Every workspace has a Statistics page of its own. It is where the numbers
you check on Monday morning live: how much work is in the pipeline, how it
spreads across stages, who is carrying it, what it is worth.
Open it from the workspace in the left-hand aside, or from Dashboard tools →
Mark as home page if this is the page you want to land on.
A metric is a question asked of your cards
A metric has two halves, and it helps to keep them apart:
- What it measures — a count of cards, or the sum, average, min or max of a
numeric dimension. Optionally broken down by another dimension. - Which cards it considers — a filter. Leave it empty and the metric
measures every card in the project.
That is all. Pipeline value is "the sum of Deal value, over cards whose kind
is Lead". Leads by source is "a count of cards, broken down by Source".
A metric belongs to the project, not to the workspace. Several workspaces
can show the same metric, and editing it changes it for all of them. What
belongs to the workspace is the page: which metrics it shows, and how they
are laid out.
Three ways to add one
From the use-case catalog
The quickest start. Dashboard tools → Attach an existing metric…, then the
Use-case catalog tab offers five shapes that cover most of what teams track:
| Use case | What you get |
|---|---|
| Total volume | One number: how much work the workspace holds |
| Flow across stages | Where work sits along your process |
| Load per resource | How work is shared across people, teams or machines |
| Backlog mix | What share each type of work represents |
| Effort or cost rollup | Totals of a numeric measure across a breakdown |
Set up asks only for the one or two things it cannot guess — the dimension
to break down by, the measure to total — and puts the metric on the page.
The other tab, Existing project metrics, lists the metrics this project
already defines. Use it to show a metric another workspace already has.
From scratch
Dashboard tools → Create a custom metric… opens the full form.
- Show as — a single number, or a bar, line, pie or donut chart. Pick
Single number and everything about breaking down disappears: one headline
value is the whole point. - Measure — Count of cards, or Sum / Average / Min / Max of a
numeric dimension. - Break down by — the dimension whose values become the bars or the slices.
- Bucket by — only for a date breakdown: Day, Week, Month, Quarter
or Year. "Leads entering per month" is a Created-at breakdown bucketed by
month. - Hide empty buckets — leave it off and the categories holding no card still
get their place, which keeps a chart steady as the data moves.
Name is optional: leave it and the metric names itself after what it
measures — Deal value by Source.
The second panel, Cards considered, is the filter:
Tick nothing and the metric measures every card. Tick Card kind: Lead and it
measures leads only. It works exactly like a board's Cards shown panel.
From a board you are already looking at
Often you notice the number on a board first — a column total, a chart — and
only then decide it is worth watching. You do not have to rebuild it.
Open the Σ menu in the board toolbar and choose Track on workspace…:
You are asked what to track: a histogram across all columns, or a single
number for one column. Either way the board's own filters come with it, so
the metric measures the cards the board shows — not the whole project.
A board in Chart mode has the same button beside the chart, and the metric
keeps the chart's shape.
Reading the page
Opening the cards behind a value
Click a bar, a slice or a number and the page offers to open the cards
behind it — See these cards — on a board that can actually show them.
Boards whose own filters would rule those cards out are not proposed.
When a value says it is out of date
Metric values are cached, so a page with a dozen charts opens at once
instead of recomputing everything. When cards change underneath, the value is
marked stale rather than silently wrong:
- This value may be out of date — click to refresh
- Not computed yet — click to compute
Click, and it recomputes.
Laying the page out
Splitting and filling panes
The page is a set of panes you split as you like. Each pane carries a metric, a
note, or nothing yet.
- Split right / Split down cut a pane in two.
- Remove this slot takes a pane out.
- An empty pane offers the three things that can fill it: create a metric,
attach an existing one, or write some text. - Drag a metric from one pane to another to rearrange the page.
Notes that explain the numbers
The text panes are worth more than they look. A dashboard nobody can read is a
dashboard nobody trusts — a short note saying what Pipeline value includes,
or what to do when a bar goes red, saves the same question being asked every
month.
Housekeeping
Removing a metric
Removing one asks which you mean:
- Remove from this page takes it off this workspace only. The metric itself
is kept, stays on any other workspace showing it, and you can add it back. - Delete everywhere deletes the metric and removes it from every workspace
that shows it. This cannot be undone.
Starting a page over
From Dashboard tools:
- Reset from selected metrics… replaces the page with the project metrics
you tick. Tick nothing to start from a blank page. - Copy another workspace… replaces the page with another workspace's
metrics and layout — the fastest way to give two teams the same dashboard.
Both discard the current page, so they ask before doing it.
Good to know
- The statistics page follows the workspace's own visibility: it measures
the cards that workspace can see, so two workspaces showing the same metric
can legitimately show different numbers. - Archived cards are left out of a new metric by default — a backlog count
that quietly included three years of finished work would not be worth much. - Only members who may edit the workspace see Dashboard tools. Everyone else
reads the page.