Get insights on focus areas
Beyond fields and updates, the summaries and charts on a focus area’s tabs help you get a better picture of how things are progressing and potential issues to address.
For You page insights
The For You page helps you spot focus areas that may need attention. It can show insights for focus areas you own or follow, based on connected goals, work, positions, and financial data.
Insights are generated from specific criteria, such as an overdue target date, an at-risk status, a staffing gap, or a cost or benefit forecast that has moved away from plan. Focus only uses data you have permission to view.
When an insight includes Get details, selecting it opens Rovo with context about that insight. Rovo can help explain what changed, summarize the available data, and suggest what to investigate next. You can then ask follow-up questions in your own words.
How insights are prioritized
Insights are presented to users in priority order. Where data is not available for a signal, the insight is skipped.
Insight signal | When it appears | What you can explore with Rovo | |
|---|---|---|---|
| 1 | Cost forecast is over both baseline and budget | The focus area's cost forecast is at least 1% higher than both its cost baseline and cost budget for the current fiscal year. | Ask Rovo to summarize the size of the variance and help you review the focus area's financial data. |
| 2 | Cost forecast is over baseline | The focus area's cost forecast is at least 1% higher than its cost baseline plan. | Ask Rovo to explain how the forecast compares with the baseline and what to review next. |
| 3 | Cost forecast is over budget | The focus area's cost forecast is at least 1% higher than its cost budget. | Ask Rovo to explain how the forecast compares with the budget and what to review next. |
| 4 | Benefit forecast is below baseline | The focus area's benefit forecast is at least 1% lower than its benefit baseline plan. | Ask Rovo to summarize the shortfall and help you review benefit data. |
| 5 | Too many positions are unfilled | More than 10% of positions linked to the focus area are unfilled. | Ask Rovo to summarize filled and unfilled position counts and suggest whether to investigate hiring or capacity. |
| 6 | A goal, project, or supported work item is overdue | The target date or due date has passed. | Ask Rovo why the item is overdue and what next steps could help correct or update the date. |
| 7 | Many connected goals or work items are unhealthy | At least 50% of connected goals or projects are off track or at risk. | Ask Rovo to summarize the unhealthy goals or work and suggest recovery actions. |
| 8 | A goal, project, or supported work item is off track | The connected item has an off-track status. | Ask Rovo for a summary of the available context and suggested next steps to get back on track. |
| 9 | A goal has not been updated recently | The goal has not been updated in the last 30 days. | Ask Rovo what information appears stale and who may be best placed to provide an update when that information is available. |
| 10 | A goal, project, or supported work item is at risk | The connected item has an at-risk status. | Ask Rovo for a summary of the available context and suggested next steps to reduce the risk. |
What data is used
For You page insights can use the following connected data, depending on what your organization has set up in Focus:
Focus areas you own or follow
Connected:
Goals
Work, such as Atlassian projects and supported Jira work items (epic and above)
Positions
Financial data, including forecasts, budgets, baselines, costs, and benefits
Insights are based on the available connected data. If a source is not connected, not populated, or not visible to you, it will not be used to generate your insights.
Why an insight might not appear
An insight may not appear if:
You do not own or follow the related focus area.
You do not have permission to view the connected data.
The connected data does not meet one of the criteria above.
The data has recently changed and Focus has not updated the insight yet.
You have snoozed or dismissed the insight.
Snooze or dismiss an insight
You can snooze an insight to hide it temporarily, or dismiss it if it is no longer useful to you. Snoozed insights return after 14 days if they still meet the criteria. Dismissed insights are removed for you. Insights disappear when the underlying signal no longer matches the trigger, including when snoozed.
Insights on the Summary tab
The summaries and charts on this tab aggregate data from all of a focus area's contributing sub-focus areas, regardless of type. Items are included in this data when they roll up to the focus area, either through direct or indirect association.
Work. Jira work items, Jira Align work items, and Atlassian projects linked to the focus area. The items included depends on which apps you’ve connected to Focus. Hover over a bar segment to view the number of items in each status.
Goals. Goals linked to the focus area. Hover over a bar segment to view the number of goals in each status.
Positions. Positions linked to the focus area. Hover over a bar segment to view the number of filled or not filled positions.
Labor costs. Labor costs associated with the focus area. Hover over a bar segment to view the amount of filled or not filled labor costs.
Needs attention. Surfaces at-risk, off-track, overdue, stale, staffing, or financial signals for the current focus area and its connected goals, work, positions, and funds. You can filter the view by available categories and use Get details, where available, to explore the insight with Rovo.
Insights on the Sub-focus areas tab
The summaries and charts on this tab aggregate data from all of a focus area's contributing sub-focus areas, regardless of type. Focus areas are included in this data when they roll up to the focus area, either through direct or indirect association.
Completed. The number of sub-focus areas that have been completed.
Remaining. The number of sub-focus areas that are pending or in progress.
Overdue. The number of sub-focus areas with target dates that have already passed.
Due soon. The number of sub-focus areas with target dates in the next 30 days.
Focus areas to watch. Displays sub-focus areas that are pending, at risk, or off track. Each bar illustrates the time since the sub-focus area entered its current status.
The roll-ups on this tab only include sub-focus areas you have permission to view.
Insights on the Goals tab
The summaries and charts on this tab aggregate data from all of the goals linked to the focus areas and its sub-focus areas.
Completed. The number of goals that have been completed.
Remaining. The number of goals areas that are pending or in progress.
Overdue. The number of goals areas with target dates that have already passed.
Due soon. The number of goals with target dates in the next 30 days.
Status breakdown. An overview of the goals in each status. Hover over a status in the list to view percentage information.
Status history. View a record of goal status. Hover over a bar segment to view more detailed information. The roll-ups on this tab only include goals you have permission to view.
Insights on the Work tab
The summaries and charts on this tab aggregate data from all of the work items linked to the focus areas and its sub-focus areas, such as Jira and Jira Align work items and Atlassian projects.
The roll-ups on this tab only include work items you have permission to view.
Completed. The number of work items that have been completed.
Remaining. The number of work items that are in the to do or in progress statuses.
Overdue. The number of work items with due dates that have already passed.
Due soon. The number of work items with due dates in the next 30 days.
Work in progress. A list of statuses breaks down the number of work items in each status. Hover over a status’s row to view the percentage of work items in that status.
Work progress. A historical trend of the linked Jira work items and Atlassian projects in each status. The data on this chart does not include Jira Align work items.
Insights on the Positions tab
The summaries and charts on this tab aggregate positions from the focus area and all of its sub-focus areas. The insights on this tab display differently, depending on whether you have labor rates set up.
If labor rates have been set up
Positions. The total of positions associated with the focus area and all of its sub-focus areas.
Filled. The total of filled positions associated with the focus area and all of its sub-focus areas.
Not filled. The total of not filled positions associated with the focus area and all of its sub-focus areas.
Filled labor cost. The total cost of filled positions associated with the focus area and all of its sub-focus areas.
Labor breakdown. This chart visualizes a rollup of positions and labor costs, broken down by position attributes like location, job family, tenure, and sub-focus areas. Use the dropdowns in the upper-right to configure your view.
If labor rates haven’t been set up
Positions. The total number of positions associated with the focus area and its sub-focus areas.
Filled. The total number of filled positions associated with the focus area and its sub-focus areas.
Not filled. The total number of not filled positions associated with the focus area and its sub-focus areas.
Median tenure. The median worker tenure range for all of the filled positions associated with the focus area and its sub-focus areas.
Tenure distribution. A bar chart breakdown of tenure for all workers in filled positions across the focus area and its sub-focus areas.
Location breakdown. A donut chart visualizing locations for all workers in filled positions across the focus area and its sub-focus areas.
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