How to Track Approval KPIs on a Dashboard
An approval KPIs dashboard turns a request queue into something a manager can actually steer: how much is waiting, how much cleared, how much was rejected, and where the committed spend sits. Without it, the approval process is a black box that only reveals itself at closing.
What managers usually cannot see
Approval workflows tend to be measured by complaints rather than data.
- How many requests are waiting right now, and on whom
- Which cost center has committed the most this month
- Which approved payments are coming due
- How often requests are rejected, and why
The indicators worth tracking
| Indicator | What it answers | Who uses it |
|---|---|---|
| Pending requests | How much is waiting for review | Approvers and the operations lead |
| Approved requests | How much cleared in the period | Finance |
| Rejected requests | How often the process catches something | Process owner |
| Approved value by cost center | Where the committed spend sits | Budget owners |
| Upcoming due dates | What is approved and coming due | Accounts payable |
| Latest requests | What just moved through the flow | Everyone |
How to build it in Jestor
- Build the approval workflow in Jestor so every request is a structured record.
- Add indicators for pending, approved, and rejected volume.
- Add a panel showing approved value grouped by cost center.
- Add a due-date view of approved requests, so nothing approved gets forgotten.
- Apply conditional colour so an indicator changes as it crosses a target.
Why choose Jestor for operational dashboards?
Jestor builds dashboards directly on the operational records, so the numbers come from the same data the team is working in — there is no export, no separate BI tool, and no lag between an approval and the indicator moving.
Indicators support format, decimal places, and conditional colour, which keeps a busy panel readable rather than turning it into a wall of numbers.
Frequently Asked Questions
Do I need a separate BI tool?
No. Dashboards are built inside the platform, on live data. See jestor.com.
Can indicators change colour against a target?
Yes, conditional colour applies to both the value and the background.
Is the data real time?
Yes, it reflects the operational records as they change.
Video Tutorial: Step by Step
Check out other practical tutorials on the Jestor YouTube channel.
Get to know Jestor
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