The Workflow Overview Dashboard gives you real-time visibility into your automation performance, consolidating all key automation metrics into a single screen. It’s designed to help you understand how your automations are running without manually checking each workflow, so let’s learn how to view it and gain more information on your workflow’s functioning.
To access this feature, navigate to the Overview tab inside the Automation section.
Workflows Over Time #
In the top line, you will find these three metrics:
- Total Workflows: This shows you the total workflows you’ve created inside the system, including deleted ones.
- Published Workflows: This shows you the total workflows you have published and are actively running.
- Total Enrollments: This section will show you the total users who’ve been enrolled in your workflows across their lifetime.
Workflow Enrollments Graph #
The Workflow Enrollments Graph shows enrollment growth or decline over the past seven weeks across all workflows. You can hover over the line to view additional trend data.
Error Review Summary #
The Error Review Summary allows you to monitor any errors your workflows have encountered; if no errors have been found, this will be empty. If an error has been found, click “Needs Review” to view all affected workflows and investigate specific errors.
Trigger Analysis Filter #
This section provides you with information on Attempted, Matched, and Unmatched Enrollments. You can filter results by:
- Trigger Type: To show all results that used the same trigger, regardless of workflow.
- Workflow: To show the results of all enrollments for a specific workflow.
- Contact: This will limit results to attempts of a specific contact.
- Form/Survey: This will limit results to contacts who’ve triggered the workflows using a specific form or survey.
Using the Date filter, you can limit results to a specific timeframe.
This dashboard replaces guesswork with diagnostic insight, helping you identify and fix misfires, optimize trigger logic, and scale automations confidently.
Frequently Asked Questions #
Where do I find the Workflow Overview Dashboard? #
Navigate to the Overview tab inside the Automation section to view the dashboard.
What do the three top-line metrics mean? #
Total Workflows counts all workflows you’ve created (including deleted ones), Published Workflows counts those actively running, and Total Enrollments counts all users enrolled across your workflows’ lifetime.
What does the Workflow Enrollments Graph show? #
It shows enrollment growth or decline over the past seven weeks across all workflows, and you can hover over the line for additional trend data.
How do I review workflow errors from the dashboard? #
Check the Error Review Summary. If errors exist, click “Needs Review” to see all affected workflows and investigate the specific issues.
What does the Trigger Analysis Filter tell me? #
It reports Attempted, Matched, and Unmatched Enrollments, which you can filter by Trigger Type, Workflow, Contact, or Form/Survey, and narrow further with a date range.
Why is the Workflow Overview Dashboard useful? #
It consolidates key automation metrics into one screen so you can spot misfires, optimize trigger logic, and scale your automations without checking each workflow individually.
