The operational insights dashboard in My Workspace gives you a real-time, at-a-glance view of your program's health and your personal tasks. Use it to assess application volumes, spot bottlenecks, and take action without running manual reports or moving between multiple screens.
Accessing the operational insights dashboard
Select My Workspace from the main menu to open the Operational Insights Dashboard. It is on by default, so no setup is required. To have My Workspace as the first page you see after login, contact support to configure this for you.
Using the program overview
The Program Overview tab shows high-level application data. You can see totals for:
- All Proposals: every application received in the system
- Approved: applications that have been approved
- Under Consideration: applications pending approval
- Declined: applications that have been declined
Note: These metrics do not include trashed or archived proposals. The operational insights dashboard only shows data for mailboxes you have permission to view.
Filtering your data
To narrow what appears on the operational insights dashboard:
- Select a Mailbox on the left to see metrics for specific programs.
- Use the From and To date fields to set the received date range (default is from the start of the current year to today). The range cannot exceed 2 years.
- Select a Submission Template to limit data to one application type.
- Apply Labels to focus on specific categories. You can match any selected label (broader) or all selected labels (narrower).
Tracking your tasks
The Tasks tab helps you manage your workload. It has two views:
- My Tasks: your own assignments
- Group Tasks: tasks assigned to your group (only visible if you have group-level permissions)
Tasks are grouped to help you prioritize:
- Active: all tasks currently assigned to you
- Due Soon: tasks with a deadline within the next 7 days
- Past Due: tasks that have passed their deadline
- Completed: a summary of finished tasks
Most cards are interactive and open the filtered list. The Completed tasks card is summary-only and is not clickable.
Note: The Program Overview and Tasks areas are only available when you have the right view access. Cards that link to pages you cannot access are disabled or do not navigate. If you need access, contact your Program Admin. They can assign an appropriate role or contact your Support Team for further permission changes.