Dashboard & Analytics

The Trame dashboard provides comprehensive insights into your automation performance, workflow health, and organizational metrics. This central hub helps you monitor operations, identify issues, and optimize your automation processes.

Dashboard Overview

Main Dashboard Components

The organization dashboard includes several key sections:

Automation Overview: High-level summary and quick actions
Operational Metrics: Performance statistics with trend analysis
Workflow Quick Actions: Easy access to create and manage workflows
Recent Activity: Real-time feed of workflow executions
Integration Status: Health monitoring for all connected systems
Improvement Opportunities: AI-suggested optimizations

Onboarding Flow

New organizations see a guided onboarding experience:

Progress Tracking: Visual progress through setup steps
Step-by-Step Guidance: Clear instructions for each setup phase
Quick Actions: Direct links to complete onboarding tasks
Success Indicators: Visual feedback for completed steps

Operational Metrics

Performance Statistics

The dashboard tracks key performance indicators with 30-day trends:

Total Executions

Metric: Total workflow runs in the last 30 days
Trend Analysis: Percentage change vs previous 30-day period
Growth Indicators: Visual trend arrows and percentage changes
Use Case: Track automation adoption and usage patterns

Success Rate

Metric: Percentage of workflows that complete successfully
Calculation: Completed workflows / total workflows × 100
Trend Analysis: Improvement or decline vs previous period
Target: Generally aim for >95% success rate

Average Processing Time

Metric: Mean time to complete successful workflow executions
Measurement: Minutes from start to completion
Trend Analysis: Performance improvements over time
Optimization: Lower processing times indicate better efficiency

Active Workflows

Metric: Number of workflows in “Live” status
Context: Out of total workflows created
Status Indicators: Shows running executions in real-time
Health Check: Ratio of active vs total workflows

Trend Analysis

Each metric includes:

30-Day Comparison: Performance vs previous 30-day period
Visual Indicators: Up/down arrows with percentage changes
Color Coding: Green for improvements, red for declines
Contextual Descriptions: Explanatory text for each trend

Workflow Management

Workflow Quick Actions

Direct access to workflow management:

Create Workflow: Launch AI-powered workflow builder
View Runs: Access execution history and performance
Manage Connectors: Configure and monitor integrations
Template Library: Access pre-built workflow templates (future feature)

Workflow List

For organizations with existing workflows:

Recent Workflows: Last 4 workflows with status indicators
Status Badges: Visual status (Active, Draft, Pilot, Paused)
Quick Navigation: Direct links to workflow details
View All: Link to complete workflow management interface

Workflow Status Overview

Understanding workflow states:

Live: Active automation, executes immediately when triggered
Pilot: Runs with approval gates, good for testing
Draft: Development mode, all runs require approval
Paused: Temporarily disabled, ignores all triggers

Recent Activity

Execution History

Real-time feed of workflow executions:

Latest 10 Runs: Most recent execution attempts
Status Visualization: Color-coded status indicators
Duration Tracking: Real-time or completed execution times
Quick Access: Click to view detailed execution logs

Execution Status Types

Different execution outcomes with appropriate styling:

Completed: Successful execution (blue indicators)
Completed with Objective Failure: Partial success (amber indicators)
Running: Currently executing (blue with animation)
Failed: Technical failure (red indicators)
Skipped: Validation skipped execution (gray indicators)

Activity Details

Each activity item shows:

Workflow Name: Which automation executed
Status Badge: Current execution state
Timestamp: When execution started or completed
Duration: Time to completion (for finished executions)
Quick Description: Brief outcome or current state

Integration Monitoring

Connector Health

Monitor all connected systems:

Connection Count: Active vs total configured connectors
Health Percentage: Ratio of healthy connections
Status Overview: Summary of connected/error/not connected states
Last Update: When connections were last verified

Connector Status Types

Different connection states:

Connected: Healthy, ready for workflow use
Error: Needs attention, may affect workflows
Not Connected: Configured but not yet authorized
Unknown: Status verification in progress

Integration Cards

Each connected system shows:

Service Icon: Visual identification of the integration
Service Name: Clear identification of connected system
Status Badge: Current health indicator
Last Update: Timestamp of last status check
Quick Actions: Manage or reconnect options

Improvement Opportunities

AI-Suggested Improvements

The dashboard highlights workflows with improvement suggestions:

Improvement Count: Number of workflows with pending suggestions
Quick Preview: Summary of suggested optimizations
Apply Fixes: Direct links to implement improvements
Impact Assessment: Expected benefits of applying suggestions

Improvement Categories

Types of suggestions highlighted:

Configuration Improvements: Better settings for reliability
Missing Information: Required fields for optimal execution
Integration Optimizations: Better connector usage patterns
Performance Enhancements: Efficiency improvements

Improvement Actions

Easy access to optimization features:

Review Suggestions: Detailed analysis of proposed improvements
Apply Selectively: Choose which improvements to implement
Bulk Actions: Apply multiple related improvements
Track Results: Monitor improvement effectiveness

System Status

Organization Health

Overall system health indicators:

Total Connectors: All configured integrations
Healthy Connections: Percentage of working integrations
Active Workflows: Currently enabled automations
Recent Failures: Any execution issues requiring attention

Empty State Guidance

For new organizations without data:

Setup Instructions: Clear next steps for getting started
Quick Start Options: Suggested first workflows to create
Integration Recommendations: Popular connectors to add
Help Resources: Links to documentation and support

Advanced Analytics

Execution Patterns

Understanding automation usage:

Peak Usage Times: When workflows execute most frequently
Success Patterns: Which workflows are most reliable
Failure Analysis: Common failure modes and their causes
Resource Usage: Processing time and system load patterns

Performance Optimization

Data-driven insights for improvement:

Bottleneck Identification: Workflows causing delays or failures
Resource Allocation: Where to focus optimization efforts
Trend Predictions: Anticipated capacity or performance needs
Efficiency Metrics: Automation ROI and value delivery

Custom Views and Filtering

Flexible data analysis options:

Date Range Selection: Custom time periods for analysis
Workflow Filtering: Focus on specific automations
Status Filtering: Analyze particular execution outcomes
Export Options: Data export for external analysis

Mobile and Responsive Design

Multi-Device Access

Dashboard optimized for various screen sizes:

Desktop: Full-featured dashboard with all metrics
Tablet: Condensed layout maintaining key functionality
Mobile: Essential metrics and quick actions
Progressive Enhancement: Features scale based on screen size

Touch Interactions

Mobile-optimized interface:

Touch-Friendly Buttons: Appropriately sized for finger interaction
Swipe Navigation: Gesture support for browsing content
Responsive Cards: Adaptive layout for different screen sizes
Accessible Controls: Screen reader and keyboard navigation support

Customization and Preferences

Dashboard Configuration

Personalization options:

Widget Arrangement: Customize layout and priority of dashboard sections
Metric Selection: Choose which performance indicators to highlight
Notification Preferences: Configure alerts and update frequencies
Theme Options: Light/dark mode and accessibility preferences

Organization Settings

Admin configuration options:

Default Views: Set organization-wide dashboard preferences
Access Controls: Configure who can view different metrics
Data Retention: Settings for historical data storage
Integration Preferences: Default connector and workflow settings

Real-Time Updates

Live Data Refresh

Dashboard maintains current information:

Automatic Updates: Metrics refresh without page reload
Real-Time Indicators: Live status for running workflows
Push Notifications: Immediate alerts for critical events
WebSocket Integration: Efficient real-time data streaming

Performance Considerations

Optimized for responsive user experience:

Incremental Loading: Load data progressively as needed
Caching Strategy: Smart caching for frequently accessed data
Bandwidth Optimization: Minimal data transfer for updates
Error Resilience: Graceful handling of connectivity issues

Troubleshooting Dashboard Issues

Common Problems

Dashboard Not Loading

Check Authentication: Ensure you’re properly logged in
Verify Permissions: Confirm access to organization dashboard
Browser Issues: Clear cache, try different browser
Network Connectivity: Verify internet connection

Missing or Incorrect Data

Sync Delays: Allow time for data synchronization
Permission Scope: Verify access to relevant workflows and connectors
Date Range Issues: Check selected time periods for data
Cache Issues: Try hard refresh (Ctrl+F5) to clear cache

Performance Issues

Large Dataset: Consider filtering data for better performance
Browser Resources: Close unnecessary tabs and applications
Network Speed: Verify adequate internet connection
Device Limitations: Ensure device meets minimum requirements

Getting Help

Support resources for dashboard issues:

Documentation: Comprehensive guides and troubleshooting
Support Chat: Real-time assistance for technical issues
Community Forums: User community for tips and solutions
Status Page: System-wide status and maintenance information