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Performance Insights

 

Looking to track your own and your teams performance on certain projects? Wouldn’t it be great to be able to track how much time the creative phase took compared to the production phase, or how long it took to close your sales deal? With our Performance Insights View, you can now track how long your items spent on a specific status or in a specific phase and better analyze your productivity!

Note: This feature is available for our Enterprise plans only. 

 

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How to add this view?

To add the Performance Insights View, click on the plus sign next to the "Main Table" tab located on the top left of your board. Click on "Apps" on the bottom of the menu. Next, click on "Explore more apps." This will take you to the Apps section of the views center.Group 63 (17).png 

Then go ahead and search "Performance Insights" and add it to your board.Group 67 (11).png

 

Once selected, you will find a bunch of different settings allowing you to customize your view to reflect the information you're looking for. 

Tip: Discover how to list your app in monday’s apps marketplace right here.

 

How does it work?

Once you've set up your Performance Insights View (see how below), you'll be able to track and compare the time spent on specific statuses for any given time period. The duration information reflected will be pulled from the Activity Log on your board.  If there was no status change in the Activity Log within the time period you've selected, the information displayed will be based on the item's status label at the time of the start of the time period until the end of the time period (ie. now). 

When analyzing your graph, make sure to look at the status label of interest, to understand how much time was spent on it. For example, if you're interested in seeing how much time was spent working on a project before it was completed, you would need to look at the status label "working on it" and not "done".Group 67 (14).png

 

How to customize it?

Step 1:  Choose the status column that will be measured

Click on the settings icon in the right hand corner of the screen. Here, you can select which status column you'd like to measure. Whether you're interested in learning how much time your projects remain in certain phases of the process, in certain priorities or anything else.

Note: This view currently only measures Status columns.

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Step 2: Choose the Time Period you're interested in

This refers to the time period that you're interested in analyzing and comparing. For example, if you would like to see how much time was spent in each status phase of your project over the past month, and compare it to the previous month, select "Month".Group 63 (11).png

 

Step 3: Select the Calculation Type

Here, you can define whether you'd like to see the average time spent on a status or the cumulative time spent. Group 64 (10).png

 

Step 4: Select the Y Axis Unit of Measurement


Whether you'd like to view your average or cumulative value in weeks, days, hours or minutes, you can define this here to fit your exact needs. We're interested in seeing the average number of days spent on a specific status, so we've selected "Days".Group 65 (9).png

 

Step 6: See a Drill Down of your Data

If you want to have a closer look at the data and get a more focused view, you can temporarily remove irrelevant labels on the graph, by simply clicking on the status label itself (at the bottom of the view), helping reduce noise. Let's say we're interested in seeing all status labels except "Stuck".Group 65 (10).png

 

To remove comparative data or the delta option, simply click on the label itself (at the top of the view) and it will also be temporarily removed. Group 65 (11).png

 

Filter your graph even further

You can filter directly on your graph by using the board filters. It is a great way to display the exact information you need. Let's say we're interested in seeing only the tasks on my board from the "current" group that are of high and medium priority. By selecting the relevant groups, names, or any other labels, the filter will narrow down all items that are relevant and display those only.Group 63 (12).png

 

You can access even more advanced and narrowed down filters from this dropdown menu as well. Simply click on "Switch to advanced filters" as below:Group 63 (13).png

 

You can toggle between "Quick filters" and "advanced filters" using the button on the bottom of the filter dropdown.

Display settings

You can choose whether you want your graph to be in full view or split view. By choosing the split view, you will be able to see your chart and the board itself on the same view as below: Group 63 (14).png

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.