “Customize Metrics” modal appears.
- Use the “Metrics” dropdown to select/deselect performance cards to display on the current tab.
- Click “Save”. The main dashboard view updates.
5. Using Global Filters ⚙️
- At the top right, click the “Filters” button. A filter panel expands.
- Select Date Range (preset or custom).
- Use dropdowns for Site Group/Region, Site, Department, User Role, User, and Questionnaire. These are multi-select.
- After setting filters, click the main “Apply” button. The dashboard data reloads.
- Click “Save” to save the current filter combination. Click “Reset” to clear all applied filters.
6. Interacting with QC Performance Tab
- Navigate to the “QC Performance” tab.
- The main content area shows a table.
- Column Configuration: On the left panel, select/deselect columns like Questionnaire, Site, Final Score, Category Name. The table updates dynamically.
- Download: Use the “Download as Excel,” “Download as CSV,” or “Download as PDF” buttons above the table to export the displayed data.
7. Viewing Trends (via “Trends” in left navigation)
- Click “Trends” under “Dashboards” in the left navigation.
- This section shows summary cards (Total [Issues](../Issue Tracker/IssueTrackerOverview.md), Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md), Open [Issues](../Issue Tracker/IssueTrackerOverview.md) for the last 30 days).
- A line chart (“Trends”) displays issue statuses over time (Daily, Weekly, Monthly, Quarterly, Yearly selectable via “Period” dropdown).
- Donut charts show “Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Categories” and “Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Questionnaires.”
- Further sections for “Site View,” “Assignee View,” and “Department View” show various charts.
- This “Trends” view also respects the global filters set at the top.
Configuration & Customization
| Customization Feature | Description |
|---|---|
| Global Filters | Users can define and save specific combinations of filters (e.g., Date Range, Site Group/Region, Department) to precisely refine the data displayed across the entire dashboard. |
| Dashboard Widget [Visibility](../Settings/Data Visibility/Data Visibility.md) | Users have the ability to select and deselect which performance summary cards (widgets) are shown on the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Reports” tabs, tailoring the dashboard to their focus. |
| Chart Metric Selection | Within each individual performance card, users can choose the primary metric that will be visualized in the bar chart (e.g., switching between “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” and “Issue Resolution Rate”). |
| Table Column Configuration | In detailed views (like “View Details” modals and the “QC Performance” tab), users can select exactly which data columns they want to be visible in the tables. |
| Data Grouping | Data within “View Details” modals can be dynamically organized and displayed by various attributes, such as Site, Department, User, Category, Questionnaire, or Site Group. |
| Top N / Bottom N View | For charts on performance cards, users can easily switch the display to show either the Top 10 or Bottom 10 performers based on the selected metric. |
| Trend Period | In the dedicated “Trends” section, the time granularity for trend charts can be adjusted to show data by Day, Week, Month, Quarter, or Year. |
Related Features & System Connections
| Connected System/Module | Integration Point with Executive Summary Dashboard |
|---|---|
| Issue Management System | The “[Issues](../Issue Tracker/IssueTrackerOverview.md)” tab and “Trends” section heavily rely on data from this system. Drill-downs from the dashboard lead directly to individual issue detail pages. |
| Reporting & Audit System | The “Reports” tab and “Trends” section utilize data from submitted reports and audits managed by this system. |
| Quality Control (QC) Module | The “QC Performance” tab directly sources data from QC activities and questionnaires defined within this module. |
| User Management & Hierarchy | Filters for Department, Users, User Role, Site, and Site Group indicate integration with the organizational structure and user role definitions managed by this system. |
| Questionnaire Management | Filtering by “Questionnaire” on the dashboard implies a direct connection to the module where questionnaires and checklists are defined. |
| Other Analytical Views | The dashboard is related to other analytical views such as “Admin Dashboard,” “Operational KPI Dashboard,” and “Heatmap,” providing different perspectives on the same underlying data. |
| Data Export Service | This service facilitates the downloading of data from the dashboard and its detailed views into common file formats (e.g., Excel, CSV, PDF). |
Best Practices
- Utilize Global Filters: Always start by applying relevant global filters (especially Date Range, Department, Site) to narrow down the data. Save frequently used filter sets.
- Customize Your View: Use the “Customize Metrics” feature to display only the most relevant performance cards for your role.
- Leverage “View By” in Charts: Switch between different metrics in charts to gain diverse insights into performance.
- Drill Down for Details: Don’t just look at the summaries! Use the “View Details” button and click through table links to investigate specific sites, categories, or individual [issues](../Issue Tracker/IssueTrackerOverview.md).
- Configure Table Columns: In detail views, customize columns to see only the exact data needed for your analysis.
- Understand Health Score Formulas: Click the info icon next to “Health Score” to accurately interpret its calculation.
- Correlate Data Across Tabs: Compare insights from the “[Issues](../Issue Tracker/IssueTrackerOverview.md),” “Reports,” and “QC Performance” tabs for a holistic view of operational health.
- Use Export for Offline Analysis: Download data as Excel or CSV for more complex analysis, custom reports, or sharing with external stakeholders.
- Monitor Trends: Regularly check the “Trends” section (or use date filters on the main dashboard) to identify patterns, improvements, or degradations over time.
- Check “Last Updated”: Be aware of data freshness by noting the “Last Updated” timestamp.
Video:
🚀Basic Dashboard-Feature Overview
🌟 Feature Overview
The “Basic” view of the Executive Summary dashboard delivers a consolidated, high-level snapshot of crucial operational metrics. It strategically features prominent KPI cards, a centralized trends chart, and a suite of insightful drill-down visualizations. These drill-downs allow for granular analysis of performance across various dimensions including categories, questionnaires, sites, assignees, and departments. This view is meticulously crafted to support swift performance assessment and the identification of critical operational patterns.
🟢 Current Status
The “Basic” view of the Executive Summary Dashboard is Fully Released and production-ready.
💻 Platform Compatibility
This dashboard is primarily accessible via:
- Web: Full functionality is available through the Nimbly web application (e.g., accessed at
admin.hellonimbly.com/analytics/executive).
🔑 Access & [Permissions](../Settings/Access control/Access Control.md)
Access to the “Basic” Executive Summary Dashboard is governed by user roles and authentication:
- Authenticated Users: Requires users to be successfully logged into the Nimbly web application (e.g., user “CS Nimbly”).
- Role-Based Access: This view is specifically tailored for users in executive, managerial, or analytical roles who require a comprehensive yet easily digestible summary of operational performance across the organization.
- Data Scope: All data displayed on the dashboard is dynamically influenced by the global filters applied by the user at the top of the page.
✨ Key Capabilities: A Panoramic View of Your Operations
The “Basic” view of the Executive Summary Dashboard provides a robust set of features for insightful analysis:
A. Core KPI Summary Cards 📊
- Total [Issues](../Issue Tracker/IssueTrackerOverview.md): Displays the overall count of [issues](../Issue Tracker/IssueTrackerOverview.md) (e.g., 1064). Includes an up/down arrow indicating recent trend and the count for the “Last 30 Days” (e.g., 4728).
- Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md): Shows the total number of [issues](../Issue Tracker/IssueTrackerOverview.md) that have been resolved (e.g., 760). Features a trend arrow and the “Last 30 Days” count (e.g., 3846).
- Open [Issues](../Issue Tracker/IssueTrackerOverview.md): Indicates the current total of outstanding [issues](../Issue Tracker/IssueTrackerOverview.md) (e.g., 304). Includes a trend arrow and the “Last 30 Days” count (e.g., 882).
B. Central Trends Chart 📈
- Dual-Axis Visualization: A powerful line/area chart that concurrently displays trends for both “[Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Reports” over time.
- [Issues](../Issue Tracker/IssueTrackerOverview.md) Trend: A stacked area chart breaking down the trend of [issues](../Issue Tracker/IssueTrackerOverview.md) by their status: “Opened [Issues](../Issue Tracker/IssueTrackerOverview.md),” “[Issues](../Issue Tracker/IssueTrackerOverview.md) in progress,” “[Issues](../Issue Tracker/IssueTrackerOverview.md) under review,” “Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md),” and “Invalid [Issues](../Issue Tracker/IssueTrackerOverview.md).” Users can click on legend items to toggle the [visibility](../Settings/Data Visibility/Data Visibility.md) of specific statuses.
- Reports Trend: An area chart (which can be toggled to show stacked “Completed Reports” and “Incomplete Reports”) visualizing report completion over time.
- Flexible Period Selection: A versatile dropdown allows users to change the time aggregation for the trend display to Daily, Weekly, Monthly, Quarterly, or Yearly.
C. Report Metrics Card (Right Sidebar) 📝
- Report Type Distribution: A donut chart illustrating the breakdown of reports by type (e.g., 97% Scheduled, 3% Ad Hoc).
- Report Status Distribution: A donut chart showing the distribution of reports by their current status: “Completed,” “Missed,” and “Pending” (e.g., 79% Completed, 21% Missed, 0% Pending).
- Total Reports Count: Displays the overall number of reports generated (e.g., 6100).
D. Drill-Down Chart Sections (Performance by Dimension) 🎯
These sections offer deeper dives into specific operational dimensions:
- Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Categories: A donut chart showcasing the distribution of [issues](../Issue Tracker/IssueTrackerOverview.md) across different categories (e.g., KIT - Peral… 45.05%, KIT - Makana… 15.7%).
- Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Questionnaires: A donut chart illustrating issue distribution based on the originating questionnaires (e.g., Audit Kitche… 25.73%).
Performance by Site View 📍:
- Top Sites by [Issues](../Issue Tracker/IssueTrackerOverview.md): Donut chart.
- Report Completion Rate: Bar chart displaying completion rate per site.
- Issue Resolution Rate: Bar chart displaying resolution rate per site.
Performance by Assignee View 🧑💻:
- Top Assignees by [Issues](../Issue Tracker/IssueTrackerOverview.md): Donut chart.
- Report Completion Rate: Bar chart displaying completion rate per assignee.
- Issue Resolution Rate: Bar chart displaying resolution rate per assignee.
Performance by Department View 🏢:
- Top Departments by [Issues](../Issue Tracker/IssueTrackerOverview.md): Donut chart.
- Report Completion Rate: Bar chart displaying completion rate per department.
- Issue Resolution Rate: Bar chart displaying resolution rate per department.
E. Interactive & Global Controls 🎛️
- Interactive Charts: Hovering your mouse over chart segments or bars displays detailed tooltips with specific values and percentages.
- Global Filters: A comprehensive set of filtering options at the top of the page (Managed By: Department, Users; Date Range; Site Group/Region; Site; Department; User Role; User; Questionnaire; Category) ensure that all displayed data and charts on this view are synchronized.
- Chart Image Export (Implied): While not explicitly demonstrated for this specific view, the ability to right-click and save individual chart images is a common and expected platform feature.
🚀 Core Workflows & UI Walkthrough
Here’s how to effectively navigate and analyze data within the “Basic” Executive Summary Dashboard:
1. Accessing the “Basic” Executive Summary View
- Navigate: Log in to the Nimbly web application and navigate to the “Executive Summary” dashboard.
- Verify View: Ensure the “Basic” tab is selected in the top navigation bar (typically visible as
Basic | Advanced | Operational KPI Dashboard...). This is often the default view upon first access.
2. Applying Global Filters 📆
- Open Filters: Click the “Filters” button, located at the top right of the dashboard.
- Set Date Range: In the expanded filter panel, set your desired “Date Range” (e.g., select “Custom” and pick “1 Apr 2025 - 30 Apr 2025” from the calendar).
- Apply Additional Filters: Utilize the multi-select dropdowns to select other relevant filters such as:
- “Site”
- “Department”
- “User Role”
- “User”
- “Questionnaire”
- “Category”
- Confirm: Click “Apply” to refresh all dashboard components (KPI cards, Trends chart, Report Metrics, and all drill-down charts) based on your chosen criteria.
- Save Filters (Optional): Click “Save” to store your current filter combination for quick recall later.
3. Analyzing KPI Summary Cards ✅
- Review the “Total [Issues](../Issue Tracker/IssueTrackerOverview.md),” “Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md),” and “Open [Issues](../Issue Tracker/IssueTrackerOverview.md)” cards at the top. These provide an immediate snapshot of your issue management health and a quick glance at 30-day performance trends.
4. Interacting with the Trends Chart 📊
- View [Issues](../Issue Tracker/IssueTrackerOverview.md)/Reports: Observe the main trends chart to see the historical progression of both [issues](../Issue Tracker/IssueTrackerOverview.md) and reports.
- Adjust Period: Click the “Period:” dropdown (e.g., defaults to “Daily”) and select a different time granularity (e.g., “Weekly,” “Monthly,” “Quarterly,” or “Yearly”). The chart will dynamically re-render.
- Toggle Issue Statuses: For the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” trend, click on individual legend items (e.g., “Opened [Issues](../Issue Tracker/IssueTrackerOverview.md),” “[Issues](../Issue Tracker/IssueTrackerOverview.md) in progress,” “Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md)”) to toggle their respective lines/areas on the chart. This allows you to focus on specific issue lifecycle stages.
- Toggle Report Types: Similarly, for the “Reports” trend, click legend items like “Completed Reports” or “Incomplete Reports” to toggle their [visibility](../Settings/Data Visibility/Data Visibility.md).
5. Reviewing Report Metrics 📈
- Examine the donut charts on the right sidebar to understand the breakdown of “Scheduled” vs. “Ad Hoc” reports and the status distribution (“Completed,” “Missed,” “Pending”).
- Note the “Total Reports” count for overall reporting volume.
6. Exploring Drill-Down Charts 🗺️
- Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Categories/Questionnaires:
- Hover over segments of these donut charts to display tooltips showing the exact percentage and count for each category or questionnaire, pinpointing areas with the most [issues](../Issue Tracker/IssueTrackerOverview.md).
- Site View / Assignee View / Department View:
- For each of these sections (Site, Assignee, Department), you’ll find three related charts:
- Hover over segments or bars to see detailed values and percentages. These charts are invaluable for identifying high or low performing sites, assignees, or departments based on issue volume, report completion, and issue resolution effectiveness.
⚙️ Configuration & Customization
The “Basic” Executive Summary Dashboard offers flexible customization options:
- Global Filters: The most powerful mechanism for tailoring the data displayed across all components, allowing for precise data segmentation by Date Range, Site, Department, User, Questionnaire, Category, and more.
- Trends Chart Period: Users have full control over the time granularity of the Trends Chart, enabling views from Daily to Yearly.
- Trends Chart Legend Interaction: Users can dynamically toggle the [visibility](../Settings/Data Visibility/Data Visibility.md) of different data series (e.g., specific issue statuses, report types) on the trend charts, allowing for focused analysis.
🔗 Related Features & System Connections
The “Basic” Executive Summary Dashboard is deeply integrated with other Nimbly systems:
- Advanced Tab (Executive Summary): Provides an alternative, potentially more granular or tabular view within the same dashboard, offering a deeper dive when needed.
- Operational KPI Dashboard: Offers a distinct, more operations-focused set of KPIs and drill-downs, complementing the executive overview.
- Issue Management System: The primary source of all data related to issue counts, statuses, trends, and resolution metrics.
- Reporting & Audit System: Provides all data concerning report creation, completion, status, and associated metrics.
- User, Site, Department, Category, Questionnaire Management Systems: These systems supply the master data that enables robust filtering and dimensional analysis across all dashboard components.
✅ Best Practices: Maximizing Your Insights
To get the most out of the “Basic” Executive Summary Dashboard, consider these actionable tips:
- Filter for Context: Always begin by setting relevant global filters (Date Range, Department, Site, etc.) to ensure that you are analyzing the data within a meaningful and actionable scope.
- Monitor Trends Regularly: Utilize the “Trends” chart with different “Period” settings to understand long-term performance patterns over time. Pay close attention to the relationship between “Opened [Issues](../Issue Tracker/IssueTrackerOverview.md)” and “Resolved [Issues](../Issue Tracker/IssueTrackerOverview.md)” to assess operational efficiency.
- Identify Key Contributors: Use the “Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Categories” and “Top [Issues](../Issue Tracker/IssueTrackerOverview.md) by Questionnaires” donut charts to quickly pinpoint which areas or audit types are generating the most [issues](../Issue Tracker/IssueTrackerOverview.md), guiding where to focus improvement efforts.
- Compare Performance Across Dimensions: Systematically use the “Site View,” “Assignee View,” and “Department View” sections. This allows for direct comparison of performance on key metrics (issue volume, report completion rate, issue resolution rate) and helps identify specific areas for improvement or recognition.
- Correlate Metrics for Deeper Understanding: Look for relationships between different metrics. For example, if a particular department shows a low report completion rate, does it also correlate with a lower issue resolution rate, indicating systemic challenges?
- Focus on High-Impact Areas: The dashboard is designed to help you quickly identify areas (be it categories, sites, assignees, or departments) that are underperforming or contributing to a high volume of [issues](../Issue Tracker/IssueTrackerOverview.md), enabling targeted management attention and intervention.
- Utilize Report Metrics for Discipline: The “Report Metrics” card provides a swift overview of your team’s reporting discipline (e.g., adherence to scheduled reports vs. ad-hoc) and overall effectiveness (completed, missed, pending reports).
Video:
🗺️ Nimbly Executive Summary Dashboard: The Power of the Heatmap
This powerful visualization within your Executive Summary Dashboard transforms raw performance metrics into intuitive, color-coded maps. Quickly pinpoint high-risk regions, identify areas excelling in issue resolution, and drive targeted strategies based on real-world location data.
🌟 Feature Overview
The “Heatmap” feature provides an invaluable geographical visualization of key performance indicators, primarily focusing on “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” or “Issue Resolution Rate.” It overlays a dynamic map with interactive markers or color-coded regions, indicating the density, concentration, or performance level of [issues](../Issue Tracker/IssueTrackerOverview.md) and reports across your operational areas. This allows executives and managers to swiftly identify geographical hotspots that demand attention or areas that are consistently performing well, facilitating data-driven decision-making and targeted interventions.
🟢 Current Status
The Heatmap feature is Fully Released and available for immediate use.
💻 Platform Compatibility
This powerful visualization is accessible via:
- Web: The primary platform, fully integrated into the Nimbly web application (e.g., accessed at
admin.hellonimbly.com/analytics/executive).
🔑 Access & [Permissions](../Settings/Access control/Access Control.md)
Access to the Heatmap is tailored to specific user roles and dashboard filters:
- Authenticated Users: Requires a valid login to the Nimbly web application (e.g., user “CS Nimbly”).
- Role-Based Access: Primarily accessible to users in executive, managerial, or analytical roles who require a strategic geographical overview of operational performance.
- Data Scope: The data displayed on the Heatmap is always dynamically filtered by the global filters applied on the Executive Summary dashboard (e.g., Date Range, Site Group/Region, Department, User, etc.).
✨ Key Capabilities: Visualizing Performance Geographically
The Nimbly Heatmap offers a rich set of functionalities for insightful geographical analysis:
- Geographical Visualization: Displays an interactive map (likely powered by Google Maps based on UI cues) that serves as the canvas for your performance data.
- Metric Overlay: Performance data is intelligently overlaid onto the map, transforming abstract numbers into visual patterns.
- Dynamic Markers: Locations are represented by dynamic markers that adapt to zoom levels.
- Intuitive Color-Coding / Intensity:
- Markers or map areas are color-coded (e.g., red for high issue counts/poor performance, green for low issue counts/good performance) or vary in size/intensity.
- The video illustrates this with numbered red circle markers indicating aggregated counts (e.g., “223,” “1004,” “476,” “93”).
- Interactive Map Controls: Empowering users with standard map functionalities:
- Zoom in/out to adjust granularity.
- Pan across the map to explore different regions.
- Flexible Metric Selection: The heatmap dynamically reflects the metric selected on the main dashboard cards (e.g., “View by:” dropdown on “Site Performance” cards). Users can switch between metrics like “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” and “Issue Resolution Rate,” and the heatmap updates in real-time.
- Intelligent Data Aggregation: Numbers on the markers likely represent aggregated data for a larger region or a cluster of sites. As you zoom in, these aggregated markers intelligently break down into more granular markers representing smaller areas or individual sites.
- Seamless Filter Integration: The heatmap completely integrates with the global filters (Date Range, Site Group/Region, Department, User, etc.) of the Executive Summary Dashboard, ensuring consistent data context.
- Contextual Information: The “Last Updated” timestamp for the entire dashboard also applies to the Heatmap, ensuring you’re aware of the data’s freshness.
🚀 Core Workflows & UI Walkthrough
Here’s how to effectively use the Heatmap feature:
1. Accessing the Heatmap
- Navigate: From your Nimbly web application, navigate to the “Executive Summary” dashboard.
- Activate Heatmap: At the top right of the dashboard, locate and click the “Heatmap” link or button.
- The main dashboard area (where your charts and performance cards were previously displayed) will be replaced by the interactive map visualization.
2. Applying Global Filters
- Open Filters: Click the “Filters” button, typically located at the top right of the dashboard.
- Set Criteria: Apply your desired filtering criteria such as:
- “Date Range”
- “Site Group/Region”
- “Department”
- “User”
- “Questionnaire”
- …and any other relevant filters.
- Apply: Click “Apply.” The Heatmap will automatically refresh to display data specifically tailored to your selected filters.
3. Interpreting the Heatmap
- Initial Overview: Start by observing the map zoomed out. Look for clusters of colored markers, especially the red ones with high numbers, which indicate areas with a high concentration of “Open [Issues](../Issue Tracker/IssueTrackerOverview.md)” (if “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” is your selected metric).
- Zooming for Detail: Use the map’s interactive controls (or your mouse scroll wheel/pinch gestures) to zoom in on specific regions of interest. As you zoom, aggregated regional markers will typically break down into more granular markers representing smaller areas or individual sites, providing finer detail.
- Panning for Exploration: Click and drag the map to pan across and explore different geographical areas of your operations.
- Marker Information: While not explicitly detailed in the video, standard behavior for such maps often allows hovering over or clicking on a marker to reveal a tooltip with the location name and the precise metric value for that point.
4. Changing the Displayed Metric
The Heatmap’s visualization is directly linked to the metrics chosen for the main performance cards on the Executive Summary dashboard.
- Return to Tab: Navigate back to one of the main dashboard tabs (e.g., “[Issues](../Issue Tracker/IssueTrackerOverview.md),” “Reports,” or “QC Performance”).
- Select New Metric: On a relevant performance card (e.g., “Site Performance”), use the “View by:” dropdown to select a different metric. For instance, change from “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” to “Issue Resolution Rate.”
- Re-access Heatmap: Click the “Heatmap” link again. The Heatmap will now dynamically reflect the newly selected metric, with colors and numbers representing Issue Resolution Rate percentages instead of counts.
⚙️ Configuration & Customization
The Heatmap’s flexibility comes from its integration with existing dashboard controls:
- Global Filters: The primary and most powerful way to customize the data displayed on the Heatmap (Date Range, Site Group/Region, Department, User, Questionnaire, etc.).
- Metric Selection: Indirectly configured by changing the “View by:” metric on the associated Executive Summary dashboard performance cards. This allows you to toggle the focus of your geographical analysis.
- Map Interaction: Standard map controls for zooming and panning provide direct interaction for exploring geographical areas.
🔗 Related Features & System Connections
The Heatmap is an integral part of the Nimbly analytics ecosystem:
- Executive Summary Dashboard: The Heatmap functions as a dynamic visualization mode within this dashboard, sharing its global filters and core data context.
- Operational KPI Dashboard & Admin Dashboard: Other analytical views that can provide deeper context or allow for further investigation of trends and anomalies identified on the Heatmap.
- Site/Location Management System: Crucially provides the geographical data (addresses, geocoordinates) necessary to accurately plot and visualize locations on the map.
- Issue Management & Reporting Systems: These are the foundational data sources, supplying all the underlying performance data (issue counts, resolution rates, report completion rates) that is brilliantly visualized on the Heatmap.
- Mapping Service API (e.g., Google Maps API): Provides the robust base map, rendering capabilities, and interactive functionalities.
✅ Best Practices: Maximizing Your Heatmap Insights
Leverage the Heatmap effectively with these actionable tips:
- Apply Filters Strategically: Always start by using the global filters to narrow down the Heatmap to specific regions, relevant timeframes, or operational areas that are most critical to your analysis.
- Start with a Broad View: Initially view the Heatmap zoomed out to quickly identify overarching hotspots, underperforming regions, or areas of general concern.
- Zoom In for Granularity: Once high-level patterns are identified, zoom into specific regions to observe more detailed distributions and potentially pinpoint individual site performance.
- Switch Metrics for Different Perspectives: Regularly toggle between metrics like “Open [Issues](../Issue Tracker/IssueTrackerOverview.md) Count” and “Issue Resolution Rate” (or other relevant metrics available for heatmap display) to gain diverse perspectives on geographical performance.
- Correlate with Other Dashboard Views: Do not view the Heatmap in isolation. Use insights from the Heatmap in conjunction with the detailed charts and tables on the “[Issues](../Issue Tracker/IssueTrackerOverview.md),” “Reports,” and “QC Performance” tabs to build a truly comprehensive understanding. For example, if a region shows a high number of “Open [Issues](../Issue Tracker/IssueTrackerOverview.md)” on the Heatmap, then check the “Site Performance” chart for that specific region to identify which individual sites are contributing most to the issue count.
- Understand Data Aggregation Levels: Be aware that the numbered markers at higher zoom levels represent aggregated data. Zoom in sufficiently to reveal finer details and individual site performance if that level of granularity is required.
- Check “Last Updated” Timestamp: Always be mindful of the data’s freshness, as indicated by the “Last Updated” timestamp on the dashboard, especially when making critical decisions.
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