Dashboard
From the home page this is the default tab.
The PDCA Software Dashboard: Getting Started
Overview
The Dashboard provides a comprehensive view of your improvement initiatives. This central hub displays key metrics, current status counts, and recent activity to help you monitor progress at a glance.
Dashboard Components
Status Cards
The dashboard displays color-coded status cards showing the count of improvements in each category:
- Suggestions - New improvement ideas
- In Progress - Improvements being implemented
- Overdue - Past-due improvements
- Due: Next 7 Days - Coming due within a week
- Awaiting Sign Off - Pending approval
- Complete: Last 7d - Recently completed improvements
Each card includes a “View this” link to filter the list to that specific status.
Performance Metrics
The “Improvements By Month” graph displays a 12-month history of created vs. completed improvements, helping you track productivity trends over time.
Recent Activity
The “Recent Activity” section shows the latest updates, including:
- Recently updated improvements
- Who made the changes and when (“moments ago”, “2 minutes ago”)
- The specific improvements being worked on
Key Actions
- Use the “Metrics For” dropdown menu to filter dashboard data
- Click “+ Add An Improvement” to create a new improvement
- Navigate to “Search” for advanced search capabilities
- Access “Settings” to configure your dashboard preferences
- Use “Show Me Around” for an interactive tutorial
Tips for Effective Use
- Review the dashboard daily to identify improvements needing attention
- Pay special attention to overdue items and upcoming deadlines
- Use the monthly chart to identify productivity patterns
- Track recent activity to stay informed of team progress