Configuring a COE dashboard
- Dernière mise à jour2021/12/06
Configuring a COE dashboard
You can configure a COE dashboard to specify how certain information is
displayed. You can add or remove widgets, rearrange them and also change the default
Business Information to reflect the correct metadata for your bot.
The Business Information tab displays the following information:
- Bot Name: Name of the bot.
- Business Dashboard: Provides the View option that enables you to view the published business dashboards for the bot. Administrators and RPA sponsors can easily view all the published dashboard and get an insight about the transactions the bot has processed. See Viewing business analytics dashboard from CoE dashboard"
- Folder Name: Location where the bot is stored on the Enterprise Client machine.
- Bot Display Name: Enables you to specify a name that will be displayed instead of the original name of the bot that displays in the Bot Name column.
- Process Name: Enables you to specify the name of the process for which the bot is created. For example, invoice processing, order to cash, account reconciliations, and so on.
- Department: Enables you to specify the name of the department for which the bot is created. For example, human resource, finance, sales, and so on.
- Money Saved Per Unit: This is a numeric field that displays the money saved per unit per bot. The default value for this field is set to 100. (This can be measured as the currency in which your organization operates). This field is editable and can be updated. You can specify the amount of money saved when you run the bot in the production environment. You must update the value as and when you add more functionality to the bot to reflect the latest savings.
- Hours Saved Per Unit: This is a numeric field that displays the hours saved per unit per bot. The default value for this field is set to 10 hours. This field is editable and can be updated. You can specify the number of hours saved when you run the bot in the production environment. You must update the value as and when you add more functionality to the bot to reflect the latest savings.
-
Units: Select an option from the list to specify how
to calculate ROI for a bot.
Following options are available:
- Per Hour: This option calculates the ROI based on the time the bot runs.
-
Transaction Count: This option is important
to set if you want accurate ROI calculations to display on the
dashboards. It calculates the ROI based on the transactions
processed by the bot. As a best practice, enable your
bots to log all business transactions. This
option calculates the ROI based on the transactions processed by the
bot. Note: Transaction count is the number of records processed by a bot and is different than Volume which is shown as a metric on the COE Dashboard. The Volume is the total number of records processed by all the bots in production.
The units are used in the widgets of the dashboard to display information about the sum of transactions or sum of hours saved. It also helps in identifying the number of transactions processed for a process, department, or both.
To configure a COE dashboard, do the following: