Real-Time Project Data with Dashboard Analytics
Overview
How do I use the dashboard analytics to track project progress?
The Analytics module in CxPlanner provides real-time insights into task progress, quality assurance, test outcomes, and more. You can monitor project health and drill into specific areas using built-in filters and reports.
When and why to use this
Use the analytics dashboard when you need quick insights or reports about project performance.
- See metrics like completed tasks, failed tests, or open QA items
- Filter by specific categories, systems, or dates
- Analytics help inform decisions and highlight areas that need attention
- The module must be enabled per project to be visible
Steps to access dashboard analytics:
- Go to the sidebar and click on Analytics.
If you don’t see it, the module may not be enabled for the project.
- Select the data area you want to explore (e.g., Tasks, QA, Test results).
- Use filters and sorting tools to refine your insights.
- Review graphs and tables to understand status and trends.
Behavior and results
The dashboard provides visual overviews of project areas like:
- Task progress (e.g., completed this week)
- QA statuses (e.g., failed checklists or pending approvals)
- System-specific performance (e.g., ventilation test failures)
Filters allow custom reporting by:
- Time range (e.g., yesterday, last 7 days)
- System type
- Category or responsible person
Each project must manually activate the Analytics module to make it accessible
Video guide
Watch a full demonstration of the Analytics module here:
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't see the Analytics menu | Module not activated for the project | Ask a Manager or Admin to enable it |
No data appearing in results | Filters too narrow | Reset or broaden filters |
Quick facts
- Requires: Project role Manager or Admin
- Location: Sidebar → Analytics
- Affects: Task visibility, QA tracking, reporting efficiency
Updated on: 07/25/2025
Thank you!