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Analytics Dashboard - Disclosurely Real-Time Insights

Comprehensive guide to the Disclosurely analytics dashboard with real-time metrics, interactive charts, filtering capabilities, and data export features.

Analytics Dashboard

Your central command center for monitoring and analyzing your whistleblowing program's performance in real-time.

Overview

The Analytics Dashboard provides a comprehensive, visual overview of your organization's whistleblowing program. Monitor case volumes, track resolution times, analyze trends, and identify patterns—all from a single, intuitive interface that updates in real-time as your team works.

Access: Dashboard > Analytics

Dashboard Layout

Header Section

Key Performance Indicators (KPIs)

Four primary metrics displayed at the top of the dashboard:

  1. Total Reports

    • All-time count of submitted reports
    • Quick filter: Click to view all reports
    • Updated in real-time as new reports arrive

  2. Active Cases

    • Currently under investigation
    • Excludes closed, resolved, and archived
    • Color-coded:
      • 🟢 Green: Normal workload
      • 🟡 Yellow: High volume
      • 🔴 Red: Overwhelming volume (may need more resources)

  3. Average Response Time

    • Time from submission to first acknowledgment
    • Measured in hours and days
    • SLA indicator:
      • ✅ Within target
      • ⚠️ Approaching limit
      • ❌ Breached SLA

  4. Resolution Rate

    • Percentage of cases successfully closed
    • Target benchmark displayed
    • Trend indicator (↑ improving, ↓ declining, → stable)

Main Chart Area

Case Volume Trends

Interactive line chart showing report submissions over time.

Time Period Options:

  • Daily (last 30 days)
  • Weekly (last 12 weeks)
  • Monthly (last 12 months)
  • Yearly (all years)

Features:

  • Hover to see exact counts for each period
  • Click data points to drill down into specific dates
  • Identify spikes or unusual patterns
  • Compare multiple time periods

Use Cases:

  • Detect seasonal trends
  • Identify reporting spikes that may indicate systemic issues
  • Monitor program adoption and usage
  • Plan resource allocation

Category Distribution

Pie/Doughnut Chart

Visual breakdown of cases by category.

Default Categories:

  • Harassment & Discrimination
  • Financial Misconduct
  • Health & Safety
  • Data Privacy
  • Conflicts of Interest
  • Retaliation
  • Other

Features:

  • Percentage and count for each category
  • Click slice to filter dashboard to that category
  • Hover for detailed breakdown
  • Color-coded for easy identification

Insights:

  • Identify most common issue types
  • Detect emerging risk areas
  • Guide training and policy development
  • Allocate investigation resources

Priority Breakdown

Bar Chart

Distribution of cases across priority levels.

Priority Levels:

  • 🔴 Critical - Immediate action required
  • 🟠 High - Urgent attention needed
  • 🟡 Medium - Normal processing
  • 🟢 Low - Routine handling

Features:

  • Count and percentage for each level
  • Click bar to filter by priority
  • Compare against historical averages
  • Identify workload balance

Status Overview

Stacked Bar or Area Chart

Case flow through different investigation stages.

Statuses Tracked:

  • New/Unassigned
  • Assigned
  • In Progress
  • Pending Information
  • Under Review
  • Resolved
  • Closed
  • Archived

Insights:

  • Identify bottlenecks in investigation process
  • Monitor case progression
  • Detect cases stuck in specific statuses
  • Improve workflow efficiency

Advanced Filtering

Date Range Selector

Predefined Ranges:

  • Today
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Last 12 months
  • Year to Date
  • All Time

Custom Range:

  • Click "Custom" to select specific start/end dates
  • Compare two different time periods
  • Analyze specific incident timeframes

Smart Filters

Available Filters:

Category

  • Select one or multiple categories
  • Exclude specific categories
  • View uncategorized reports

Priority

  • Filter by urgency level
  • Combine with other filters
  • Track high-priority case resolution

Status

  • View cases in specific investigation stages
  • Track workflow progression
  • Identify stalled cases

Assignment

  • Filter by assigned user
  • View unassigned cases
  • Monitor team workload distribution

Department/Location

  • Analyze specific departments
  • Geographic patterns
  • Organizational unit comparison

Report Type

  • Anonymous vs. Confidential
  • With/without attachments
  • Risk level

AI Metrics

  • Risk score range (1-10)
  • Pattern-detected cases
  • AI-flagged issues

Saving Filter Combinations

Create Custom Views:

  1. Apply your desired filters
  2. Click Save View
  3. Name your view (e.g., "High Priority Financial Cases")
  4. Access quickly from Saved Views dropdown

Pre-Built Views:

  • High Risk Cases
  • Overdue Responses
  • Unassigned Reports
  • Recently Closed
  • Long-Running Investigations

Interactive Features

Drill-Down Analysis

Click any chart element to:

  • Filter entire dashboard to that subset
  • View detailed case list
  • Explore underlying data
  • Export filtered results

Example Workflows:

Analyze Category Spike:

  1. Notice unusual increase in "Harassment" category
  2. Click on harassment slice in pie chart
  3. Dashboard filters to show only harassment cases
  4. Review timeline to identify when spike occurred
  5. Examine individual cases for patterns

Monitor Team Performance:

  1. Filter by specific team member
  2. Review their assigned case count
  3. Check average resolution time
  4. Compare to team average
  5. Identify training needs or recognition opportunities

Chart Interactions

Hover for Details:

  • Exact values and percentages
  • Trend comparisons
  • Additional metadata

Click to Filter:

  • All charts support click-to-filter
  • Multiple selections with Ctrl/Cmd+Click
  • Right-click for additional options

Zoom and Pan:

  • Timeline charts support zooming
  • Pan across long time periods
  • Reset zoom with double-click

Export and Reporting

Export Options

Dashboard Snapshot (PDF)

  • Captures current view with all charts
  • Includes header with date range and filters
  • Branded with organization logo
  • Perfect for board presentations

Data Export (CSV)

  • Raw data behind current view
  • All fields included
  • Compatible with Excel, Google Sheets
  • Further analysis and manipulation

Excel Report (XLSX)

  • Formatted tables and charts
  • Multiple sheets for different metrics
  • Formulas and pivot tables included
  • Advanced analysis ready

Scheduling Automated Reports

Set Up Recurring Reports:

  1. Navigate to Analytics > Reports
  2. Click Schedule Report
  3. Configure:
    • Report type (Dashboard, Statistics, Compliance)
    • Frequency (Daily, Weekly, Monthly)
    • Recipients (email addresses)
    • Format (PDF, CSV, Excel)
    • Filters to apply
  4. Save schedule

Automated Report Features:

  • Delivered automatically via email
  • Always uses latest data
  • Can include multiple dashboards
  • Maintains consistent formatting

Key Metrics Explained

Response Time Calculation

How it's measured:

  • Start: Report submission timestamp
  • End: First acknowledgment or status change by team member
  • Excludes: Non-business hours (optional setting)

Benchmarks:

  • ✅ Excellent: < 24 hours
  • ⚠️ Good: 24-48 hours
  • ❌ Needs Improvement: > 48 hours

Resolution Rate Formula

Resolution Rate = (Closed Cases / Total Cases) × 100

What counts as "Closed":

  • Investigation completed
  • Findings documented
  • Reporter notified (if applicable)
  • Final status set to "Closed" or "Resolved"

Industry Benchmarks:

  • 70-80%: Typical for complex organizations
  • 80-90%: Well-managed programs
  • 90%+: Exceptional performance

Escalation Tracking

Escalation Indicators:

  • Priority increased (e.g., Medium → High)
  • Reassigned to senior investigator
  • Flagged for management review
  • Extended beyond standard timeline

Escalation Rate:

(Escalated Cases / Total Cases) × 100

What it means:

  • < 10%: Normal operations
  • 10-20%: Some systemic issues present

  • 20%: May indicate training needs or policy gaps

Best Practices

Daily Dashboard Review (5-10 minutes)

Morning Routine:

✅ Check New Reports

  • Review cases submitted in last 24 hours
  • Identify any critical/high-priority cases
  • Ensure proper assignment

✅ Monitor SLA Compliance

  • Check response time indicator
  • Identify cases approaching deadlines
  • Send reminders to team if needed

✅ Review Active Case Count

  • Ensure balanced workload
  • Reassign if necessary
  • Flag resource constraints

Weekly Trend Analysis (15-30 minutes)

✅ Compare Week-over-Week:

  • Case volumes
  • Resolution rates
  • Response times
  • Category distribution

✅ Identify Patterns:

  • Recurring issues
  • Department-specific trends
  • Seasonal variations

✅ Adjust Resources:

  • Reallocate investigators based on workload
  • Plan training for frequently reported issues
  • Update policies if needed

Monthly Reporting (30-60 minutes)

✅ Generate Executive Summary:

  • Total cases received
  • Top categories
  • Resolution rate
  • Key wins and challenges

✅ Benchmark Progress:

  • Compare to previous months
  • Track towards annual goals
  • Identify improvement areas

✅ Stakeholder Communication:

  • Share dashboard snapshot with audit committee
  • Present trends to management
  • Report compliance metrics to regulators

Customization Options

Dashboard Widgets

Rearrange Layout:

  1. Click Customize Dashboard
  2. Drag and drop widgets to preferred positions
  3. Resize widgets by dragging corners
  4. Hide widgets you don't need
  5. Save layout

Available Widgets:

  • KPI Summary Cards
  • Case Volume Timeline
  • Category Distribution
  • Priority Breakdown
  • Status Flow Chart
  • Recent Activity Feed
  • Upcoming Deadlines
  • Team Performance
  • AI Insights

Color Schemes

Accessibility Options:

  • Standard (color-coded)
  • High contrast
  • Colorblind-friendly palettes
  • Grayscale for printing

Data Refresh Rate

Configure Update Frequency:

  • Real-time (instant updates)
  • Every 5 minutes
  • Every 15 minutes
  • Every hour
  • Manual refresh only

Note: Real-time updates may impact browser performance with large datasets.

Troubleshooting

Dashboard not loading?

  • Check internet connection
  • Clear browser cache
  • Try different browser
  • Contact support if issue persists

Charts showing "No Data"?

  • Verify date range isn't too narrow
  • Check applied filters (may be too restrictive)
  • Ensure you have cases in the system
  • Confirm you have permission to view data

Export failing?

  • Check available storage quota
  • Try smaller date range
  • Use different format
  • Disable browser extensions temporarily

Slow performance?

  • Reduce date range
  • Apply more specific filters
  • Close unused browser tabs
  • Clear browser cache

Privacy & Security

Access Controls:

  • Viewers: See only assigned cases
  • Case Handlers: See all cases in scope
  • Admins: Full analytics access
  • Audit trail logs all analytics access

Data Anonymization:

  • PII automatically redacted in charts
  • Export options include anonymization
  • Aggregate data safe for sharing

Learn More: Security Overview

Support

Need help with the dashboard?

Analytics Dashboard - Disclosurely Real-Time Insights | Disclosurely Docs