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How do I use the Trending Metrics report in Power BI?

The Trending Metrics page provides a high-level view of how frontline activity and performance are changing over time.

Written by Jake Landgraf
Updated yesterday

This report is best suited for directors, executives, and enterprise-level leaders who need organization-wide visibility.

For site-specific or day-to-day monitoring, use the Manager Dashboard Live Feed instead.


Answer

Use the Trending Metrics report in Power BI when you want a high-level view of how frontline activity, engagement, and risk indicators are changing over time across Groups or the organization.

This report is best for leaders who need broader visibility across sites, teams, or programs. For site-specific or day-to-day monitoring, use the Live Feed in ANVL Insights instead.

The Trending Metrics report is especially useful for:

  • weekly and monthly trend review

  • leadership updates

  • adoption and engagement monitoring

  • identifying increases or decreases in risk indicators

  • monthly, quarterly, and annual reporting


Steps

  1. Open the ANVL Power BI reports.

  2. Open the Trending Metrics page.

  3. Apply filters as needed, such as:

    • Group / site

    • Workflow

    • Supervisor

    • User

    • Job Title

  4. Review the key metrics.

    Workflows Completed
    The number of workflows that were fully completed.

    Total Workflows
    The total workflow activity, including:

    • completed

    • in progress

    • incomplete

    Workflow Completion %
    The percentage of started workflows that were successfully completed.

    Escalations
    The total number of:

    • stops

    • flags

    • interventions

    • concerns

    Use this as a leading indicator of issues and risk in the field.

    Licensed Users
    The total number of users with access to ANVL.

    Engaged Users
    Users who started at least one workflow.

    Use this to understand actual adoption, not just licensed access.

    Median Workflow Duration
    The median time it takes to complete a workflow.

    Median is used instead of average so unusually long or abandoned workflows do not distort the result.

    Average Strength Score
    The average workflow quality score based on how thoroughly workflows were completed.

  5. Review the trend charts.

    Weekly Trends

    • shows week-over-week changes

    • supports shorter-term monitoring

    • can show up to about 1 year of history

    Monthly Trends

    • shows month-over-month changes

    • supports longer-term analysis

    • can show up to about 3 years of history

  6. Use drill and export options as needed.

    • drill into charts to see contributing workflows

    • review supporting tables

    • use Power BI drill features for deeper analysis

    • export data to Excel from the three-dot menu if needed

  7. Use the report to answer questions such as:

    • Are workflow volumes increasing or decreasing?

    • Are more users engaging over time?

    • Are escalations trending up or down?

    • Are completion rates staying healthy?

    • Is workflow quality improving or declining?

  8. If you need workflow-level detail for a specific issue, move from Trending Metrics to a more detailed report such as Workflow Drilldown.


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