The Idea Manager dashboard provides comprehensive reports to the idea manager and users
with read-only roles for ppm (sn_ppm_read). The dashboard uses Performance Analytics to provide a
trend of historical data as well as regular reports. It provides you an overview of ideas, number
of ideas converted into work entities, and trends based on categories, idea submitters, and votes.
It helps you to review and analyze ideas and enables you to take required actions for managing
your ideas effectively.
End user and roles
| End user and goal |
Required role |
| Idea Manager - Needs visibility into ideas in different states, number of ideas
created, and age of ideas. |
idea_manager |
| Read only roles for PPM - Needs visibility into ideas in different states, number of
ideas created, and age of ideas. |
sn_ppm_read |
Use case
The dashboard displays ideas related to Project Portfolio Management.
Only ideas associated with categories are displayed in the dashboard. Ideas marked for
deletion are not displayed. By default, the dashboard displays one-year data. Use the
interactive date filter to view monthly, quarterly, or yearly data.
You can drill down within an idea indicator data for further analysis by navigating to Idea
Portal from the dashboard. For example, to view individual records of Open ideas in the Idea
Portal, click the Open ideas indicator value to open the Analytics Hub.
In the Analytics Hub, click Show Records to view the list of open ideas,
open an idea in the form view, and then click the Idea Portal related
link to view the idea record in the Idea Portal.
Indicators
The Summary and Analysis tabs in the dashboard contain the following indicators. The data for
ideas is collected from the [idea] table.
- Open Ideas
- Count of the ideas that are in Submitted, Need more information, or Under Review state for
the current month.
- Average Age of Open Ideas
- The average age of ideas that are in Submitted, Need more information, or Under Review
state since their creation, in days, as calculated by the formula
[[PPM:Total Age of
Open Ideas]]/[[PPM:Open Ideas]]/24.
- Ideas Converted
- Count of ideas converted into different work entities such as demand, project, story, or
epic based on other plugins.
- % of Ideas Converted
- The percentage of ideas converted into different work entities such as demand, project,
story, or epic based on other plugins, as calculated by the formula
[[PPM:Ideas
Converted]/[PPM:Active Ideas]] *100.
- Ideas
- Count of ideas that are in different states. You can view the count of ideas, in different
states, created in week, month, quarter, and year.
- Active Ideas
- Count of ideas in Submitted, Need more information, Under review, in backlog, planned and
in development state. This indicator is not displayed in dashboard but is used in
formula.
- Total Age of Open Ideas
- Total number of days an idea is in state Submitted, Need more information, and Under
review before conversion to a work entity. This indicator is not displayed in dashboard but
is used in formula.
Breakdowns
- PPM - Idea Category
- PPM - Idea State
