The dashboard provides a summary of the activity and value within your Catalytic team. It is currently available to admin users within your team. You can share the dashboard with other admin users by copying the link and sending to them.
The following will help you to understand how each section is calculated, as well as how to improve your metrics.
- Users: Number of active users on your Catalytic team
- Pushbots: Number of active pushbots (process templates) that have been created in your team
- Active Runs: Number of runs (processes) that are currently in progress across all pushbots
- Estimated hours saved: The number of approximated hours that have been saved as a result of automation on Catalytic. Analysis of the over 50 different pushbots and thousands of runs across several customers determined that on average each action on Catalytic saves 30.176 seconds.
- Estimated cost savings: Calculated by multiplying the Estimated hours saved by the average U.S. hourly wage of $24.57 (equivalent to a $51,105 annual salary).
To increase return on automation:
- Automate more use cases: Look across your organization to find automation opportunities. Review our solutions gallery for more inspiration. For each of your existing pushbots, considers what happens in the business process before and after the automation occurs. You will usually find good opportunities for extending the pushbot.
- Expand to more users: Invite more users on to pushbot to build out automations of their own. Use our helpful Build your First Process guide.
- Host a hackathon for business users: With Catalytic, many business processes can be automated within a couple hours. But people still need to allocate time from their days to focus on process improvement and automation. Bring together business users across different departments and work together to quickly build out and launch pushbots to automate new use cases.
- Leverage triggers: Automation works best when nobody needs to think to start it. Triggers enable you to automatically start pushbots based on events, such as when an email is received, when an opportunity changes stages in Salesforce, or on the 1st of every month.
Trend shows daily volume of runs completed for the past 90 days, along with a total number of runs completed in the past 90 days to the right. Includes both runs that completed automatically and runs that were manually ended.
It’s common to see large spikes in volume on days where some pushbots spawn a lot of runs using actions like:
- Tables: Start a pushbot for each row
- Excel: Start a pushbot for each row
- Actions Completed: Total number of actions completed in the past 90 days, including both automated and manual tasks.
- Automation Efficiency: Shows the percentage of actions completed automatically for the actions completed in the past 90 days. The calculation is the number of automated actions divided by the total number of actions. Automated actions exclude manual tasks and email actions like Assign a Task and Send a Form.
To increase automation efficiency, review your pushbots for places where people are doing the following types of manual work:
- Web applications / systems: If people are making updates to systems like Salesforce, Workday, Coupa and others, you can automate these steps by adding an integration and then adding automated actions. For systems for which we do not currently have an integration, you could either use Web API actions or browser automation to perform the work in the system in an automated way.
- Excel: There are a number of Excel actions available for automating work with spreadsheets. For some of these, it will make sense to migrate them to Data Tables.
- Document Parsing: When people are reviewing documents manually and pulling information out, you could extract text from a PDF to convert that document into text, and then use the suite of text parsing actions (all start with "Text:") to extract the information you need.
- Decisions: Take a look at places where people are making tactical decisions manually. You could consider automating that work in some situations with a Predictive Model or Conditions.
- Most Active Pushbots: Shows the top 10 pushbots based on the number of actions completed for each in the past 90 days. This includes both automated and manual tasks. Since some pushbots start other pushbots, you may see both the “parent” pushbot and the “child” pushbots appearing in this list.
- Refresh the page using the browser to see updated data
- When printing the dashboard or saving it as a PDF, choose to show Background graphics and change the Scale to be 75% to fit on a single page