Ideal Dashboard Tool for Tracking PI Objectives and Epic Completion Progress

Question

Hi I am new to using Jira and not as familiar with the native dashboards or popular add-on gadgets. Because of this I wanted to ask around if anyone has used Jira native dashboard, which has some limitations from my understanding, or can recommend a good dashboard add-on / gadget that is easy to use and lets me generate visual, executive-friendly dashboards of the count and status of Jira initiatives, epics and story point counts from cross multiple Jira projects and team boards. I am using epics as "PI objectives" for each team (we are leveraging some of the concepts from SAFe) and I want to be able to generate dashboard reports showing:

1) Count of epics (aka PI objectives) by each team, where each team has their own Jira project/board

2) Status of epics (e.g., new, in progress, done) by team for the current PI (aka quarter)

3) Disposition of epics at the end of the PI (aka quarter) (e.g., completed, carried over, cancelled, on hold)

I would also appreciate layout design ideas for this type of information (e.g., table, stacked bar chart, pie/donut chart, etc.)

Thanks!

Joshua Brock _ Seibert Group_ GmbH · Answer

Hello, @David Chang, and welcome to the Atlassian Community! Hope you’re off to a good start.

It looks as though a few have already addressed the topic of native Jira gadgets and covered it quite well.

Wanted to offer another option of plugins, that being our own Agile Hive, which we refer to as the “SAFe in Jira” solution. We offer both Cloud and DC versions. I’ve included a few screenshots from our Jira Cloud version.

In regards to epics (PI Objectives), and every other metric you’d be looking to monitor throughout the course of your PIs, our ART Reports offer a great deal on insights at a glance (PI Progress, Load vs. Capacity, Depedencies, Burnup Charts, PI Objectives and Risks, etc.).

1) ART Reports

Everyone including RTEs and PMs at the ART level, down to the individual teams and team members themselves, can monitor progress as the PI moves along.

2) Overview (with the ability to drill down into each issue)

3) PI Objectives and Risks

At then end of each PI, using those same reports to look back on what was, and wasn’t, accomplished, what needs to be carried over, the resulting dependencies, whatever you’d need to assess and transition to your next PI.

Feel free to take a look at our Marketplace listing, you can try it for 30 days. If you have any questions, need additional insights, or want to schedule a live demonstration, feel free to reach out.

Best regards,

Joshua

Javier Coira _Appfire_ · Answer

Hi @David Chang,

I’m Javier Coira, a developer for Dashboard Hub. The suggestions you’ve already received are great, but when I saw that you wanted to track data related to epics, I was inspired to set up an example using some gadgets from Dashboard Hub Pro (although the same can be done with Dashboard Hub for Confluence).

To track epics, my recommendation is to use Progress Tracker (which, by the way, was previously called Epic Progress). This gadget allows you to see the status and progress of epics using a filter or JQL.

For performing calculations, I recommend using Formula Cards, which lets you define variables based on JQLs or filters and then use these variables in simple (or more complex, depending on your needs) formulas.

I believe the best way to understand this is to see it in action, so I’m sharing a link to the sample dashboard I configured for your question (sharing dashboards is another highly valued feature of Dashboard Hub).

Best regards!

Roberts Čāčus - eazyBI · Answer

Hi @David Chang

Others have already given you great suggestions. Jira gadgets and reports tend to be limited to a single Project overview. That is where Jira Plans could come in and give you some overview - https://support.atlassian.com/jira-software-cloud/docs/what-is-advanced-roadmaps/.

I work at eazyBI, and the eazyBI for Jira app could be another approach to meet your requirements. It is great for reporting and analysis and can publish the reports in Jira dashboards - https://marketplace.atlassian.com/apps/1211051/eazybi-reports-and-charts-for-jira?tab=overview&hosting=cloud.

As a start, you can view some of our Demo account reports and dashboards to view its capabilities. For example, to view Epic's progress, see the following report - https://eazybi.com/accounts/1000/cubes/Issues/reports/78204-issue-epic-gantt-chart. You can interact with the reports and view them in eazyBI dashboards - https://eazybi.com/accounts/1000/dashboards/16201-forecast-and-management.

I hope you will find what you are looking for.
Kind regards,

Roberts // support@eazybi.com