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Insights user guide

Last updated May 7, 2026

Automation Hub Ideas

Overview

Based on the activity performed in Automation Hub, the main template offers a high-level view on the automation program, starting with a top layer with key information and benefits and other categories (Ideas and Users).

Screenshot of the Automation Hub Ideas template.

Prerequisites

Permissions

  • In order to view the Automation Hub templates, you need Viewer role in Insights.
  • In order to explore the Automation Hub templates, copy them, you need Designer and ROI Editor role in Insights.

Filters

FilterDescription
Business AreaThe level 1 category of an idea.
CategoryThe level 2 category of an idea (dependent on the selected Business Area).
Sub-CategoryThe level 3 category of an idea (dependent on the selected Category).
Idea Submission DateDate when the idea was submitted for review.

Metrics

Top Dashboard

TileDescription
Ideas SubmittedTotal number of Ideas submitted. The following are filtered out:
• Archived
• Duplicated
• Rejected
• Cancelled
Pipeline - Estimated Hours saved per yearEstimated number of hours saved by the Automation Pipeline per year.
Pipeline - Estimated $ saved per yearEstimated amount of money (in dollars) saved by the Automation Pipeline per year.
Pipeline - Estimated FTEs saved per yearEstimated amount of Full Time Equivalent (FTE) saved by the Automation Pipeline per year.
Live IdeasTotal number of live ideas with one of the following status:
• In Production
• Hypercare
Live ideas - Estimated Hours saved per yearEstimated number of hours saved by live ideas per year.
Live ideas - Estimated $ saved per yearEstimated amount of money (in dollars) saved by live ideas per year.
Live ideas - Estimated FTEs saved per yearEstimated amount of Full Time Equivalent (FTE) saved by the live ideas per year.

Ideas

TileDescription
Ideas by Business AreasTotal number of ideas distributed by the Category Level 1 (Business Area). Filtering out Archived, Cancelled, Rejected, Duplicated ideas.
Ideas by Submitter's Business UnitTotal number of ideas distributed by the submitter's business unit. Filtering out Archived, Cancelled, Rejected, Duplicated ideas.
Ideas by Idea SourceTotal number of ideas distributed by the idea's source (Employee-driven, CoE-driven, Citizen Developer, Process Mining, Task Mining). Filtering out Archived, Cancelled, Rejected, Duplicated ideas.
Ideas distribution by Phase and StatusTotal number of ideas distributed by the current phase and status. Filtering out Archived, Cancelled, Rejected, Duplicated ideas.

Users

TileDescription
Invited UsersTotal number of users invited to join Automation Hub, with the status "Active" or "Pending".
Active UsersTotal number of users invited to join Automation Hub, who accepted the invite and connected in the product.
Idea SubmittersTotal number of unique submitters. Filtering out unique submitters for Archived, Cancelled, Rejected, Duplicated ideas.
CollaboratorsTotal number of unique collaborators.
Top 15 UsersA list with the top 15 active users that submitted automation ideas, sorted descending by the number of ideas. Additional statistics of usage are available for each one around the number of collaborations, uploaded documents, uploaded reusable components, and followed automation ideas.
Users by Business UnitTotal number of users (with Status: pending or active) distributed by business unit.

Customizing Automation Hub Dashboards

You can copy the Automation Hub Ideas template to My Dashboard where you can configure filters and modify or rearrange tiles (see Create dashboard).

  • Overview
  • Prerequisites
  • Permissions
  • Filters
  • Metrics
  • Top Dashboard
  • Ideas
  • Users
  • Customizing Automation Hub Dashboards
  • Related Articles

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