Enterprise pattern
Dashboards & reporting
Dashboards & reporting provide visibility into caseload, SLAs, bottlenecks, and outcomes—without manual Excel work.
Makes performance visible and actionable.
Supports early intervention by spotting trends.
When to use this pattern
Use this pattern when…
- You need operational oversight and leadership reporting.
Not ideal when…
- Work is too small to justify structured reporting.
Example workflows
Concrete journeys that commonly use this pattern:
Daily ops view
Overdue, high priority, and backlog views.
Sectors that use this pattern
Sector examples coming soon.
Hero domains using this pattern
Domain examples coming soon.
How the platform implements this pattern
Case Cloud includes dashboards aligned to workflows and SLAs, with exports for deeper BI.
Operational dashboards
Caseload and SLA visibility for managers.
- Caseload views
- SLA tracking
- Trend charts
Role-based benefits
Why each role should care about this pattern:
Role-based benefits coming soon.
Configuration & extensibility
Keep dashboards consistent by governing definitions and access.
Governance controls that keep things safe
- Role-based access
- Metric definitions
- Audit logs
Case studies
Case studies for this pattern coming soon.
Related patterns
Ready to apply the Dashboards & reporting pattern?
See how Case Cloud implements it with templates, workflows, SLAs, and dashboards.