Understanding the Default Power BI Dashboards in Utilisphere

Purpose/Overview

This article explains the default Power BI dashboards available in Utilisphere and how you can use them to gain insights into your organization’s operations. Default dashboards provide an out-of-the-box way to monitor performance, track activity, and identify trends without needing to build reports from scratch.

By understanding what each dashboard offers, you can quickly leverage Power BI to make more informed decisions and streamline your day-to-day workflows.

Navigation Path:

To access this feature: Utilisphere > Analytics > Power BI Reporting

Things to Know:

• Default dashboards are automatically available in your environment—no setup required.
• You can interact with these dashboards using filters, slicers, and drill-down options.
• While dashboards are pre-built, they can be customized or duplicated if you want to create more tailored views.
  
  

What is a Dashboard:

In Power BI within Utilisphere, a dashboard is a single page that shows important information in charts, graphs, and key numbers. It gives you a quick snapshot of things like ticket activity or overall trends, so you can easily track and understand performance at a glance.

To create a Power BI dashboard in Utilisphere, navigate to Analytics > Power BI Reporting and select Create New Report. If you’d like to use a prebuilt option, choose the Ticket Live – Dashboard Template. The default dashboards will automatically generate, and you can view them in the tabs at the bottom of the screen.

Default Dashboard Purposes/Insights:

Screening: Provides a high-level view of ticket screening activity.

Screening Operator: Tracks performance and activity of individual screeners.
On Time: Monitors tickets completed on time vs. past due.

Locator Workload: Shows workload assigned to locators.
Folder Workload: Displays workload distribution across folders/projects.
Contract Locator Workload: Tracks workload specifically for contract locators.
Performance: Measures performance trends across locators, folders, and contracts.
Locator Performance: Measures locator productivity and efficiency.
Folder Performance: Evaluates folder or project-level outcomes and metrics.
Contract Locator Performance: Assesses performance of external contract locators.
Tickets: Focuses on ticket activity, including overdue and unresolved items.

Past Due: Highlights overdue or unresolved tickets.

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