# Dashboard

The analysis and insights of data collected by Process Intelligence Agents are shown on the Process Intelligence Dashboard for Analyst and Data-viewer users. Admin users can also access the Admin panel where customer and data collection settings are managed. 

***

## Login to Dashboard 

Dashboard access is controlled through the Admin panel of Process Intelligence Dashboard. Admins can invite, remove and edit user permissions. Invitation email includes the sign-in URL for the dashboard. Customer can find the Process Intelligence Azure Enterprise Application also through the Azure AD Gallery. Users are authenticated using OpenID Connect with Azure AD. 

## Password management 

Customer’s password policy applies when using OpenID Connect with Azure AD and are thus managed by the customer IT. 

## Data collection by Process Intelligence Dashboard 

Dashboard users are identified using Azure AD / Open ID Connect. The required API permissions are:

* **User.Read**: Sign in and read current user profile, not all directory users 
* **openid**: sign users in 
* profile: view current users' basic profile like user name and email 
* **offline\_access**: maintain access to data Dashboard related settings and functionality (e.g., user roles) are linked to the Dashboard users and the email can be used for service notifications. Dashboard use is monitored to provide, operate, maintain and improve the service. 

## Audit trails 

Logins to Process Intelligence Dashboard are logged.  The logins and activities of the service provider on the Process Intelligence Platform have an audit trail enabled. 

## Automatic logoff 

Login expires after approximately 15 minutes of inactivity.

***

## The Dashboard Menus

The **Dashboard Menus** helps Process Analysts understand how business applications are used across the organization. It provides a simple view of application activity, usage patterns, and user interactions to help identify where work happens and which tools are most relevant to daily operations.

After logging in, the following main top menu is displayed:

<figure><img src="/files/j1cgY6BNrmUqi4wsehAZ" alt=""><figcaption></figcaption></figure>

### The Start Menu

#### The Get Started Option

The **Get Started** option provides a quick overview of your Process Intelligence environment, helping users understand overall platform activity and adoption at a glance.

This section highlights key metrics and operational insights from the last seven days, including:

* Connected computers
* Active teams
* Utilized applications
* Running processes

It serves as an entry point for users to quickly assess platform usage and navigate to more detailed analytics and insights.

<figure><img src="/files/6AcGp2m23O8t1IksI3yS" alt=""><figcaption></figcaption></figure>

Below the **Platform Status** section, users can search and access different insight types to quickly explore relevant analytics and operational information. Use the available navigation buttons to explore insights related to:

* **Process Transformation**
* **Scaling Automation**
* **Digital Enablement**

These categories help users quickly access analytics and recommendations focused on operational improvement and process optimization.

<figure><img src="/files/OizckPnqLGRWo83hIbJU" alt=""><figcaption></figcaption></figure>

### The Data Flows Menu

The **Data Flows** menu displays a network diagram that visualizes how applications are connected across a team or organization.

In the diagram:

* Each **node** represents an application being used.
* Each **connection line** represents the movement of data or work between applications.
* The overall network helps users understand how tools interact and where information flows within the digital environment.

<figure><img src="/files/ZdjvNGiVJ4gCgo0sB7yW" alt=""><figcaption></figcaption></figure>

When a node is selected, a details left-panel displays quantitative insights about the selected application’s data flow.

This panel shows metrics such as:

* How many times data was **copied from the application**
* How many times data was **pasted into the application**

These metrics help identify repetitive manual actions and highlight potential opportunities for automation.

The size of each node and the thickness of the connection lines represent the volume or frequency of activity between applications. Larger nodes and thicker connections indicate applications and data flows with higher levels of interaction.

For example, a large Microsoft Teams node with multiple thick connections suggests that it acts as a central hub within the analyzed processes.

<figure><img src="/files/cW8lRdgJJ1BGy2Pbvi27" alt=""><figcaption></figcaption></figure>

### The Business Apps Menu

The **Business Apps** menu serves as the starting point for Digital Landscape analysis by providing a high-level overview of application usage across the organization. It enables users to understand how business applications are utilized and interconnected within daily operations.

<figure><img src="/files/9GKupSa31Qry8q6FZAXV" alt=""><figcaption></figcaption></figure>

### The Processes Menu

The **Processes** menu serves as the primary dashboard for **Structured Process Analysis**. It provides a high-level, business-focused view of all structured processes identified and monitored within the platform.

<figure><img src="/files/NJofhlCW2vw2t9Yct5Fg" alt=""><figcaption></figcaption></figure>

The dashboard is organized by business function or area. Each process card displays key metrics that help users understand process activity and trends:

1. **Share of process work from total weekly time:** Indicates how much of the organization’s weekly workload is represented by that process.
2. **Percentage change:** Shows whether the process volume is increasing or decreasing over time.
3. Click **View process** to open the process dashboard.

<div align="left"><figure><img src="/files/LWGoJegP73r4sgCmGW7F" alt="" width="350"><figcaption></figcaption></figure></div>

The process dashboard provides a comprehensive, high-level overview of an individual structured process. It highlights key operational insights and metrics that help quantify process efficiency, identify trends, and uncover opportunities for improvement.

<figure><img src="/files/qdF9yyhdIyez5qxXRST2" alt=""><figcaption></figcaption></figure>

For example, the following panel displays key metrics that help evaluate the efficiency of the structured process.

* **Avg. Duration** shows the total time a case takes from start to finish.
* **Active Work per Case** shows the actual time spent working on the case.

The difference between these metrics can help identify idle time, delays, or potential bottlenecks in the process.

<figure><img src="/files/WAMFWEEvgmWd34k7uoU8" alt=""><figcaption></figcaption></figure>

The **Analysis** option provides visual insights into process activities through charts and metrics. The primary visualization is a bar chart that represents individual tasks within a process, helping users analyze task distribution, workload, and operational behavior.

The height of each bar represents the total time spent on that task. This provides a quantitative view of which process steps consume the most time and helps identify potential bottlenecks or inefficiencies within the workflow.

<figure><img src="/files/DuUAH90wj5fCNT7BcQYn" alt=""><figcaption></figcaption></figure>

The **By Case** suboption provides a case-by-case view of a process, supporting detailed analysis and root cause investigation. Each bar represents a unique process instance, identified by its case ID.

The height of each bar reflects the selected metric, with **Total Active Work** shown by default. This helps users quickly identify which cases required the most active work and may need further review.

<figure><img src="/files/UhtdL0yElnDkX3QunCQ2" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://processmaker.gitbook.io/process-intelligence/using-process-intelligence/dashboard.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.