SAFe Epic Dashboard

  • Release version: Xanadu
  • Updated August 1, 2024
  • 4 minutes to read
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    Summary of SAFe Epic Dashboard

    The SAFe Epic Dashboard provides ServiceNow customers with a comprehensive visualization of the progress of features within an epic over time. It enables users, particularly SAFe Agile Release Train (ART) members and safescrumuser roles, to monitor the completion status of features and stories, identify missing estimates, and track the pace of work completion to support effective epic management.

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    Key Features

    • Epic Summary Tab: Displays total features, features released, and stories missing estimates, offering quick insights into epic progress.
    • Epic Burnup Report: A line chart showing burnup trends with series for scope, scope forecast, completed work, and completed forecast. This allows you to estimate epic completion dates and identify if scope is expanding faster than work completion.
    • Epic Cumulative Flow Diagram: An area chart that tracks stories through states such as Ready, Work in Progress, Ready for Testing, Testing, and Complete, helping to visualize workflow and bottlenecks. Note that stories in Ready and Cancelled states are excluded.
    • Story Cycle Time Chart: A bubble chart showing the time each story takes to progress from in-progress to completion, with bubble size proportional to story points. It provides detailed cycle time breakdowns by story state and allows filtering and zooming for detailed analysis.
    • Indicators and Breakdowns: Includes summed story points for all and completed stories, and count of stories by state to generate burnup and flow reports, enhancing data accuracy.
    • Customization and Upgrades: Customers upgrading from earlier versions (1.0.2 or earlier) can install the dashboard from the Solution Library to access improved layouts and visualizations.

    Practical Benefits

    • Enables SAFe ART users to track progress at both feature and story levels within an epic.
    • Helps predict epic completion dates by analyzing historical trends and forecasting scope and completed work.
    • Supports identification of workflow bottlenecks and areas needing attention through cumulative flow and cycle time visualizations.
    • Facilitates better planning and estimation accuracy by highlighting stories lacking estimates.
    • Improves reporting flexibility with customizable charts and filters tailored to customer needs.

    Next Steps for Customers

    To maximize value from the SAFe Epic Dashboard, customers should ensure they have the appropriate roles (safescrumuser) and consider upgrading to the latest dashboard version via the Solution Library for enhanced visualizations. They can customize the burnup and cumulative flow reports to fit their specific tracking and reporting requirements, thereby improving epic tracking and delivery predictability within ServiceNow.

    The SAFe Epic Dashboard provides a visualization of how the features of an epic are progressing over a given period of time.

    Figure 1. Epic Summary tab
    SAFe Epic Summary tab
    Figure 2. Cycle Time tab
    epic cycle time

    The SAFe epic dashboard displays such as total number of features that are complete, and number of stories that are missing estimates. It also indicates the pace at which the ART members are completing the features in the epic.

    End user and roles

    Table 1. End user goal with required role
    End user and goal Required role

    SAFe ART user: View the progress of every feature in the epic.

    safe_scrum_user

    Indicators

    SAFe: Sum of story points of all stories in epics

    Generates the scope series in the Epic Burnup report.

    SAFe: Sum of story points of completed stories in epics

    Generates the complete series in the Epic Burnup report. This series indicates the amount of work that has been completed in the epic.

    SAFe: Count of all stories in current epic

    Generates the area series the Epic Cumulative Flow Diagram report, which indicates the number of stories of the current epic by state.

    Breakdowns

    • SAFe: Epic
    • SAFe: State

    Widgets

    Features

    Indicates the total number of features in the epic.

    Features Released

    Indicates the number of features in the epic that have been completed.

    Stories Missing Estimates

    Indicates the number of stories in the epic that are missing estimates.

    Data visualizations

    If you are upgrading from version 1.0.2 or earlier of Performance Analytics Content Pack for Essential SAFe, then install this dashboard from Solution Library to upgrade its layout and access the following visualizations:
    • Epic Burnup
    • Epic Cumulative Flow Diagram
    • Story Cycle Time
    For more information, see Using Solution Library for Essential SAFe dashboards.
    Table 2. Epic Summary
    Title Type Description

    Feature Progress

    Horizontal bar chart

    Horizontal bar chart

    View the progress of every feature in an epic.

    Epic Burnup

    Line chart

    Line chart

    Shows the epic burnup trends. You can estimate when the epic is likely to be completed.

    The Epic Burnup report comprises the following series that can be hidden or displayed based on your preference:
    • Scope: Indicates the size of the epic.
    • Scope Forecast: Predicts the possibility of scope change for the future dates, which is based on historical data.
    • Completed: Indicates the amount of work in the epic that is complete.
    • Completed Forecast: Predicts the burnup for the future dates. It indicates whether you can complete the epic on time. This prediction is based on historical data.
    Note:
    The point at which the Completed Forecast series intersects with or crosses the Scope Forecast series is a predictor for when the epic might be completed. If the Completed Forecast series and the Scope Forecast series do not appear to ever intersect, it is a warning that scope is being added faster than work is being completed.

    Epic Cumulative Flow Diagram

    Area chart

    Area chart

    Monitor the progress of all the stories of your epic between its actual start and end dates.

    View the number of stories in each state by their arrival to a state, time in this state, and its departure from this state.

    The Epic Cumulative Flow Diagram report comprises the following areas that can be hidden or displayed based on your preference:
    • Ready: Indicates the number of stories of the epic that are ready to start work on.
    • Work in Progress: Indicates the number of stories of the epic that are in development.
    • Ready for Testing: Indicates the number stories of the epic that are ready to be tested.
    • Testing: Indicates the number of stories of the epic that are currently being tested.
    • Complete: Indicates the number of stories that are complete.
    Note:
    Stories in Ready and Cancelled states are not included in this report.
    Table 3. Cycle Time
    Title Type Description
    Story Cycle Time Bubble chart

    Bubble chart

    Identify the time taken for each story in the epic to move from an in-progress state to completion.

    Each bubble on the graph represents a story. The height of the bubble from the x-axis shows how long that story took to move from an in-progress state to completion. The size of the story bubbles are relative to each other based on their story points.

    Hovering your mouse cursor over a bubble displays the following details about that story:
    • Story points
    • Date on which the story is moved to completion
    • Total cycle time (in days) of the story
    • Number of days that the story was in the Work in progress state
    • Number of days that the story was in the Ready for testing state
    • Number of days that the story was in the Testing state

    From the Story State section towards the right of the report, you can filter the report to view the cycle time of the stories for the selected states. The chart displays the cycle time for each story as the cumulative sum of all duration of the selected states.

    If there are too many stories at any area of the chart and the bubbles appear crowded on the report, you can zoom in that particular area of the report for clearer view.

    Cycle Time Zoom

    You can customize the Burnup and Cumulative Flow Diagram reports. For more information, see Customizing Essential SAFe dashboard reports.