Dashboard

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Overview

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Accessing the Dashboard

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Dashboard Features

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Date Range Selection

• Start Date: Beginning of the analysis period
• End Date: End of the analysis period
• Default: Last 30 days

1. Click on the start date field
2. Select your desired start date
3. Click on the end date field
4. Select your desired end date
5. Dashboard updates automatically

• Use shorter ranges for detailed analysis
• Use longer ranges for trend identification
• Common ranges: 7 days, 30 days, 90 days, 1 year

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Analytics Charts

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Daily Action Usage (Total)

• Total number of API calls per day
• Overall activity trends
• Usage patterns over time

• Line graph visualization
• Hover to see exact counts
• Color-coded for clarity
• Automatic scaling

• Rising trend: Increased adoption or usage
• Declining trend: Reduced activity or issues
• Spikes: One-time events or campaigns
• Flat line: Consistent daily usage

• Monitor overall platform adoption
• Identify peak usage times
• Detect unusual activity
• Plan capacity and resources

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Daily Action Usage (By Application)

• API calls broken down by application
• Which applications are most used
• Application usage trends

• Stacked area or grouped bars
• Different color per application
• Legend for application identification
• Interactive hover details

• Dominant applications: Most critical integrations
• Growing usage: Successful integrations
• Declining usage: Issues or reduced need
• Unused applications: Consider removing

• Prioritize application maintenance
• Allocate resources to popular integrations
• Identify training opportunities
• Optimize application configurations

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Actions by Response Code

• Distribution of HTTP status codes
• Success rate of API calls
• Error patterns and frequency

• Pie chart or bar chart
• Color-coded by status type
  • Green: Success (2xx)
  • Yellow: Client errors (4xx)
  • Red: Server errors (5xx)
• Percentage and count displayed

• High success rate (>95%): Healthy integrations
• Client errors (4xx): Configuration or usage issues
• Server errors (5xx): API provider issues
• 401/403 errors: Authentication problems

• Monitor integration health
• Identify authentication issues
• Detect API provider problems
• Track improvement over time

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Usage by User

• API call distribution across users
• Top users by activity
• Usage patterns per user

• Bar chart or table
• Sorted by usage (highest first)
• User ID displayed
• Action count per user

• Power users: Heavy platform users, potential champions
• Light users: May need training or support
• Inactive users: Follow up or remove access
• Balanced distribution: Healthy team adoption

• Identify platform champions
• Provide targeted training
• Allocate user licenses
• Recognize active contributors

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Empty State

• Friendly empty state message
• Icon indicating no data
• Quick tips to generate data

Welcome to your Dashboard 👋

We didn't find any usage data for your selected time period.
Configure your apps and start making actions to see 
comprehensive analytics and insights here.

1. Configure your apps in the Applications section
2. Start making actions in Copilot
3. View your usage analytics in Dashboard

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Interpreting Your Data

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Success Metrics

• Success rate above 95%
• Consistent daily usage
• Low error rates
• Fast response times

• Success rate below 90%
• High client error rates (4xx)
• Frequent authentication failures
• Increasing error trends

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Usage Patterns

• Weekday activity, weekend quiet
• Aligned with business hours
• Consistent per-user usage
• Predictable application mix

• Weekend/night spikes (investigate)
• Sudden usage drops (issues?)
• Single-user domination (over-reliance)
• Application abandonment (why?)

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Performance Indicators

• Most responses under 1 second
• Consistent response times
• Low timeout rates
• High cache hit rates

• Increasing response times
• Frequent timeouts
• Low cache effectiveness
• High server error rates

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Taking Action Based on Insights

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High Error Rates

1. Navigate to Actions page
2. Filter by error status codes
3. Review failed requests
4. Common fixes:
   • Update expired credentials
   • Fix parameter formats
   • Adjust rate limiting
   • Contact API provider for 5xx errors

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Low Usage

• Users don’t know about features
• Integration not meeting needs
• Complex setup or usage
• Better alternatives available

1. Survey users for feedback
2. Provide training or documentation
3. Simplify configuration
4. Consider deprecating unused integrations

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High Usage on Specific Apps

• Create dedicated agents for common tasks
• Add context items for frequently accessed data
• Implement caching strategies
• Consider API upgrade for more capacity

• Monitor rate limits
• Optimize parameter usage
• Batch operations when possible
• Use webhooks for real-time updates

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Uneven User Distribution

• Document their use cases
• Create templates from their workflows
• Share best practices with team
• Build agents based on their patterns

• Provide onboarding training
• Share example use cases
• Offer office hours or support
• Simplify common workflows

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Dashboard Best Practices

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Regular Review Cadence

• Quick check for major errors
• Verify critical integrations working
• Monitor unusual spikes or drops

• Detailed error analysis
• User activity review
• Application performance check
• Identify optimization opportunities

• Trend analysis over time
• Calculate success metrics
• Review ROI of integrations
• Plan improvements or additions

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Combining with Other Features

1. See error spike in Dashboard
2. Navigate to Actions
3. Filter by error codes
4. Identify and fix root cause

1. Notice usage change
2. Check Audit Logs for changes
3. Correlate configuration updates
4. Adjust as needed

1. Identify slow applications
2. Review application settings
3. Optimize configurations
4. Monitor improvement

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Setting Goals

• Target daily action count
• Desired user adoption rate
• Application coverage percentage
• Success rate threshold (e.g., >95%)

• Average response time targets
• Cache hit rate goals
• Error rate limits
• User satisfaction scores

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Exporting Data

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Use Cases for Export

• External reporting tools
• Executive presentations
• Long-term trend analysis
• Integration with other systems

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Export Options

• Download as CSV or JSON
• Include selected date range
• Filter before export
• Schedule regular exports (if available)

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Troubleshooting

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Dashboard Shows No Data

• Date range has no activity
• Filters excluding all data
• No actions executed yet
• Loading in progress

1. Expand date range
2. Clear any filters
3. Execute actions in Copilot
4. Refresh the page
5. Wait for data to load

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Charts Not Loading

• Network connectivity issues
• Browser compatibility
• Large dataset timeout
• JavaScript errors

1. Check internet connection
2. Try different browser
3. Reduce date range
4. Clear browser cache
5. Contact support if persists

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Unexpected Data

• Timezone differences
• Test or automated actions included
• Multiple users sharing account
• Cached data not refreshed

1. Verify timezone settings
2. Filter by specific users
3. Check for automated workflows
4. Refresh dashboard
5. Verify date range selection

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Privacy and Security

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Data Displayed

• Aggregated usage metrics
• User activity summaries
• Application statistics
• Performance metrics

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Data Not Shown

• Sensitive API data
• Authentication credentials
• Personal information
• Raw request/response bodies

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Access Control

• Role-based access
• Organization-level visibility
• User privacy respected
• Audit trail of dashboard access

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Mobile Access

• Responsive charts
• Touch-friendly controls
• Swipe navigation
• Essential metrics prioritized

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Next Steps

• Review specific actions for detailed debugging
• Configure applications to improve success rates
• Create agents for common workflows
• Check audit logs for configuration changes