Improved · Insights

September 12, 2026

Set the phases your dashboards report on, once

The Configuration tab of the OTD Metrics dashboard has a new Reporting Phases section. Pick a department to select all of its phases, or pick phases one by one, and every number on the OTD, Executive and Department Head tabs is reported against that set for everyone who opens the dashboard. Leave it empty and the dashboard reports at the order level, as it does today.

The Phase and Department filters at the top of each tab still work the same way for a single visit. When you pick one, it takes over from the configured set until you clear it.

Phases cover their routes, so a shop that reports on Design gets every route that produces a Design phase without picking each one. Reset All to Defaults clears the configured phases along with the other settings on the tab.

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