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  • Understand how much of your team’s effort is going towards roadmap work vs maintenance and tasks.

  • Answer the question “How long do you think this will take?” with confidence knowing how focused you’ve historically been on planned work.

Metric:

  • Velocity, by issue count or story points.

Settings to Apply:

  • Group series by parent properties to represent your team’s roadmap parent type.

  • Filter out “Won’t Do” statuses via Advanced Filters

  • Utilize a pie chart and look at all work completed over the past 60 or 90 days.

Velocity

Why:

  • Understand if your team is consistently delivering based on their estimation and pointing.

Metric:

  • Velocity

    • Save a view by issue count (to avoid hiding unestimated items) and story points.

Settings to Apply:

  • Use a default view utilizing story points or issue count based on how your team estimates work.

  • Filter out “Won’t Do” type statuses using advanced filters.

  • Group by month to

  • Base goal of the metric: consistency of delivery and estimation. Do we consistently deliver 20 points, and are 20 points always roughly the same? 

  • Based issue count and type: So you get more holistic views of everything the team has done historically.

  • Other cases:

    • Normalizing across teams

      • Ratios normalize disparate estimation processes.

    • Different team types (QA,vs dev vs product)

      • Dev - assignee based velocity

      • QA - If they are assigned, historic assignee velocity

      • Product is going to be more focused on roadmap focus, capacity, historic allocation of the dev team.

  • By points, by estimation method

  • Determine consistency of child delivery and ratios

  • Defects vs new product

  • Roadmap focus, etc

  • avoid the inconsistencies of weeks.

Sprint Attainment (for Scrum Teams)

Why:

  • Understand if your team is correctly committing to planned work.

  • Determine if interruptions are coming into your sprints after the start.

Metric:

  • Committed vs Completed

Settings to Apply:

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  • Using the “Descendants of” selector, choose the individual sprints that your team wants to track.

Goas to Consider:

  • Did we complete all of the issues committed to at the beginning of the sprint and meet our goal?

  • Threshold goals can vary, but a standard goal is between 80-90%

  • Committed vs Committed Completed

    • Filter by project or individual sprint names. 

  • Added vs Added Completed

  • Percentage changes over time

  • committed work completed during the sprint.

Cycle Time

Why:

  • Understand if your team is consistently sizing and estimating work.

Metric:

  • Cycle Time

Settings to Apply:

  • Goal: Consistent timely completion of relatively sized work.

  • By issue type 

  • Or by story points

  • “Finding your five”

  • Consistent definition of issue types

  • Smallest issue type should be under 3 days at most.

  • What about weekends/non-working times?

    Set thresholds slightly higher than the goal to call out truly stalled items. 

    Set goals based on calendar time, not working time. 

    Series grouping to consider:

    • Story Points: Understand if the team is consistently pointing work of relative technical complexity and time.

    • Issue Type: Confirm the team has consistent definitions of work by issue type.

      • I.e. The smallest issue type (sub-tasks or tasks) should be work that is always completable within 2-3 days.

  • Aggregate by median to remove statistical outliers.

  • Filter out “Won’t Do” type states

Lead Time

Why:

  • Understand how quickly your team responds to high priority bugs, defects, and customer inquiries.

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  • Filter out “Won’t Do” type issue/work item states.

  • Filter down to bugs, defects and/or customer requests.

  • Group by month or quarter.

  • Group series by priority/severity.

  • Aggregate by median to remove statistical outliers.

Issue Time in State

Why:Metric:

Settings to Apply:

  • Analyze for bottlenecks

    • Finding median or average time in progress, wait states, etc.

      • For example, in progress states should often be under 24 hours. Make sure items aren’t bottlenecked waiting for QA resources, etc.

Metric:

  • Issue Time in State

Settings to Apply:

  • Aggregate by median

  • Group monthly

Defect/Bug creation over time - filter by backlog

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