The Workflow Overview Dashboard gives you real-time visibility into how your automations are performing, bringing all the key metrics together in one place. It's there to help you understand how your workflows are running without having to check each one individually. Here's how to use it.
To access this feature, navigate to the Overview tab inside the Automation section.
Workflows Over Time
At the top, you'll 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 lets you 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 gives you 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, optimise trigger logic, and scale automations confidently. We hope it helps you make the most of your workflows!