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Dashboard templates for value stream management
These dashboard templates are only available for Atlassian Data Lake connections that include Jira Software data and have scope of data set to “All”. Learn more about connecting to the Atlassian Data Lake.
Team VSM scorecards
This dashboard displays a set of key scorecards to help provide focus when trying to improve your team’s effectiveness.
Controls on the dashboard
Use the following controls to configure the dashboard:
Current date interval | “Calendar” control to filter charts to display data relating to issues completed during the selected date range. |
|---|---|
Date bucket | “Dropdown” control to group data by week, month, quarter, or year. |
Project and Project lead | “Dropdown” controls to specify the teams that this dashboard should focus on. If you reset these controls, the charts will look at issues across all teams. |
Issue types to consider | “Dropdown” control to select specific issue types that you want this dashboard to consider. If you reset this control, the charts will look at issues of all types. |
Issue labels to ignore | “Dropdown” control to select specific issue types that you want this dashboard to ignore. If you reset this control, the charts will look at all issues with any label. |
You can filter all charts on the dashboard by project, project lead, issue types to consider, and issue labels to ignore.
Mapping categories of work
Mapping issues into categories of work helps teams keep track of and prioritize the effort spent in each category. At Atlassian, we bucket the work (in other words, Jira issues) into four categories: Run the business, Change the business, Developer productivity, and Team management.
To map the work categories:
Use the “Text input” controls to specify the names of the categories of work
Use the “Dropdown” controls to specify the Jira issue labels that map to each category of work
Note the following:
If an issue maps to multiple labels, the charts will map the issue to the first label match in the list.
The first category of work (default is “Run the business”) in this mapping is also used as the target goal in some charts, as we believe teams should spend less than 10% of their time working on this category.
Mapping statuses of work in review
Specify which issue statuses indicate “In review”. This mapping ensures that the “Time spent in review” and “Time that issues spent in ‘In review’ status” charts properly display the proportion of time spent on work in review.
Charts on the dashboard
Quick overview
The quick overview gives a holistic view of your team over the last four weeks, helping you see where your strengths and weaknesses are. Red values indicate areas that need attention, while blue values indicate areas that are in a good state.
Median cycle time (single value chart)
The average time that issues were in progress. Keeping the cycle time below seven days, which is half the length of a typical sprint) can be useful to ensure work can be completed within the sprint timeframe.
Time spent in review
The percentage of time during the last four weeks that issues were in review. The review process is a common bottleneck in team workflows. Consider efficiency improvements if the time spent is more than 50%.
Overloaded assignees (single value chart)
The percentage of assignees with three or more issues in progress at the same time. If assignees have too many streams of work, they have less time to work on each one and may spend a lot of their time context-switching.
Issues that need attention
The percentage of issues that transitioned to a previous status category or changed assignees. Keep this percentage low to ensure work is always moving forward in a timely manner.
Current “Run the business”
“Run the business” focuses on the necessary work to improve and maintain existing features. Such work includes bug fixes and performance improvements. The target is <10% of time to be spent on “Run the business” work to ensure teams are able to create space to deliver new features to customers. If too much time is spent on these tasks, it could indicate that teams are stuck and unable to deliver on their roadmaps with their current resourcing.
Categorized issues
The percentage of issues that have issue labels applied to them. Teams should make sure to label/categorize their issues so your organization can properly track where time is being spent.
Median cycle time (bar chart)
Issue cycle time looks at the total time an issue spends “In progress”, which is an effective way to assess how your work flows.
Reducing cycle time is valuable because it means work is spending less time “In progress”, which helps teams create flow, which is at the core of creating a sense of progress in work.
Time that issues spent in “In review” status
Time spent “In review” is a major source of lost time during development. If the share of total time “In progress” is high, it's a signal there are meaningful improvement opportunities.
Reducing time spent “In review” means shorter feedback loops, which helps teams learn, and iterate faster.
Time spent by work categories
Aggregating time spent on work by key categories helps teams see if that distribution matches expectations, which can help them plan more efficiently.
Based on the categories used, teams can identify root causes that lead them to spend more or less time than desired in specific areas.
Throughput per work category
A count of completed issues per key category, which helps teams understand the amount of demand for each type of work and their ability to deliver it.
If teams know how much of each category of work they're doing, they can see the type of impact they're having and adjust if needed.
Max work in progress per person
The largest number of “In progress” issues assigned to a single person on a team. A high number indicates a teammate is at risk of burnout or is a bottleneck.
Keeping max WIP low helps teams ensure they’re achieving delivery goals and avoiding the risks of key-person dependencies.
Overloaded assignees (bar chart)
The percentage of people on the team with 3 or more “In progress” issues. This can mean too much context switching or delays in completing work.
Reducing the percentage of overloaded assignees, ideally to zero, focuses a team on completing or pausing work before starting anything new.
Bounced back issues
Listing of issues that have transitioned to a previous status category, and how many times. These indicate a changing scope or priority to “In progress” work.
While not all backward transitions are problematic, teams should watch for patterns or high frequencies that may indicate ambiguous goals or success criteria.
Handed-over issues
Listing of issues that have been reassigned, and how many times, which for “In progress” work can mean skill or capacity gaps within a team.
While not all reassignments are a concern, teams should watch for patterns or high frequencies that may indicate overloaded teammates.
Stuck issues
Listing of issues that have been in the same status for seven or more days and their total days in that status, which can reveal blocked or abandoned work.
Working to reduce or eliminate stuck issues can help a team see through commitments and transparently communicate what’s not being worked on.
Cross-team VSM scorecards
This dashboard displays a set of key scorecards that help to highlight common problem areas across your department. In this dashboard, we determine a department as the teams working on projects of the same category, which is based on the “Dropdown” control labeled Project category.
Controls on the dashboard
Use the following controls to configure the dashboard:
Current date interval | “Calendar” control to filter charts to display data relating to issues completed during the selected date range. |
|---|---|
Date bucket | “Dropdown” control to group data by week, month, quarter, or year. |
Project category | “Dropdown” controls to specify the departments that this dashboard should focus on. If you reset this control, the charts will look at issues across all project categories. |
Issue types to consider | “Dropdown” control to select specific issue types that you want this dashboard to consider. If you reset this control, the charts will look at issues of all types. |
Issue labels to ignore | “Dropdown” control to select specific issue types that you want this dashboard to ignore. If you reset this control, the charts will look at all issues with any label. |
Mapping categories of work
Mapping issues into categories of work helps teams keep track of and prioritize the effort spent in each category. At Atlassian, we bucket the work (in other words, Jira issues) into four categories: Run the business, Change the business, Developer productivity, and Team management.
To map the work categories:
Use the “Text input” controls to specify the names of the categories of work
Use the “Dropdown” controls to specify the Jira issue labels that map to each category of work
Note the following:
If an issue maps to multiple labels, the charts will map the issue to the first label match in the list.
The first category of work (default is “Run the business”) in this mapping is also used as the target goal in some charts, as we believe teams should spend less than 10% of their time working on this category.
Mapping statuses of work in review
Specify which issue statuses indicate “In review”. This mapping ensures that the “Teams with issues spent <50% of time in ‘In review’ status” and “Time spent in ‘In review’ status” charts properly display the proportion of time spent on work in review.
Charts on the dashboard
Drilldowns are set up for the bar charts on this dashboard. When you select a bar segment, the corresponding table chart (in other words, the table chart directly to the right) will update to show data relevant to the selected bar segment. Learn more about using charts as controls to set up drilldowns.
Teams with cycle time <7 days
Issue cycle time looks at the total time an issue spends “In progress”. Assess the workflows of your teams by seeing how many teams are meeting or missing the target cycle time each month.
“Insufficient data” means there isn’t enough information to determine whether they met or missed the target. For example, the teams may not have had enough issues assigned to them.
Cycle time per team
A listing of all projects, the number of issues worked on, and their median cycle times each month.
Teams with issues spent <50% of time in “In review” status
The number of teams that are meeting or missing the target for the amount of time spent reviewing issues. Teams that spend too much time “In review” may need to improve their review process.
Time spent in “In review” status
A listing of all projects, the number of issues worked on, and the percentage of time spent reviewing issues each month.
Team has at most 10% overloaded assignees
The number of teams that have more or less than 10% of team members with more than three concurrent issues in progress.
Work in progress per team
A listing of all projects and the percentage of overloaded assignees each month.
Teams that spent less than 10% of time to run the business
The number of teams that are spending the appropriate amount of time working on “Run the business” issues.
Time spent to run the business
A listing of all projects, the number of issues categorized as “Run the business”, and how much time was spent working on this issues each month.
Teams that categorized more than 90% of their work items
Teams should try to categorize their work items to help determine how much of each type of work is assigned to them.
Team with categorized work items
A listing of all the project teams, how many categorized issues they have, and the percentage those categorized issues contribute to the total issues assigned to the team each month.
Link scorecard dashboards together by using drilldowns
You can set up drilldowns to link a table chart in the Cross-team VSM scorecards dashboard to the Team VSM scorecards dashboard. By doing so, dashboard viewers can select a row in a table chart in the “Cross-team VSM scorecards” dashboard to see the “Team VSM scorecards” dashboard with data relevant to the selected team and time period.
To set up drilldowns for the table charts in this dashboard:
You must have permission to edit or manage the dashboard to set up drilldowns.
Make sure you’ve created both the Cross-team VSM scorecards dashboard and the Team VSM scorecards dashboard.
Hover over the table chart then select More actions () > Edit settings.
Go to the Drilldown tab of the chart settings.
For the Linked dashboard, select your Team VSM scorecards dashboard.
Under Drilldown variables, make sure to pass:
Period to the {CALENDAR} dashboard variable
Project ID to the {PROJECT_ID} dashboard variable
Select Save.
Org level VSM scorecards
This dashboard displays organizational-level scorecards to help highlight how each department is working.
Controls on the dashboard
Use the following controls to configure the dashboard:
Current date interval | “Calendar” control to filter charts to display data relating to issues completed during the selected date range. |
|---|---|
Issue types to consider | “Dropdown” control to select specific issue types that you want this dashboard to consider. If you reset this control, the charts will look at issues of all types. |
Issue labels to ignore | “Dropdown” control to select specific issue types that you want this dashboard to ignore. If you reset this control, the charts will look at all issues with any label. |
You can filter all charts on the dashboard by the “Calendar” control labeled Current date interval, issue types to consider, and issue types to ignore.
Mapping categories of work
Mapping issues into categories of work helps teams keep track of and prioritize the effort spent in each category. At Atlassian, we bucket the work (in other words, Jira issues) into four categories: Run the business, Change the business, Developer productivity, and Team management.
To map the work categories:
Use the “Text input” controls to specify the names of the categories of work
Use the “Dropdown” controls to specify the Jira issue labels that map to each category of work
Note the following:
If an issue maps to multiple labels, the charts will map the issue to the first label match in the list.
The first category of work (default is “Run the business”) in this mapping is also used as the target goal in some charts, as we believe teams should spend less than 10% of their time working on this category.
Scorecards for your entire organization
Issue cycle time (target <7 days)
The number of issues that were completed in the selected date interval that hit or miss the target cycle time of fewer than seven days.
Time spent by work categories
The time spent in days on each work category during the selected date interval.
Number of uncategorized issues
The number of categorized and uncategorized issues.
Scorecards for individual departments
You can configure up to three departments in this dashboard. For each department, select the project categories that are most relevant to them from the “Dropdown” control labeled Project categories in Department.
Issues with cycle time <7 days
For the selected project categories, the number of issues that were completed in the selected date interval that hit or miss the target cycle time of fewer than seven days.
Time spent by work category
For the selected project categories, the time spent in days on each work category during the selected date interval.
Epic progress
The number of issues in each issue status for each epic in the selected project categories.
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