Being able to see the Key Area score for a team or team member is the main goal of Pattyrn. The Key Area Breakdown is how Pattyrn shows the score and some details on what makes up a score.
To view your Key Area Breakdown, simply click the user dashboard icon from the main navigation and select a Key Area. For admin users, you can also view other team member's Key Area Breakdowns by clicking the admin dashboard icon in the main navigation then clicking on a team member and finally selecting a Key Area.
Figure 1: The Key Area Breakdown Card
Key Area Breakdown Card Header
Figure 2: The Key Area Breakdown Card Header
At the top of the Key Area Breakdown Card we have the header. On the left of the header there is a logo and the type of integration that Pattyrn has scored. For example, in Figure 2 the header for a Wrike integration is shown. To the right of the type of integration is the name of the connection. Next to the name of the connection is a help icon. Clicking the help icon will bring you to a help article further outlining the integration's unique scoring elements. To the far right of the header is the currently scored time range. By default Pattyrn looks at the last two weeks of data to create a performance score. This time range can be changed by clicking on the calendar icon.
Key Area Breakdown Card Performance Survey
Figure 3: The Key Area Breakdown Performance Survey
The Key Area Breakdown Performance Survey will display the overall score and maximum score available for the Key Area and integration type. To the top right of the Performance Survey it will display the score and the total possible score available. In Figure 3, the score is 81 out of 100. The progress indicator provides a quick glance for how well you scored in the Key Area.
Key Area Score Breakdown Items
Figure 4: The Key Area Score Breakdown Items
In the middle of the Key Area Breakdown Card is the Key Area Score Breakdown Items. These are the items that are individually scored then added together to create your total performance score. These will differ depending on the integration type you are scoring. For example, a Wrike integration will have different Score Breakdown Items than a Workfront integration. Figure 4 is showing the Key Area Score Breakdown Items for a Wrike integration.
Each of the Score Breakdown Items will show a quick glance indicator for if you have earned the maximum score available for that Score Breakdown Item. If the maximum score for the Score Breakdown Item has been met, a white checkmark inside a green circle will be shown. If the maximum score has not been met, the circle will appear grey. For example, in Figure 4, the Deadlines Score Breakdown Item does not have the maximum score while the Resources Breakdown Item does. Just below the indicator is the name of the Score Breakdown Item. Followed by a progress indicator. Like the indicator the progress indicator will turn green when the maximum score has been achieved. Below the progress indicator is the actual score achieved and the maximum score for the Score Breakdown Item. This is helpful if you want to get a more exact read on what your score is or the maximum available score.
If you want to get more details about the make ups of each Score Breakdown Item, you can click on any of the Score Breakdown Items. After clicking on one of the Score Breakdown Items you will be redirected to a new details page for the Score Breakdown Item.
Key Area Breakdown Details
Figure 5: The Key Area Breakdown Details
The final part of the Key Area Breakdown Card is the Key Area Breakdown Details. The Key Area Breakdown Details is intended to give you insight into some of the high-level metrics that happened during the scoring period without needing to navigate to the integration that is being scored. Like the Key Area Score Breakdown Items, the Key Area Breakdown Details will differ per integration type. Figure 5 is showing an example of the Key Area Breakdown Details for a Wrike instance.
While all integrations will have different Breakdown Details they will follow a similar format. The top rows will have a plus sign (+) next to the metric. These items will increment the total items that scored party was responsible for during the scoring period. In Figure 5 Pattyrn has identified that the scored party was responsible for 22 tasks during the scoring period. The middle rows will show some details about the states of the items not included in the reduction metric rows. For example, in Figure 5 Pattyrn found that after the scoring period there were still two active, one deferred, and one cancelled tasks. The last rows will contain a reduction metric, represented by the minus sign (-) in front of the metric. These rows will be subtracted from the incrementing items at the top. Which, in the case of Figure 5, would be that the total completed tasks is 18.
The summary at the bottom of the Key Area Breakdown Details shows the difference between the incrementing items and the reduction items at the end of the scoring period. In Figure 5 the difference between the items is 22 open tasks minus the 18 completed tasks resulting in 4 remaining tasks at the end of the scoring period.