Workflow Overview Dashboard

The Workflow Overview Dashboard provides a centralized, real-time view of your CRM's automation performance. This single screen consolidates key metrics, allowing you to monitor the health and activity of all your workflows without needing to inspect each one individually.

Important: This feature is currently in Labs. For more information, please refer to the Labs Features documentation for your sub-account.

Key Benefits

Using the dashboard offers several advantages for managing your automations:

• Unified Visibility: See a summary of all your workflows, including published versions and total enrollments, on one page.
• Trend Insights: Observe enrollment patterns over time to quickly identify significant increases or decreases in activity.
• Smart Filtering: Narrow down the data by trigger type, specific workflow, contact, form, or survey for a more focused analysis.
• Error Tracking: Immediately spot workflows that have encountered problems using the Error Review Summary.

Key Components

The dashboard presents a high-level summary with the total number of workflows, published workflows, and overall enrollments. The main components include:

1. Workflow Enrollments Over Time: A graphical view that helps you track trigger activity and enrollment trends on a weekly basis.
2. Trigger Analysis Filter: Use this filter to analyze data by trigger type, form, or survey to examine the performance of specific workflows.
3. Error Review Summary: This section highlights workflows that have experienced errors. Click the "Needs Review" link to see all affected workflows and investigate the specific issues.

Important: The data for the Trigger Analysis is available for the last 30 days. All information is displayed in your account's timezone and can be filtered using a custom date range.

Frequently Asked Questions

Q: Can I filter data by a custom date range?
A: Yes, you can select any custom date range to view enrollment trends and statistics.

Q: What timezone does the data reflect?
A: All data is shown according to your account's set timezone.

Q: Where can I find workflows with errors?
A: Workflows with errors are listed in the Error Review Summary. Click "Needs Review" for a detailed breakdown.

Q: Where can I see high-level performance across all workflows?
A: Navigate to the Workflow Overview Dashboard (found under Automations → Overview) to see enrollments and error summaries. From there, you can drill down into the Trigger Stats of a specific workflow for more detail.