Dahsboard to show multiple epic health and progress

[Umang dayal]

Hi,

I’m looking to create a dashboard in Jira for an executive audience that provides a consolidated view of Epic-level health across an engagement.

Specifically, I want to showcase:

• Number of Epics that are Completed, In Progress, etc.
• Health status of each Epic (Red, Amber, Green)
• Percentage progress at the Epic level

Context: Each Epic represents a web development project, with multiple stories underneath it. I’m aiming to build an engagement-level dashboard that gives a clear, high-level view of overall progress and risk.

Could someone guide me on the best way to set this up?

[Rahul_RVS · Accepted solution]

Hi @Umang dayal 

Welcome to the community !!

For detailed analytics and reporting you may want to try out a mktplace. Take a look at

Issue Hierarchy

You can view your Epics and the children in a tree view with %progress at each parent level. The app sums up the time spent / story points at each parent level. You can also view "%Completed" at each parent level based on status of child issues as per your requirement.

The app can be added as a dashboard gadget as well.

Do give it a try.

Disclaimer : I am one of the app team member

 

   

[Danut M _StonikByte_ · Accepted solution]

Hi @Umang dayal,

Welcome to the Atlassian Comunity!

You could make use of Jira native gadgets like Work Item Statistics,  Pie Chart or Two Dimensional Filter Statistics to display the number of epics in each status. All you have to do is to configure them with a filter that returns your epics. 

Unfortunately, the native gadgets in Jira do not provide the ability to display percentage of completion or overall health status.

To build a more effective and insightful dashboard, it is recommended to explore apps (plugins) available on the Atlassian Marketplace.

If you’re considering a plugin, our Great Gadgets app provides a comprehensive solution for tracking epics in a simple and efficient way.

With the Pivot Table & Pivot Chart gadget, you can:

• Group epics by status, status category, or any other fields to create any multi-field statistic you need
• Calculate and display completion percentages based on the child stories by different criteria (such as issue count, total story points, or time estimates)
• Visualize data using tables, heatmaps, or a variety of chart types

This approach allows for a much clearer and more flexible view of epic progress and overall project health.

The same app offers many other gadgets for displaying epics progress, such as epic burdown chart, work-break-down structure (WBS) or filter formula gadgets. 

For how to do this, see this article: https://community.atlassian.com/forums/App-Central-articles/How-to-display-the-progress-of-Epics-or-Initiatives-in-Jira-or/ba-p/2858840

If you need any help with the configuration of these gadgets, feel free to contact us at support@stonikbyte.com. 

Danut.

[Walter Buggenhout]

Hi @Umang dayal and welcome to the Community!

I would assume this comes close to what you have in mind:

You have to make sure that you have appropriate status and progress indicator fields configured for your Epic work type. As soon as you have those and make sure to keep them up to date at regular intervals (e.g. weekly or monthly), building the dashboard becomes easy.

This example uses 2 types of gadget: filter results gadgets on the left hand side, pie charts to create the visuals on the right hand side. To create the gadgets, all you have to do is create and save a filter that returns the exact data set you want for your gadget and then attach that saved filter as the source of each gadget. 

Hope this helps!

[Ivan Manolov - JXL]

Hi @Umang dayal,

Welcome to the Community. You can get most of this with native gadgets plus a small bit of setup, with the percentage-progress part being the trickiest piece natively.

Setup on the Epics:

• Add a custom "Epic Health" single-select field with values Red, Amber, Green, scoped to the Epic work type (Settings > Issues > Custom fields > Add custom field > Select List (single choice) and assign it to the Epic screen). Whoever runs the engagement updates this on each Epic, e.g., weekly.
• Make sure each web project Epic has its child stories linked via the Parent field, so any roll-up logic has data to work with.

Dashboard gadgets:

• Number of Epics by status — use Pie Chart or Created vs Resolved with a saved filter like project in (ABC, DEF) AND issuetype = Epic. Statistic Type: Status.
• Epics by health (R/A/G) — same approach with a Pie Chart gadget; Statistic Type: Epic Health.
• Combined view — Two-Dimensional Filter Statistics with Status on one axis and Epic Health on the other gives you a single matrix.
• Detail list — Filter Results gadget showing each Epic with columns Status, Epic Health, Due Date, Assignee, Priority.

For percentage progress at the Epic level, native dashboards are limited. The closest is the Work Item Statistics gadget grouped by Status Category (To Do / In Progress / Done) on each Epic's children, which gives you a per-status count rather than a clean "X% complete" number. As @Walter Buggenhout and @Mary from Planyway noted, you may need a small workaround field (e.g., a number custom field on the Epic that you update alongside Epic Health) if you want a true % progress on the dashboard.

Hope this helps,

Ivan

[Ivan Manolov - JXL]

@Umang dayalFollowing up on my earlier answer, since the % progress piece is the gap with native gadgets, here's another option that closes it cleanly.

If you're open to solutions from the Atlassian Marketplace, JXL lets you build the entire executive view in one sheet. You list all your Epics, expand each to see its child stories, and JXL automatically rolls up % completion (by issue count or story points), status distribution, and any other field as a sum-up on the Epic row. Add a Red/Amber/Green column with conditional formatting tied to the % or to your Epic Health field, and the same sheet doubles as a dashboard gadget your executives can open without leaving Jira.

Disclosure: I work for the team that builds JXL.

Cheers,

Ivan

[Mary from Planyway]

Hi @Umang dayal 

You can definitely build this in Jira, but I’d split the setup into two parts: how you store Epic-level data and how you visualize it on the dashboard.

First, make sure each web development project is represented as an Epic, and that all related stories are linked underneath that Epic.

For the dashboard, you can use Jira’s native dashboard gadgets. Jira dashboards support gadgets such as filter results and statistical charts, and the Two-Dimensional Filter Statistics gadget can show issue counts by fields such as status, assignee, priority, or custom fields.

A possible setup would be:

1. Create an Epic Health field
   Add a custom field, for example: Epic Health, with values like:

   • Red
   • Amber
   • Green

   This should usually live on the Epic issue type, not on every story. Jira admins can create custom fields and add predefined options for fields such as single-select lists.

2. Create filters for your dashboard
   Examples:

   project = ABC AND issuetype = Epic

   project = ABC AND issuetype = Epic AND status = "In Progress"

   project = ABC AND issuetype = Epic AND "Epic Health" = Red

3. Add dashboard gadgets
   You can add:
   • A pie chart or statistics gadget for Epics by status
   • A two-dimensional statistics gadget with Status on one axis and Epic Health on the other
   • A filter results gadget listing Epics with columns such as Status, Epic Health, Due Date, Owner, and Priority

4. Handle Epic progress
   This is the part where Jira’s native dashboard can be more limited. Jira does not always give you a clean executive-level Epic progress percentage out of the box, especially if you want progress calculated from child stories.

If your executive audience also needs a clearer visual view of the engagement timeline, I’d also look at Planyway for Jira.

Planyway can help turn the same Jira data into an Epic roadmap, where you can see Epics on a timeline, add milestones, track key dates, and present the overall plan in a much more stakeholder-friendly format. Planyway’s roadmap view supports planning and tracking Epics, expanding Epics to see included tasks, and sharing the roadmap with Jira users or exporting it to PDF for non-Jira stakeholders.

That makes it useful when the audience does not just want to know “how many Epics are red or in progress,” but also wants to understand:

• which projects are currently active
• what is coming next
• where key milestones sit
• whether timelines are realistic
• which Epics may need attention