https://youtu.be/zfQ4YrinRF4?si=0MXyGOFmg_OK7KLm
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Metric Navigation and
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Workspace Dashboards
Metrics, and the Team Workspace Dashboards you can build with them, are the functional heart of the Allstacks platform. Using metrics we can identify process bottlenecks, encourage positive habit adoption and provide insights into teams' activities within a given Workspace.
Metrics
Allstacks has over 100 default metric views, all of which can be filtered and configured to fulfil fulfill your reporting and investigative needs. Let’s walk through an example using the “Velocity” metric.
You’ll find our default metric views underneath the metric Configure heading on the left-most menu of the platform. From there, we open up “Team Productivity” and click on “Velocity”.
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here, click “Metrics.” Then, you can search for “Velocity” or open the metrics listed under “Team Productivity.”
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Note: Some metrics have multiple default views. See the dropdown in the top-middle of the metric page below:
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Navigation
Legends/Series:
Located on the top right of the metric area, you can toggle any series on or off by single clicking it. To only view a single series, double click the series in question.
On-Hover Legend/Series:
Hovering over any individual section of the graph will show you the relative data points and adjacent data points.
Click Actions and the Source Data Table
Below every metric is the source data that is used to create the visualization. Clicking on any segment of the chart will filter those items to match the area selected.
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Note: By default, metrics will default to the last 90 days with no work or people selected. The metric will include data related to all tools and employees you have enabled at the team workspace level.
Advanced Filtering
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Advanced filtering allows users to reduce the returned data of a metric to a relevant subset using most properties of the metric’s base data.
For example, the filters in the example below would take a standard metric, like velocity, and let us answer the question “How can I see all bugs completed by my team?”
Chart Settings
Chart settings allow us to answer a mirad myriad of questions based on standard and custom fields. For example, what if you wanted to look at velocity, but instead of looking at it weekly by issue type, you wanted to look at it monthly by issue priority? Read on for the basics, or visit Chart Settings [Beta] for an in-depth guide of all things chart settings.
Basic Changes: Chart Types, Data Aggregation Methods, Time and Averages
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Chart Types:
Changes the visualization of the graph, typically without modifying the existing legends or groupings.
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Aggregation:
Selects a different mathematical operator to apply to the data set. Common examples include changing from means to medians.
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Allstacks allows you to display your metrics based on other fields related to the base data of a metric. For example, if you want to look at a metric like “Issue Creations Over Time” by the “Issue Priority” instead of the default “Issue Type” you can select that field in the dropdown for the series.
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Using Tags
Tags, as mentioned in the organizational section of this document, allow users to group metrics based on individual users into various categories instead. For any metric based on people in the series or as an axis, you can select a tag category to group by. The example scenario below shows velocity by developer role, but this concept can be applied to most other metrics.
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Adding Annotations to Metric Visualizations
Utilize annotations to set benchmarks or goals on metrics, or to mark significant events, such as process change implementation dates.
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Special Case Filters
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This setting expands the metric data set to include users that are disabled in Team Contributors Management at the Workspace level. This setting is not available for custom metrics.
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Saving to a Dashboard:
To save a metric to a Team Workspace Dashboard (more on those later) select the plus icon on the top-right of the page.
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“Full Metric” saves the entire visualization to your team Workspace dashboard.
“Compact KPI” save a widget card object to your dashboard to indicate a directional trend.
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Name: You can add a custom name, or use the default view name by leaving the field empty.
Date Range: Here you can choose either a static date range so the metric never changes, or a rolling date range so the metric updates over time.
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Use the Destination section to save your metric or compact KPI to one or multiple dashboards.
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Workspace Dashboards
Team Workspace Dashboards give a place to consolidate and organize your favorite metrics and compact KPIs.
Note: Team Workspace Dashboards are always visible for all users. Editing a dashboard will change the view for every future viewer.
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The title of the dashboard is also dropdown to access other team dashboards or create new dashboards.
Creating Additional Dashboards
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Once your dashboard has metrics, you can select “Add Heading” to create an editable separator with a title and descriptor. Once created, you can drag it to the desired location.
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Additional Navigation
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Clicking the menu icon in the top right corner of any save widget brings up the following options:
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