Architect track
Dashboards & analytics
Reports, Platform Analytics dashboards and Performance Analytics, designed to scale.
4 sections · 24 entries
Performance Analytics building blocks
Real-time reports answer "what is happening now". PA answers "are we getting better".
- Indicator sourceTable + conditions + collection frequency. The population you measure.
- IndicatorThe KPI: count, sum or average over the source. Automated, formula or manual.
- BreakdownSlice a KPI by group, priority, category. Breakdown sources define the members.
- Data collector jobScheduled job that stores daily scores (and snapshots) per indicator and breakdown.
- DashboardScore widgets, trends, targets and thresholds, shared by role or group.
Analytics tables
Handy when you need to audit or bulk-review analytics config.
- Every report on the instance, with owner and sharing
- PA indicator sourcesHidden gem
- PA indicators
- PA breakdowns
- PA dashboards (legacy responsive dashboards)
- PA data collector jobsHidden gem
- Data collector job logs: why yesterday’s scores are missingHidden gem
Report, PA or database view?
Choose the cheapest tool that answers the question.
| Question | Use | Watch out for |
|---|---|---|
| How many open P1s right now? | Real-time report / single score | Keep conditions indexed |
| Is MTTR improving month over month? | PA indicator with breakdowns | Collect daily; backfill with a historic job |
| Trend of a field that changes over time | PA snapshot or metric definitions | Plan it before go-live; history is hard to rebuild |
| Join two tables for one report | Database view (sparingly) | Can be slow on big tables; filter tightly |
| Executive scorecard with targets | PA dashboard with targets and thresholds | Agree KPI definitions before building |
Dashboard best practices
Dashboards people open every morning, not once.
- ✦One question per dashboard. Design around a decision someone makes, not around available data.
- ✦Lean tabs. Every widget is a query. Fewer widgets per tab load faster and get read.
- ✦Interactive filters. One dashboard with filters beats ten near-identical copies.
- ✦Avoid heavy tables. Never report directly on sys_audit, sys_journal_field or syslog for dashboards.
- ✦Share by role or group. Not by individual user; it outlives reorganisations.
- ✦Platform Analytics. New dashboards go in the Next Experience Platform Analytics experience; plan migration of legacy homepages and dashboards.
- ✦Governance. Owner, purpose and review date on every shared dashboard. Retire unused ones quarterly.Hidden gem
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