Flexible Dashboards give Admins a powerful way to build custom dashboard views using pre-built insight cards—so you can track what matters most, all in one place.

With Flexible Dashboards, you can:

Choose from a catalog of ready-to-use insights
Arrange cards into layouts that fit your reporting needs
Apply a single date range filter across the entire dashboard
Drill into underlying data and export insights for sharing

Note: Dashboards are available to Admin users only.

Key Features

Dashboard Management

Create, view, edit, duplicate, and delete dashboards
Rename dashboards at any time

Insight Catalog

Access a growing catalog of pre-built insight cards across five categories:

Requests
Projects
Tasks
Users
Capacity Management

Drill-Through Reporting

Click any insight card to view the underlying data
Drill into record-level details behind summary metrics

Export Options

Export insight data as CSV files
Export dashboards or individual insights as PDFs
Export summary and drill-through data separately

Date Range Filtering

Apply a single date range filter across the entire dashboard

Flexible Layouts

Drag and drop insight cards to rearrange your dashboard layout

Getting Started

Accessing Dashboards

In the left-hand navigation, select Dashboards (located between Home and Insights)
Click Create Dashboard
Enter a name for your dashboard

Adding Insight Cards

Select Add Insights
Browse or select from the five insight categories:
- Requests
- Projects
- Tasks
- Users
- Capacity Management
Click an insight card to select it
Mix and match cards across categories
Click Add Selected to add them to your dashboard

Once added, cards can be repositioned using drag-and-drop.

Available Insight Cards

Requests

Insight Card	Description
Request Decision Rate	Percentage of requests with a decision date
Request Status	Active requests and their current status
Request Time in Review	Requests currently in review and time spent
Requests Declined	Declined requests and decline reasons
Requests Submitted	Total number of submitted requests
Requests by Business Unit	Active requests by business unit and status
Requests by Priority	Active requests by priority level
Requests by Type	Active requests by request type

Projects

Insight Card	Description
Project Status	Active projects by current status
Projects Completed	Total number of completed projects
Projects Created	Total number of projects created
Projects Started	Total number of projects started
Projects Targeted for Completion	Projects targeted for completion
Projects by Business Unit	Active projects by business unit
Projects by Category	Distribution of projects by category
Projects by Program	Active projects by program

Tasks

Insight Card	Description
Demand Hours on Tasks	Total estimated hours across all tasks
Task Status	Active tasks by status

Users

Insight Card	Description
Available Hours	Remaining hours after tasks, events, and time off
Capacity Hours	Total capacity after accounting for time off

Capacity Management

Insight Card	Description
Actual Hours	Total logged task hours
Allocated Hours	Total estimated hours assigned to tasks
Utilization by Job Function	Utilization by job function
Utilization by Team	Utilization by learning team
Utilization by User	Utilization by individual user

Viewing Your Dashboards

Managing Insight Cards

Use the three-dot menu in the top-right corner of an insight card to:

View Insight Data
Drill into the underlying data behind the card
Export Data
Download a CSV of the summary or drill-through data
Export PDF
Export the card as it appears on screen
Delete Insight
Remove the card from the dashboard

Important: Always click Save Changes after creating or editing dashboards.

Managing the Dashboard

Use the three-dot menu in the top-right corner of the dashboard to:

Export PDF
Download a PDF of the entire dashboard
Edit Dashboard Name
Rename the dashboard
Delete Dashboard
Permanently delete the dashboard (this cannot be undone)

Filtering Your Data

Dashboards support date range filtering across all insight cards.

Select Filter
Choose a timeframe
Click Apply

All insight cards will update to reflect the selected date range.

Notes

PDF Export of Scrollable Cards
Only the visible portion of a card is included in PDF exports. Scrollable content off-screen will not appear.
Limited Dashboard Filters
Only date range filtering is currently supported. Team-based filtering is in development.
No Custom Field Reporting
Insight cards do not support filtering, grouping, or reporting on custom fields.
Dashboard Sharing Not Available
Dashboards cannot be shared with other users at this time. This feature is in active development.
Admin-Only Access
Non-Admin users cannot see or interact with Dashboards.
No Card Resizing
Cards can be repositioned but not resized.

Glossary of Terms

The following terms appear in Dashboard insight cards.

Term	Definition
Demand Hours	The estimated hours of a task. This represents the expected effort required to complete the task
Allocated Hours	The duration assigned to tasks. For assigned tasks, this equals the estimated hours
Allocated Hours per Assignee	Allocated Hours divided by number of assignees
Allocated Hours per Assignee per Day	Allocated Hours per assignee divided by business days
Actual Hours	Actual time logged by users
Scheduled Hours	Time spent facilitating events (ILT, vILT, Hybrid)
Available Hours	Capacity Hours minus Allocated and Scheduled Hours
Capacity Hours	Total working hours after time off
Projected Utilization	(Allocated + Scheduled) ÷ Capacity Hours
Actual Utilization	(Actual + Scheduled) ÷ Capacity Hours
Task Allocation Rate	Allocated Hours ÷ Demand Hours
Task Allocation Utilization Rate	Actual Hours ÷ Allocated Hours