Insights and KPIs
The analytics dashboard — KPI cards, utilization and conflict trends, and request-status history over a period you choose.
Insights (“Conflicts and utilization analytics”) is the health check for your operation: how much is scheduled, how well resources are used, and where plans collide — over a period you choose.
Filters
Two selectors drive every tab:
- Date range — presets from “Last 6 months” to “Next 12 months”, including the combined “Last 6 / next 12 mo” view for planning across the present.
- Bucket — Weekly, Monthly, Quarterly, or Yearly aggregation for the trend charts.
Overview
KPI cards summarize the period at a glance:
- Total requests, Scheduled, Unscheduled — the state of the backlog.
- Conflicts — how many placements currently violate the model.
- {Type} utilization — one card per active resource type, so Space utilization and People utilization sit alongside a card for every type you defined yourself (Resource types). Aggregate usage against configured capacity.
Below the cards, a Request status trend chart puts the backlog in motion (New, In progress, Done, Deferred, Canceled).
Utilization
One {Type} utilization trend chart per active resource type — Space utilization trend, People utilization trend, Car utilization trend — shows how usage develops across the buckets you selected. Add a resource type and its chart appears here; deactivate one and it disappears. “No capacity configured for this period.” means exactly that: utilization is a ratio, and it needs configured capacity (working hours, availability) to be meaningful — see Scheduling and availability.
Conflicts
The conflicts tab lists every current conflict as a card, each labeled by kind — Scheduling Overlap, Capacity Exceeded, Capability Mismatch, Load Exceeded, Below Minimum Duration, Before Earliest Start, After Latest End, Size Mismatch — with the affected schedule and a link to the other request involved where relevant (“View other request”). The summary line keeps score: “No conflicts detected. All scheduled requests meet their requirements.” is the state to aim for. Above the list, the Conflict trend chart stacks the period’s conflicts by category — Overbooking, Criteria mismatch, Resource unavailable, Outside availability.
What each kind means and how to resolve it is covered in Understanding conflicts and the hands-on guide Find and resolve conflicts.
Insights vs the board
The Utilization board is where you act; Insights is where you assess. Use Insights to spot the pattern — a chronically overbooked space, a quarter with rising conflicts — then jump to the board to fix the instances.