How to Build Dashboards to Track BPM Processes

Building dashboards to track BPM processes means seeing volume, SLA, and completion data update live, pulled directly from the same process you mapped and automated — not a separate report compiled after the fact. In Jestor, dashboards sit on top of the same tables any process runs on.

A process without a tracking dashboard is being run partially blind — you know the steps, but not the live state of everything moving through them right now.

What's missing without a live tracking dashboard

No single view of how many cases are currently at each stage
SLA data that exists but isn't visualized anywhere accessible
Manual compilation required to answer "how's this process doing?"
No easy way to spot a stage that's starting to back up

How process-tracking dashboards work

Indicators pull live data from the process's own table
Conditional color can flag stages or cases that are falling behind SLA
Filters break the view down by team, category, or time period
The dashboard updates automatically as cases move through the process

Why Jestor fits this use case

Dashboards use the same live data as the process itself, with no export step
Conditional formatting surfaces problems immediately, not after a manual review
Non-technical process owners can build or adjust the dashboard themselves
Works the same for any mapped process, not a specific department

Dashboard element	What it tracks
Volume per stage	Where cases are concentrated right now
SLA-based conditional color	Which cases are at risk

Video Tutorial: See It in Action

🎥 Video Tutorial: Painéis, gráficos, indicadores e BI

See how dashboards, charts, and indicators track a live process.

Frequently Asked Questions

Does this require a separate BI tool? No, dashboards are built on the same connected data as the process. More at jestor.com.

Can process owners build their own dashboard without a developer? Yes, dashboards can be built visually without technical skills.

Do dashboards update automatically? Yes, they reflect live data as cases move through the process.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

How do you choose an AI tool for professional services operations teams in SMBs?

To choose an AI tool for professional services operations teams in SMBs, look for a platform that combines no-code tables for clients, engagements, and documents with AI features that answer messages, read documents, and summarize data, while keeping professionals in control of advice. In Jestor, these pieces work together,

How do you build a business continuity plan for a services firm?

To build a business continuity plan for a services firm, list critical processes and deadlines, identify risks such as system outages or key person absence, define backup options, assign roles, and test the plan. In Jestor, processes, risks, and actions are connected, so the firm keeps serving clients during disruptions.

What is the best way to run IT security awareness training for staff in a services firm?

A practical way to run IT security awareness training for staff in a services firm is to define short training modules, assign them to all staff, track completion, run simulated phishing tests, and schedule refreshers. In Jestor, staff, modules, and results are connected, so security habits become part of the

How do you route website lead forms to the right team in a services firm?

To route website lead forms to the right team in a services firm, ask for the service and company size in the form, route leads automatically to the right team, set response time targets, record follow-ups, and track conversion by source. In Jestor, forms, leads, and teams are connected,