Manager Overview
A leadership-focused dashboard displaying key performance indicators, task distribution charts, velocity trends, and project progress across your workspace.
Overview
The Manager Overview provides a visual summary of workspace health through KPI cards, interactive charts, and a project progress list. This view helps managers quickly assess team productivity and identify areas requiring attention.
The header displays summary counters for total Projects, total Tasks, and Overdue tasks. The overdue count appears in red when there are overdue tasks, or green when there are none.
KPI Cards
Four key performance indicator cards provide at-a-glance metrics:
Active Projects
Displays the count of currently active projects in the workspace. This card shows how many projects are in progress across your organization.
Completion Rate
Shows the overall task completion rate as a percentage. This metric represents the ratio of completed tasks to total tasks across all projects.
Overdue Tasks
Displays the count of tasks that have passed their due date. The number appears in red when there are overdue tasks, serving as a visual alert. When there are no overdue tasks, it appears in green.
Weekly Velocity
Shows the number of tasks completed this week along with a percentage change compared to the previous week. A positive change (displayed in green with + prefix) indicates improved productivity, while a negative change (displayed in red) indicates a slowdown.
Charts
Task Status Distribution
A donut chart visualizing how tasks are distributed across different workflow statuses. Each segment represents a status (such as Open, In Progress, Done) with its corresponding count. Hover over segments to see the exact numbers.
Deadline Distribution
A donut chart showing task distribution by deadline status. This helps identify how many tasks are on track versus at risk based on their due dates. The chart segments are color-coded to highlight tasks that may need attention.
Velocity Chart
A line chart showing two metrics over recent weeks:
- Completed: Tasks completed each week (shown in green)
- Created: New tasks created each week (shown in blue)
The chart displays a smooth area graph making it easy to spot trends. When the completed line consistently runs above the created line, the team is reducing their backlog.
Project Progress
Below the charts, a list displays all projects with their completion progress:
- Project Logo: Visual identifier for the project
- Project Name: The name of the project (truncated if long)
- Progress Bar: Visual representation of completion percentage
- Green bar: 70% or higher completion
- Blue bar: 40-69% completion
- Yellow/Orange bar: Below 40% completion
- Task Count: Shows done tasks out of total (e.g., "15/20")
- Percentage: Numeric completion percentage
Click on any project row to open that project in a new tab.
Refreshing Data
Click the refresh button in the header (circular arrow icon) to reload all dashboard data. The button displays a spinner while data is loading.
Empty State
When no project data is available, the Project Progress section displays a message indicating there are no projects to show.
Use Cases
Daily Status Check
Review the KPI cards each morning to understand:
- How many tasks are overdue and need attention
- Whether velocity is trending up or down
- The overall completion rate across the workspace
Team Productivity Analysis
Use the Velocity Chart to analyze productivity trends:
- Compare weeks to identify patterns
- Notice if task creation is outpacing completion
- Spot weeks with unusual activity
Project Health Assessment
Review the Project Progress section to:
- Identify projects with low completion rates (yellow bars)
- Click into concerning projects for deeper investigation
- Compare progress across all active projects
Related Features
- Manager Health - Detailed project health metrics
- Stats by Project - Project-focused statistics table
- Workspace Dashboard - Standard workspace view
Understanding the Dashboard Metrics
KPI Card Calculations
Each KPI card provides specific insights:
| KPI | Calculation | Good Indicator |
|---|---|---|
| Active Projects | Count of non-archived projects | Depends on capacity |
| Completion Rate | (Completed Tasks ÷ Total Tasks) × 100 | >70% is healthy |
| Overdue Tasks | Tasks past due date, not completed | 0 is ideal |
| Weekly Velocity | Tasks completed this week | Consistent or growing |
Velocity Change Interpretation
The velocity change percentage indicates team performance trends:
- +20% or higher: Exceptional week, check for backlog clearing
- +5% to +19%: Healthy improvement
- -5% to +5%: Stable performance
- -5% to -20%: Slight slowdown, may be normal variation
- Below -20%: Investigate potential blockers or capacity issues
Using the Manager Overview Effectively
Morning Routine
Start each day with a quick dashboard review:
- Check overdue tasks count (red = immediate attention needed)
- Review velocity trend (is it up or down?)
- Scan project progress for any yellow/orange bars
- Click into concerning areas for details
Weekly Review
During weekly planning:
- Export or screenshot current metrics for comparison
- Review velocity chart for patterns
- Identify projects approaching completion (high progress)
- Note projects that seem stalled (low progress, same as last week)
Monthly Reporting
For stakeholder updates:
- Document completion rate trends
- Highlight velocity improvements
- Report on project completion milestones
- Identify risks from deadline distribution
Interpreting Charts
Task Status Distribution
The donut chart reveals workflow bottlenecks:
| Pattern | Meaning | Action |
|---|---|---|
| Large "To Do" segment | Work piling up | Check for blockers or capacity |
| Large "In Progress" | Work not completing | Review if tasks are too big |
| Balanced distribution | Healthy flow | Maintain current approach |
| Mostly "Done" | Backlog depleted | Plan next phase of work |
Deadline Distribution
Color coding helps prioritize:
- Green segment: Tasks on track
- Yellow segment: Tasks due soon, need attention
- Red segment: Overdue tasks requiring immediate action
Velocity Chart Patterns
Recognizing trends:
- Parallel lines: Task creation matches completion (sustainable)
- Completed above created: Backlog reducing (good progress)
- Created above completed: Backlog growing (potential problem)
- Spikes in either line: Special events (releases, sprints ends)
Best Practices for Managers
Establishing Baselines
Before acting on metrics:
- Collect 4-6 weeks of data
- Calculate average velocity
- Identify normal variation
- Set realistic targets
Avoiding Common Pitfalls
| Mistake | Why It's Wrong | Better Approach |
|---|---|---|
| Reacting to single week dips | Normal variation exists | Look at trends |
| Comparing unlike projects | Context matters | Compare similar types |
| Ignoring overdue tasks | They compound | Address immediately |
| Over-optimizing for metrics | Gaming occurs | Balance with quality |
Communication Strategies
When sharing dashboard data with stakeholders:
- Lead with completion rate and velocity trends
- Explain context for any concerning metrics
- Focus on actions being taken, not just problems
- Use visuals from the dashboard in presentations
Customizing Your View
Focus Areas by Role
Different roles need different focus:
| Role | Primary Focus | Secondary |
|---|---|---|
| CEO/Founder | Completion rate, project count | Velocity trend |
| Product Manager | Deadline distribution | Task status |
| Engineering Manager | Velocity, overdue tasks | Individual projects |
| Project Manager | Individual project progress | Overall metrics |
Drilling Down
When you spot concerns:
- Click the concerning project row
- Review individual project dashboard
- Examine task-level details
- Identify specific blockers
- Return to Manager Overview to monitor fix impact
Technical Details
Data Freshness
Dashboard data updates:
- KPI cards: Real-time on page load
- Charts: Aggregated, updates with refresh
- Project list: Real-time on page load
- Manual refresh: Use refresh button for latest data
Performance Notes
For large workspaces:
- Initial load may take a few seconds
- Charts render after primary content
- Pagination may apply to project list
- Browser with sufficient memory recommended