Overview

The Dashboard under the My Business section provides a centralized overview of real-time metrics, actionable tasks, and survey management tools. It now includes interactive widgets that allow direct actions, such as resolving flagged app or usage issues. A new overlapping feature tracker highlights applications with redundant functions, enabling smarter consolidation and cost decisions. 

Key Components

1. Application and User Metrics

•  Total Number of Apps

             Displays the total applications detected or added within the organization. 

• Total Number of Users

            Reflects the total number of users engaging with any apps through identity integrations.

• Total App Spend (YTD)

           Display the total cumulative spend on all apps year-to-date (YTD). This value is used as the basis for calculating forecasts and analyzing cost trends across the organization. 

       2. Cost and Forecasting 

• App Cost Forecast

           Calculates projected app-related expenses by applying a 25% increase to each app's YTD expenditure. For example, if the total monthly spend is $100 in January, the forecasted app cost will be $125. In February, the forecast will be $250, assuming consistent spend. This widget updates dynamically based on cumulative YTD values.

       3. New and Unreviewed Apps

• New Identified Apps

           Lists newly discovered apps pending ownership or categorization.

• Apps to Survey

           Contains apps requiring user feedback. Surveys help access user satisfaction, necessity, and application value. 

        4. Overlapping Feature Tracker

              Identifies apps with duplicate or overlapping functionalities using visual indicators. Supports IT and procurement teams in reducing redundancy and optimizing application portfolios.

        5. Interactive Widgets

              Widgets on the dashboard now support direct such as assigning ownership, launching integrations, or initiating surveys without leaving the page. Enhances responsiveness and workflow efficiency by minimizing navigation. 

Surveys

Survey Button

Clicking the Survey button launches the Survey Builder. The survey process is structured into four sequential stages:

1. Overview

    Enter basic details of the survey (e.g., title, purpose, target apps).

2. Survey Design

     Configure survey questions. Include multiple-choice, rating scales, or open-ended formats.

      Use this to capture user feedback about functionality, usability, or business value. 

3. Panelists

     Select users or departments responsible for providing feedback. 

     Often includes app users, departments heads, or IT stakeholders. 

4. Review

     Final check before sending. Once saved, the survey is automatically listed in the Apps to Survey section. 

Action Item

A task manager for administrative actions across apps and integrations. Selecting View All Tasks reveals a full task list dynamic action buttons .    

Available Actions  

• Integrate

           Opens the Integrations page from General> Integrations. 

           Used to connect with external systems. 

           - Identity Providers: Link systems like Okta, Azure AD for Automatic user discovery. 

           - Accounting Software: Connect tools like QuickBooks or Xero to pull in spend data.

           - Email Providers: Configure systems such as Gmail or Outlook for automated communications.

           - CRM: Import customer details from tools like Salesforce to correlate app usage and customer data. 

• Review

           Redirects to the Transactions page. 

           Enables assesment of individual or grouped financial records associated with apps. 

• Assign

           Leads to the Apps without App Owner page. 

           Assign responsibility for unmanaged or orphaned apps. 

            Typically used by IT or procurement to ensure accountability. 

• Invite

           Opens Settings > User Management.

           Used to invite users to the platform and assign them roles. 

           Requited fields include user emails, role, and department. 

• Survey

           Displays all ongoing or completed surveys from the Apps to Survey section. 

Additional Dashboard Widgets         

• App Usage by Department

            Visualizes app usage segmented by departments.

            Helps identify over/ under-utilization and plan budget reallocation. 

• Upcoming Renewals

            Lists apps with approaching subscirption deadlines.

            Used to trigger renewals, cancellations, or vendor negotiations. 

• Problematic Apps 

          New visual widget identifies performance concerns based on customizable parameters such as user dissatisfaction, usage decline, or integration failures. Enables quick identification and resolution of app-related issues directly from the dashboard.

• Overlapping App Detection (Beta)

           Detects apps with similar or duplicate functionality using AI-powered analysis. Provides consolidation suggestions to reduce cost and redundancy. Detected overlaps are visually flagged and linked to suggested savings actions.

• App Spend by Month 

            Month-wise breakdown of app expenditures. 

            Useful for budget planning and anomaly detection. 

• Year-Over-Year App Spend 

            Yearly trend analysis of app-related spending. 

• App Spend by Category

           Groups spend based on functional or departmental classification (e.g; HR, Marketing, DevOps). 

•  Customizable Widgets

           Drag, drop, and organize widgets based on business priorities. Widget positions persist across sessions, enabling users to personalize their dashboard layout for faster access to relevant metrics.

Feedback and Ratings

Clicking Review All Surveyed Apps opens the Survey page. 

Provides access to collected feedback, responses rates, and sentiment summaries. 

• Supports data-driven decision-making about application retention or decommissioning. 

Apps Overview and Organization Sentiments

• Apps Overview
  

           A consolidate display of all apps with relevant metadata including usage, cost, owner, and status. 

• Organization Sentiments

           Aggregates survey feedback to reflect general sentiment towards specific apps or vendors. 

Referrals

Displays the status summary of the "Refer a Friend" credit program. It includes the count of invitations sent, accepted, or pending. This widget helps track referral history and rewards. 

• Refer to the Invite History for detailed status breakdown. 

Field-Specific Guidance

In task creation forms or survey setup, the following fields might require clarification: 

• Task Title

           Provide a clear, actionable name.

           Example: "Assign Owner to Slack" or Integrate Salesforce CRM." 

• Value

           Context-dependent 

           - For survey design: Rating scale value, e.g: 1-5

           - For cost forecasting: Estimated monthly or annual app cost.

           - For tasks: Reflect business impact score, cost savings, or priority.

The Dashboard serves as the command center for app visibility, financial tracking, feedback collection, and task execution. It allows teams to maintain transparency, assign accountability, and optimize the organization's software ecosystem through timely insights and integrations. 

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.