Compass - Nimbly Documentation

Issue Insights Dashboard

10 min read

Feature Overview

The Issue Insights Dashboard isn’t just a tool; it’s your window into operational excellence within the Nimbly platform. It delivers a comprehensive, interactive, and filterable analytical view of your issue data, empowering you to visualise distributions, drill deep into specific segments, analyse trends in issue counts and resolution times, and export detailed reports. Its core value lies in enabling data-driven decision-making for continuous operational improvements, proactive issue trend identification, and robust performance monitoring related to your entire issue management lifecycle.

Current Status & Accessibility

The Issue Insights Dashboard is fully Released and boasts versatile compatibility. It’s accessible via our Web Application on any desktop browser, and now also fully supported on Mobile Browsers, ensuring you have critical insights on the go.

Access & [Permissions](../Settings/Access control/Access Control.md)

Access to this powerful dashboard is restricted to specific roles for security and data integrity. Only Admin, Account Holder, and [Super Admins](../Super Admin Organization/Super Admin Organization.md) can access the Nimbly admin platform (e.g., admin.hellonimbly.com) where the dashboard resides.

To navigate to the dashboard:

  1. From the main dashboard, select Dashboards (located in the left sidebar).
  2. Within the Dashboards section, choose Operational KPI.
  3. Click the distinctive “Click for deeper insights” button found within the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” summary card on the Operational KPI Dashboard.

Key Capabilities

The Issue Insights Dashboard is packed with features designed to give you granular control and clear understanding:

  • Advanced Filtering: Precisely target your data using a broad spectrum of criteria:
    • Managed By: Filter by specific Departments or individual Users.
    • Timeframes: Choose preset or custom Date Ranges.
    • Location & Hierarchy: Segment by Site Group/Region, individual Site, or Department.
    • User Specifics: Filter by User Role or specific User.
    • Operational Context: Analyze by Questionnaire, Category, or Issue Source.
    • Issue Status: Distinguish by Primary Status (Open, In-progress, Resolved, etc.), Secondary Status (Overdue, On Time, Pending, etc.), and Approval Status (None, Approved, Pending, etc.).
    • Identifiers & Priority: Search by specific Issue ID or Priority level.
  • Dynamic Data Visualization: Interact with vibrant pie charts illustrating Issue Status, Severity, Priority, Flag, Secondary Status, and Approval Status. Hover-over tooltips provide immediate, clear insights into counts and percentages.
  • Intuitive Drill-Down: Simply click any pie chart segment to instantly filter and refine your data view. Further refine these views by Site, Department, User, Category, or Questionnaire for deeper analysis.
  • Flexible Tabular Views: Summarized tables for “Issue Count” and “Issue Resolution Time” allow you to change the grouping (“View by”) by Site, Department, User, Category, or Questionnaire. Efficient pagination ensures smooth navigation through extensive datasets.
  • Comprehensive Reporting & Export: Our “View Details” modals enable granular tabular data exploration directly from charts and tables. You can configure displayed columns precisely and export detailed reports effortlessly in PDF, CSV, and Excel formats.
  • Seamless Issue Navigation: Instantly link from detailed reports directly to individual issue pages, streamlining your workflow.
  • Saved Filter Sets: Store and effortlessly reapply your preferred filter configurations for consistent and repeatable analysis.
  • Instant Metric Overview: Gain immediate insights from aggregate metrics like [Issues](../Issue Tracker/IssueTrackerOverview.md) Opened, [Issues](../Issue Tracker/IssueTrackerOverview.md) Closed, [Issues](../Issue Tracker/IssueTrackerOverview.md) Reoccurred, and Average Issue Resolution Time, each equipped with direct drill-down capabilities.

Core Workflows & UI Walkthrough

For a comprehensive visual demonstration of these workflows, please refer to the accompanying video tutorial. Specific timestamps for each section are provided below.

Accessing the Dashboard

  1. Log in to the Nimbly platform.
  2. Navigate to Dashboards > Operational KPI.
  3. Under the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” card, click “Click for deeper insights”.
  4. Should a “Please Note” pop-up appear regarding saved filters, click “OK” to proceed.

Understanding the Dashboard Layout

Upon entering the dashboard, you’ll discover a thoughtfully organized interface:

  • Global Filters: A prominent “Filters” button at the top right expands a comprehensive panel for refining your data.
  • Vivid Pie Chart Visualizations: A row of interactive pie charts offers immediate insights into:
    • Issue Status (Open, Resolved, In-progress, etc.)
    • Severity (e.g., Red, Yellow)
    • Priority (e.g., High, Medium, Low)
    • Flag (e.g., Green, Yellow, Red Flag)
    • Secondary Status (e.g., Overdue, On Time, Pending)
    • Approval Status (e.g., None, Approved, Pending)
  • Actionable Tabular Summaries: Below the charts, two essential tables provide detailed breakdowns:
    • Issue Count: Displays total [issues](../Issue Tracker/IssueTrackerOverview.md), open (red/yellow indicators), closed, and attachments, with flexible viewing options by Site, Department, and more.
    • Issue Resolution Time: Presents average, maximum, and minimum resolution times, also viewable by Site, Department, and other groupings.
  • Key Metric Cards: Positioned on the right, these cards highlight [Issues](../Issue Tracker/IssueTrackerOverview.md) Opened, [Issues](../Issue Tracker/IssueTrackerOverview.md) Closed, [Issues](../Issue Tracker/IssueTrackerOverview.md) Reoccurred, and Average Issue Resolution Time, each with a direct “Drill into” link for deeper investigation.
  • A “Last updated” timestamp, located at the top right, ensures you’re always aware of data recency.

Applying Global Filters

  1. Click the “Filters” button.
  2. Select your desired criteria from the various intuitive dropdowns (e.g., Date Range - “Last 30 Days”, specific Department, or User).
  3. Click “Apply” to instantaneously refresh all dashboard data based on your selections.
  4. Filters can be reset using the “Reset” button for a fresh start, or saved for future convenience with the “Save” button. A clear “Your changes have been saved” notification will confirm successful saving.

Interacting with Pie Charts & Drilling Down

  • Hover over a pie chart segment to reveal its specific count and percentage (e.g., hovering over “Open” in Issue Status might show “Open: 183”).
  • Click on a pie chart segment (e.g., “Yellow” under Severity) to filter the entire view to data related only to that segment. A helpful breadcrumb (e.g., “All [Issues](../Issue Tracker/IssueTrackerOverview.md) > Severity > Yellow”) will appear, guiding your analysis path.
  • Utilize the “Drill by” radio buttons (Site, Department, User, Category, Questionnaire) to dynamically change the perspective of your drilled-down chart.
  • To return to the broader view for that category, simply click the “All [Issues](../Issue Tracker/IssueTrackerOverview.md)” part of the breadcrumb.
  • A convenient “View Details” link is available beneath the pie charts for more granular data.

Using “View Details” (Example: From Approval Status Chart)

  1. Click “View Details” (e.g., below the Approval Status chart).
  2. A detailed “View Details” modal will gracefully appear.
  3. Group By: Select your preferred data aggregation level (Site, Department, User, Category, Questionnaire, Site Group).
  4. Column Configuration: Effortlessly customize the displayed columns using the checklist (e.g., Approved Count, Rejected Count, Pending Count are pre-selected for relevance). The table will dynamically update.
  5. Data Export: Convenient buttons at the bottom allow you to “Download as Excel,” “Download as CSV,” or “Download as PDF”. Clicking “Download as PDF,” for instance, will swiftly generate and download your report.
  6. Direct Issue Navigation: Click on any linked item within the table (e.g., “site-cochin”) to open a new modal listing specific [issues](../Issue Tracker/IssueTrackerOverview.md) for that item.
    • This modal includes a practical “Show only open [issues](../Issue Tracker/IssueTrackerOverview.md)” toggle.
    • Clicking an Issue ID (e.g., “NIMBLY-7928”) will directly open the specific issue page in a new tab, facilitating immediate action.

Interacting with “Issue Count” / “Issue Resolution Time” Tables

  • Show Rows: Select the number of rows to display per page (e.g., “5 Rows”, “10 Rows”, “All Rows”) for optimized viewing.
  • View by: Change the primary grouping of the table data using the “View by” dropdown (Site, Department, User, Category, Questionnaire).
  • Pagination: Seamlessly navigate through extensive data using “First,” “Previous,” “Next,” “End,” and direct page number links.
  • View Details: Click “View Details” at the bottom of either table.
    • This opens a dedicated modal (e.g., “Issue Count View Details” or “Issue Resolution Time View Details”).
    • The functionality is similar to the “View Details” modal from pie charts, offering comprehensive “Group By” options, customizable “Column Configuration,” and versatile download options.
    • Clicking a linked item (e.g., “Sustainnovation” from “Issue Count View Details”) opens an issue list modal specific to that item.

Drilling into Key Metrics ([Issues](../Issue Tracker/IssueTrackerOverview.md) Opened/Closed/Reoccurred)

  1. Click the “Drill into” link situated under any metric card (e.g., “[Issues](../Issue Tracker/IssueTrackerOverview.md) Closed”).
  2. A pertinent modal (e.g., “Issue Closed”) will appear.
  3. View by: Select the primary grouping (Site, Department, Assigned To, Category) using the convenient radio buttons.
  4. Drill by: Add additional columns or dimensions to your view by checking the corresponding boxes (Department, Assigned To, Category, Questionnaire). The table will dynamically update to incorporate these new columns.
  5. Clear breadcrumbs at the bottom left will display your current drill path (e.g., Site > Department > Assigned To > Category > Questionnaire).
  6. Pagination and various download options are readily available.

Configuration & Customization

The Issue Insights Dashboard is built for flexibility, allowing you to tailor your analytical experience:

  • Global Filters: Configure extensive filters to precisely narrow your dataset. Crucially, these configurations can be saved using the “Save” button and reapplied instantly for consistent and efficient analysis. A confirming pop-up, “Your changes have been saved,” ensures you know your settings are secure.
  • “View Details” Modals: Empower yourself by customizing the displayed columns through the intuitive “Column Configuration” checklist. The “Group By” option further allows you to dynamically change the aggregation level of the presented data.
  • Dashboard Tables (“Issue Count”, “Issue Resolution Time”): Fine-tune your viewing experience with the “Show X Rows” dropdown for pagination control, and adapt the primary dimension for data aggregation within the table using the “View by” dropdown.

Related Features & System Connections

The Issue Insights Dashboard is a cornerstone of the Nimbly platform, seamlessly integrated with other critical features:

  • Operational KPI Dashboard: It serves as the definitive, detailed drill-down from the “[Issues](../Issue Tracker/IssueTrackerOverview.md)” section of this higher-level operational dashboard.
  • [Issues](../Issue Tracker/IssueTrackerOverview.md) Management Module: This module is the foundational data source for all insights presented. Direct links from the dashboard and its detailed views lead straight to individual issue pages within this module, facilitating immediate action.
  • Core System Entities: Underlying data for filtering and grouping—such as Users, Departments, Sites, Questionnaires, and Categories—are directly pulled from these central system management modules.
  • Robust Reporting/Export Engine: This powerful engine is utilized for generating the high-quality PDF, CSV, and Excel files you can export.

Best Practices for Maximizing Insights

To fully leverage the power of the Issue Insights Dashboard, we recommend these best practices:

  • Strategic Filtering: Always begin by utilizing the comprehensive global filters to pinpoint specific areas of interest (e.g., [issues](../Issue Tracker/IssueTrackerOverview.md) for a particular site over the last quarter, or high-priority [issues](../Issue Tracker/IssueTrackerOverview.md) assigned to a specific department).
  • Save & Reuse: For recurring reports or focused analysis, save your frequently used filter sets. This ensures quick, consistent, and accurate reporting.
  • Proactive Monitoring: Regularly monitor the interactive pie charts for emerging trends in issue statuses, severities, and priorities. This enables you to proactively identify and address potential problems before they escalate.
  • Investigative Drill-Downs: Don’t just view the summary. Use the drill-down capabilities on charts and key metric cards to thoroughly investigate anomalies or fully understand the composition of any specific data segment.
  • In-Depth Analysis: Before exporting, make full use of the “View Details” modals and their customizable column configurations for a thorough, in-depth analysis of your data.
  • Resolution Time Focus: Pay close attention to the “Average Issue Resolution Time” and employ the “Issue Resolution Time” table, combined with targeted filters, to pinpoint bottlenecks or recognize high-performing teams/users.
  • Multi-Perspective Analysis: Gain diverse perspectives on the same dataset by intelligently changing the “View by” and “Group By” options in tables and detail views.

Attachments & References

🎥 Feature Video Walkthrough

Graph View

Backlinks