Dashboards

Introduction

In an era where data drives decisions, Building Swell's Insights Dashboard is an invaluable tool. It provides an in-depth look into the performance of your shop, allowing you to analyze, learn, and improve upon your shop operations. This guide gives a comprehensive overview of how to leverage the Insights Dashboard.

Step-by-Step Guide

Getting Started

• Navigate to the Insights tab on the main interface to unveil the dashboard and its array of tools and data visuals.

Shop Dashboard

• At the top, you will find three primary tabs:
  • Shop-specific view: A macro look at the shop's performance.
  • Projects view: Offers insights specifically around your projects.
  • Capacity: Allows for understanding the work capacity in relation to demand.
  • Delving into the Shop's View:
• You'll be presented with an overview of production metrics versus the targets for today. This is categorized by different stages or work cells in your shop.
• To get more granular, select a specific station to:
  • Compare production versus target.
  • View the number of assigned personnel.
  • Assess the overall capacity of that station.
  • The "see details" option provides an even deeper dive into the statistics.
  • Use filters to view data by specific shops or projects.
• Metrics presented include:
  • Orders shipped for the day.
  • Actual hours spent versus what was initially planned.
• Overall capacity metrics: The dashboard will show stages that exceed capacity, which can be an indication that you might need to hire more personnel or redistribute work more evenly.
• Note: more information on capacity can be found in the "Capacity" guide.

Project Dashboard

• Here, track the performance of specific projects over a selected time period.
• After choosing a project and setting a time frame (e.g., six months), view metrics like:
  • Projected vs. actual completion percentages.
  • Orders shipped related to that project.
  • Planned hours versus actual hours spent on the project.

Tips

• Regularly Monitor the Insights Dashboard to help get ahead of bottlenecks or performance issues before they become bigger.
• Capacity Overloads: Pay special attention to stages with significantly exceeded capacity. They might signal inefficiencies that can be improved upon.

Conclusion

The Insights Dashboard in Building Swell is a treasure trove of analytical data, designed to help you make informed decisions about the functioning of your shop. By utilizing it to its full potential, you'll not only understand your shop's performance but also make proactive improvements for a more efficient operation.