Dashboard
Offers insights into the customizable dashboard for monitoring and managing workflows.
Introduction
The Customizable Dashboard in Autom Mate is designed to provide users with a highly adaptable platform to monitor and visualize essential data. The dashboard serves as a dynamic tool that allows for the tracking of automation processes, operational performance, and user activities. By configuring widgets and applying various filters, users can fine-tune their dashboard to reflect their specific monitoring needs, making it an indispensable resource for data-driven decision-making.
Dashboard Overview
The Dashboard Overview section provides users with an intuitive interface that offers several essential features for managing data and configuring the dashboard layout to suit their monitoring preferences.
Key Features
Dashboard View Selection: Users can switch between various pre-configured dashboard views via the drop-down menu. This feature allows users to focus on specific data sets or operational areas without needing to manually adjust the widgets every time they want to shift perspectives.
Refresh Data Button: Positioned next to the view selection menu, the Refresh Data button ensures that the data displayed on the dashboard is up to date. This feature is essential for real-time monitoring environments where timely data is critical for making informed decisions.
Customize Button: The Customize Button allows users to modify the layout and arrangement of widgets on the dashboard. By clicking this button, users can move, add, or remove widgets, ensuring that the dashboard is organized in a way that best fits their needs.
Time Filter: The Time Filter feature enables users to filter the data displayed in the widgets based on specific time ranges. Users can select from predefined options such as day, week, month, year, or custom date ranges to analyze trends over various periods. This is particularly useful for tracking performance metrics over time.
Adding and Customizing Widgets
Widgets form the core of the dashboard's functionality, allowing users to display data in various formats that best suit their operational needs.
Adding Widgets: To add a new widget to the dashboard:
Click the Plus (+) button on the dashboard interface.
A selection panel will appear, from which users can choose a report type relevant to their specific use case, such as automation performance, audit reports, or user activity.
Selecting Report Types: Autom Mate offers several report categories for widget creation:
Widget Configuration Options
Once a widget has been added, users can configure it to display relevant data in the most effective format. The available configuration options include:
Filters
Users can apply both time filters and custom filters to refine the data displayed in the widget. Time filters allow users to view data over specific periods (e.g., day, week, month, year, or custom date ranges), while custom filters enable more granular control over which data points are shown.
Some widgets, particularly those displaying totals or high-level summaries, may present data in a String format for simplicity.
Time Filter and Lock Timeframe Functionality
Autom Mateβs Time Filter allows users to apply specific time ranges to the data displayed in widgets, offering flexibility in how data is viewed. The behavior of the Time Filter changes based on the state of the lock timeframe feature:
Timeframe Functionality
When the Lock Timeframe is Closed (Disabled): Widgets on the dashboard will update based on the selected time range in the Time Filter located at the top-right corner of the dashboard. This means users can apply various time ranges (day, week, month, year, or custom) and see the widgets refresh accordingly to display the relevant data for that period.
When the Lock Timeframe is Open (Enabled): If the lock timeframe is enabled, the Time Filter will automatically apply an all-time range to the widgets, overriding any other time selection. This ensures that the data displayed is comprehensive and covers the entire operational period of the automs.
This feature provides users with both flexibility and control over how they view historical and real-time data, making it easier to focus on specific timeframes or see the full scope of operations.
Report Configurations for Each Report Type
The following is a detailed breakdown of each available report type, including configuration options that allow users to customize their dashboards based on specific operational needs.
Autom Reports
Autom reports provide insights into the performance and health of automation processes within Autom Mate. These reports help administrators monitor key metrics such as autom utilization, success rates, and operational runtimes, which are crucial for optimizing automation workflows.
Autom Utilization
This report tracks the usage of automs, displaying data on active, disabled, and total automs. It provides administrators with an overview of how extensively automation is being deployed across the organization.
Configuration:
Columns : Active, Disabled, and Total Automs.
Grouping : Users can group data by automGroup, userName, or triggerType, enabling comparisons across different teams or workflows.
Time Filters : This report does not support time filters.
Sorting : Data can be sorted in ascending or descending order.
Available Chart Types : Column, Bar, Pie Chart, List View.
Autom Health
This report presents a success/failure analysis of automs, offering insights into which automs are functioning as expected and which may need further investigation. By analyzing success and failure rates, administrators can identify potential areas of improvement in their automation processes.
Configuration:
Columns : Success, Failed.
Grouping : Data can be grouped by automGroup, userName (run_by), automName, or triggerType.
Time Filters : Time filters include day, week, month, year, all-time, and custom date ranges.
Sorting : Data can be sorted in ascending or descending order based on success or failure rates.
Available Chart Types : Column, Bar, Pie Chart, List View, Area Chart.
Autom Runtime
This report tracks the average and total runtimes of automs, helping users monitor the efficiency of their automation processes. Autom runtime data is crucial for understanding the performance of individual automs or groups of automs, particularly in environments where operational speed is a critical metric.
Configuration:
Columns : Average runtime, All runtimes.
Grouping : Data can be grouped by Autom Name, User Name, Autom Group, or Trigger Type, providing flexibility in how runtime data is analyzed.
Time Filters : Time filters include day, week, month, year, all time, and custom date ranges.
Sorting : Ascending or descending sorting is available, allowing users to prioritize automs based on runtime performance.
Available Chart Types : Column, Bar, Pie Chart, List View, Area Chart.
Autom Run Count
This report provides a detailed view of the total number of autom runs over a specific period. It enables administrators to track the frequency of automation processes, helping them assess how effectively automation is being utilized within the organization.
Configuration:
Columns : Total run count.
Grouping : Data can be grouped by Autom Name, User Name or Autom Group facilitating comparisons across teams or workflows.
Time Filters : Available time filters include day, week, month, year, all time, and custom date ranges.
Sorting : Data can be sorted in ascending or descending order based on run counts.
Available Chart Types : Column, Bar, Pie Chart, List View.
Autom Audit Reports
Autom audit reports focus on system credentials, agent performance, and audit tracking. These reports are critical for ensuring compliance with security policies, monitoring system integrity, and tracking credential usage within the Autom Mate platform.
App Credential Report
This report tracks the total number of credentials used by applications within the Autom Mate platform. It provides a detailed view of credential usage, helping administrators ensure that credentials are being managed securely and efficiently.
Configuration:
Columns : Total credential count.
Grouping : Data can be grouped by app or userName (created_by), allowing administrators to see how credentials are being used across different applications or by different users.
Time Filters : Available time filters include day, week, month, year, all time, and custom date ranges.
Sorting : Data can be sorted in ascending or descending order based on credential usage.
Available Chart Types : Column, Bar, Pie Chart, List View.
Custom Credential Report
This report provides an overview of custom credentials created by users within Autom Mate. Monitoring custom credential usage is essential for ensuring that user-generated credentials are secure and comply with organizational policies.
Configuration:
Columns : Total credential count.
Grouping : Data can be grouped by userName (created_by) to track which users are creating and managing credentials.
Time Filters : Supports day, week, month, year, all-time, and custom date filters.
Sorting : Data can be sorted in ascending or descending order.
Available Chart Types : Column, Bar, Pie Chart, List View.
Mate Agents
This report tracks autom counts by Mate Agents, providing insights into how well agents are managing their assigned automs. By tracking agent performance, administrators can ensure that automation workflows are being handled efficiently.
Configuration:
Columns : Total autom count by Mate Agent.
Grouping : Data can be grouped by Mate Agent or User Name, offering flexibility in how agent performance is analyzed.
Time Filters : Available time filters include day, week, month, year, all time, and custom date ranges.
Sorting : Ascending or descending sorting options are available.
Available Chart Types : Column, Bar, Pie Chart, List View.
User Audit Reports
User audit reports provide insights into user activities and system roles within Autom Mate. These reports help administrators track system usage, monitor access control, and ensure that users are adhering to organizational policies.
User Report
This report provides an overview of the total number of users within the system, along with details on their roles and activities. It is a vital tool for monitoring user access and system usage.
Configuration:
Columns : Total user count.
Grouping : Data can be grouped by user role or by the date the user was created, allowing for detailed tracking of user activity.
Time Filters : Available time filters include day, week, month, year, all-time, and custom date ranges.
Sorting : Data can be sorted in ascending or descending order based on user activity or role.
Available Chart Types : String, List View.
The Customizable Dashboard in Autom Mate is a powerful tool designed to help organizations monitor automation processes, credential usage, agent performance, and user activities. By leveraging customizable widgets, filtering options, and dynamic data visualization, users can create dashboards that are perfectly aligned with their operational goals. This level of customization allows for deep insights into Autom performance, system security, and user behavior, ensuring that organizations can make informed decisions based on real-time data.
Business Impact & Dashboard Calculations
Overview
Autom Mate calculates dashboard metrics by combining:
Operational data (autom executions)
User-defined inputs (resources, effort, cost)
System assumptions (standard working time)
These calculations power:
Dashboard widgets
Reports
Summary emails
All values are derived from a single calculation model.
Metric Types
Operational Metrics (System Generated)
These are calculated automatically from execution data:
Total Runs
Successful Runs
Failed Runs
No configuration is required.
Business Impact Metrics (Calculated)
These are derived from inputs and system calculations:
Estimated Time Saved
Estimated Cost Reduction
Estimated Revenue Generation
Estimated Risk Avoidance
Estimated Saving
Total Business Impact
Input Model
Business impact calculations are based on inputs defined per autom/task:
Resources required for task (FTE)
Average annual salary
Time to do this task (%)
Time saved by product (%)
Cost of other resources (licenses, tools, etc.)
These inputs define the effort and financial impact of the automated work.
System Assumptions
Autom Mate uses fixed assumptions to standardize calculations:
Daily Working Hours:
8 hoursAnnual Working Days:
251 days
These values represent a typical full-time working schedule and are applied automatically during calculations.
These are not configurable inputs and are used to ensure consistency across all reports.
Time Saved Calculation
Time saved is the foundation of all business impact metrics.
Formula
Example
Aggregation
Estimated Time Saved
The Estimated Time Saved widget reflects:
In summary emails, this appears as:
Hours Saved
Business Impact Components
Business impact is calculated using three components:
Cost Reduction
Revenue Generation
Risk Avoidance
Total Business Impact
This is the main financial impact metric.
Formula
Mapping
Total Business Impact
Total Saved
In summary emails, Total Saved = Total Business Impact
Estimated Saving
Estimated Saving reflects net value after additional costs.
Formula
Summary Email Metrics
Dashboard Summary Mail includes:
Total Runs β Total executions in period
Successful Runs β Completed without failure
Failed Runs β Failed executions
Hours Saved β From time saved calculation
Total BI Created β Total Business Impact
Period Comparison (Ξ vs prior)
Each metric is compared with the previous period:
Weekly β previous week
Monthly β previous month
Yearly β previous year
Displayed as percentage change:
Positive β increase
Negative β decrease
0% β no change
Data Flow
Important Notes
Time saved is the core driver of all business impact metrics
System assumptions (8 hours, 251 days) are always applied
Business impact is calculated once and reused across all views
Summary emails display already calculated values
Accuracy depends on correct input configuration
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