Monitor Team Dashboards
Every team has a dashboard that shows what it is working on, who is doing it, what it shipped, and what it costs, all with real numbers.
TL;DR
Every team has a dashboard showing what it is working on, who is doing it, what it shipped, and what it costs, with real numbers from day one. A Needs Attention panel appears only when something needs you, so a calm dashboard means all is well. Nothing to set up: it reads from work already happening.
How It Works
Open a team and click the Dashboard tab. The page reads from work your employees are already doing: their sprint, their tasks, their files, and their credit usage. You do not connect anything to see it fill in.
Sections that have nothing to show hide themselves, so the dashboard stays clean for a brand new team and grows busier as the team gets to work.
Team Dashboard (top to bottom)
Team Health members | pace | shipped | cost
Needs Attention only when someone or something needs you
Objectives what the team is working toward
Metrics & Progress how it tracks against targets
Current Sprint time and task progress, on pace or behind
Work in Flight queued | moving | stuck | done
Members who is on the team and their live status
Recent Work files and work the team produced
Recent Activity the latest things the team did
Past Sprints how the team has paced over time
What It Can Do
Each section answers one plain question.
| Section | What it answers |
|---|---|
| Team Health | How many people, how fast they ship, what they shipped, and what they cost to run (with cost per task) |
| Needs Attention | Where you need to step in. Shows only when an employee is stuck or waiting on you, a task is blocked, or a sprint is behind pace |
| Objectives | What the team is working toward this cycle |
| Metrics & Progress | How the team is tracking against its targets |
| Current Sprint | What the team is working on right now, with time left, tasks left, and whether it is on pace |
| Work in Flight | The task funnel: how much is queued, moving, stuck, and done |
| Members | Who is on the team, with each person's live status and the leader marked |
| Recent Work | The files, posts, and designs the team actually produced |
| Recent Activity | The latest things the team did, newest first |
| Past Sprints | Each past sprint's completion, plus an all time total |
The Needs Attention Panel
This is your step-in signal. It stays hidden while the team is healthy, and appears only when something wants you:
- An employee hit an error or is waiting on your input
- A task is blocked or waiting
- The current sprint is past halfway and behind pace
When you see it, those are the only things that need a decision. When you do not, the team is running fine.
How to Set It Up
Nothing to do. The dashboard works the moment a team exists, because it reads from the team's own work. Hire employees into the team and assign work, and the sections fill in.
To make the strategy sections rich, set the team's goals: the team leader fills in Objectives and metrics as part of the team charter, and they then show on the dashboard with live progress.
Tips & Tricks
- Check it before your weekly review. Recent Work and Past Sprints summarize what the team delivered, so you give better direction at the next sprint.
- Treat Needs Attention as your inbox. If it is empty, you have nothing to resolve. If it shows up, handle those items first.
- Watch cost per task. Team Health pairs what the team cost with what it shipped, so you can see whether the work is worth the spend.
- Connect tools for business outcomes. Sales and Marketing teams gain extra Revenue, Demand, and Reach numbers once you connect their tools (see below).
Behind the Scenes
Most of the dashboard needs no setup. Three sections fill in further when you connect tools to employees on the team:
| Bucket | What it tracks | Needs |
|---|---|---|
| Revenue & Pipeline | Deals closed, pipeline value, win rate | A connected CRM |
| Demand & Conversion | Leads, conversion rate, meetings booked | A connected CRM or analytics tool |
| Reach & Engagement | Traffic, social engagement, email rates | A connected analytics or marketing tool |
These buckets stay hidden until the team has data for them, so you never see an empty grid. Connect a tool to any employee on the team and the matching bucket appears.
Good to Know
- The dashboard is read only. It shows you the team, you act from the Tasks, Members, and Charter tabs.
- Company view is the altitude above. The team dashboard is the zoom in on one team. For the whole picture, your company dashboard rolls up money, strategy, and what needs you across everything.
- Sections hide when empty. A new team shows a short, honest dashboard that grows as work happens.
- Cost is your own usage. "Cost to run" is the credits the team's employees spent, attributed from their work.
Frequently Asked Questions
Q: Do I need to connect any tools to see the team dashboard? A: No. Sprint progress, members, work shipped, activity, and cost all show with no setup. Connecting a CRM or analytics tool only adds the extra Revenue, Demand, and Reach buckets.
Q: Why is a section missing from my dashboard? A: Sections hide themselves when they have nothing to show. Needs Attention hides when all is well, Work in Flight hides when the board is empty, and the outcome buckets hide until a tool is connected.
Q: What does "cost to run" mean? A: It is the credits the team's employees spent over the period, shown next to the work they shipped so you can judge cost per task. It is your own usage, not a charge.
Q: How do I add Objectives and metrics to a team? A: The team leader sets them as part of the team charter. Once set, they appear on the dashboard with live progress against their targets.
Q: How is the team dashboard different from the company dashboard? A: The team dashboard is the operations view of one team: its sprint, people, and output. The company dashboard is the owner view across everything: money, runway, strategy, and what needs you.