Workflow Automation Dashboard

The interface displays a comprehensive 'Workflow Dashboard' within a Hospice Sales CRM application, designed for monitoring and managing automated workflows. A prominent left sidebar navigation pane features various modules including Dashboard, Patients, Referrals, Volunteers, Care Team, Service Areas, Providers, Sales Activities, Territories, Analytics, AI Intake, Commissions, Workflow Automation (currently selected and highlighted), CRM Assistant, and Reports. The main content area begins with a horizontal tab navigation for Dashboard, Workflows, Builder, Templates, and Analytics, with Dashboard being the active view. A clear heading, 'Workflow Dashboard', is accompanied by the subtitle 'Monitor and manage your automated workflows' and a '+ Create Workflow' button, indicating workflow creation functionality. Key performance metrics are prominently displayed in four distinct cards: 'Active Workflows' shows 4 running processes, 'Total Executions' reports 305 all-time executions, 'Success Rate' indicates an average of 77.7% across all workflows, and 'Recent Activity' shows 0 executions this week. Below these metrics, the 'Recent Workflow Activity' section lists five individual workflows with their details. Each entry includes the workflow name, a brief description, 'Executions' count, 'Success Rate', and 'Modified' date; for example, 'New Referral Welcome Sequence' has 147 executions and a 94.5% success rate, modified on 9/11/2024. The status of each workflow is clearly indicated; 'New Referral Welcome Sequence', 'Provider Follow-up Automation', 'Quality Assurance Alerts', and 'Bereavement Support Sequence' are all marked 'Active', while 'Volunteer Coordination Workflow' is marked 'Paused', with an eye icon next to each status suggesting a view or detail action. The bottom section of the interface is divided into two panels: 'Workflow Categories' and 'Performance Insights'. The 'Workflow Categories' panel categorizes workflows by type, such as 'Email Automation', 'Provider Relations', 'Compliance', 'Volunteer Management', 'Bereavement', and 'Billing', each listing the total number of workflows and how many are active. The 'Performance Insights' panel highlights specific workflow statuses: 'Top Performing' indicates 'Quality Assurance Alerts' with a 100% success rate, 'Most Active' points to 'New Referral Welcome Sequence' with 147 executions, and 'Needs Attention' flags the 'Volunteer Coordination Workflow' as paused. This dashboard provides a comprehensive overview of workflow performance and operational status within the CRM environment.