Company Wide Issue Analysis Dashboard

Overview

The Company-Level Issue and Process Analysis Dashboards provide a holistic view of project health, issue resolution, and workflow efficiency across all projects. Designed for both high-level monitoring and detailed investigation, these dashboards help teams track progress, identify risks, and drive timely actions. 

• Purpose: What does the Company Wide Issue Analysis Offer
• Who It’s For: User with acces to company wide reporting

Prerequisites: Included in Licence

✅ Company-Wide Issue Summary 

The report gives users a top-down view of issue volume and performance — from total issues logged to how many are still open, late, or closed. It helps stakeholders quickly understand how projects are progressing overall. 

1. How It Works

   • Segmentation by Levels:
     Projects are grouped into three hierarchical levels for flexible analysis. In this example, the levels are:

     • Country

     • Region

     • Sector

   • These levels are configurable — for example, you could switch to Project Manager → Principal Contractor → Build Type to reflect different reporting needs.

   • Key Metrics:
     A summary section at the top of the page shows total project and issue counts, as well as performance metrics like:

     • Percentage of issues closed

     • Percentage of issues that are late

     • Average durations to resolve, respond, and close issues

   • Visuals by Grouping:
     Bar and line charts show issue performance across each grouping (e.g. by country, region, or sector), making it easy to spot high-performing or at-risk areas.

   • Project Issue Table:
     A detailed table breaks down all key metrics by project groupings. This provides a structured way to explore which areas are seeing delays, have the most late issues, or are performing well. 

✅Interactivity & Export

1. Drill-Through Capability
   • You can drill into more detail by right-clicking on any Level 1 row (e.g. a country or group name) and selecting “Drill through → Level 1 Overview.” This reveals further insights about the selected group — allowing deeper analysis without leaving the page. 
2. Data Export:
   • You can export the data behind almost any visual by selecting the visual menu (three dots) and choosing Export data. This is helpful for ad hoc analysis or sharing filtered insights. 

✅ Visuals

Trend Analysis:

Progress Over Time: 

• Tracks the cumulative number of created, closed, and remaining issues over months, offering an overview of issue resolution trends.
• Performance Over Time: Highlights monthly progress in terms of remaining issues and closed issues, pinpointing the best-performing months.

Project-Specific Details:

• Drill-Through Feature: Right-click on any project to access detailed insights, including average issueresolution time, late issue percentage, and specific issue categories.
• Detailed Project View: For selected projects, view open, late, and closed issues categorized bytemplates, locations, and priorities.

What-If Analysis:

• Scenario Testing: Simulate how changes in issue closure rates and weekly closures could impact the project's estimated end date.
• Adjustable Parameters: Users can tweak the average weekly closure period, issues to close per week, and filter by issue type or responsible party.

Interactive Elements:

Filters and Drill-Downs: 

• Customers can interact with visuals to explore data at various levels of granularity.
• Actionable Insights: Identify late or unresolved issues and take informed actions based on project or division trends.
• Company Wide Issue Analysis Dashboard

Detailed Breakdown:

Processes by Category and Project:

• Forms are categorized (e.g., Quality Assurance, Inspections, ITP Checklists).
• Each category is broken down by project, showing form counts for better clarity.

Processes by Project, Drawing Hierarchy, and Status:

• Detailed breakdown of form statuses (e.g., Open, Closed, With Subcontractor) by individual projects.
• Company Wide Process Analysis Dashboard

Trends and Performance:

Status Group/Status Distribution:

• Visual breakdown of forms grouped by status for a simplified overview.

Open Forms by Created Team:

• Highlights which teams are responsible for the most open forms, offering actionable
• insights for team performance monitoring.

Average Status Duration by Project:

• Displays the average time forms spend in a particular status (e.g., Open, Client
• Approval) for each project.
• Helps identify projects with slower workflows.

✨To know how to provision your project see here

FAQs & Troubleshooting

Q: Can I change how projects are grouped? 
A: Yes. The dashboard supports flexible grouping at three levels (e.g. Country → Region → Sector), but these can be reconfigured to suit your reporting needs — such as Project Manager → Principal Contractor → Build Type. 

Q: How do I view more detailed data for a specific project or group? 
A: You can right-click on any row in the Project Issue Details table (Level 1) and select Drill through → Level 1 Overview to explore deeper insights about that group. 

Q: Can I export data from the visuals? 
A: Yes. Click the ellipsis (⋯) in the top-right corner of most visuals and choose Export data. You can export to Excel or CSV for further analysis or sharing. 

Q: Why are some durations listed as 'Not Available'? 
A: Duration metrics (e.g., time to resolve or respond) may show as 'Not Available' if the required data isn’t recorded consistently for that group or if the relevant statuses haven’t been used.

Q: What does 'Late %' mean?  
A: Late % shows the proportion of issues that are currently overdue based on their due dates. 

Q: How often is the data refreshed? 
A: Refer to the timestamp in the top right of the dashboard to see the last refresh date. Data is typically updated on a scheduled basis (e.g., daily or weekly), depending on system setup. 

Q: Can I filter by project or issue type? 
A: Yes. Use the available filters in the left-hand pane to narrow down the view by project name, responsible party, issue type, or other dimensions depending on the filter setup.