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Learn the Basics
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- Spaces
- Space Types
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- Renaming Spaces
- Changing the Space Color and Icon
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Visualize Work
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Collaborate
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Level Up Your Work
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Work Securely
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Integrations
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- KanBo and Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo through Microsoft Teams
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- Exporting Space Views to Excel
- Visitors in Microsoft 365 Environments
- KanBo Autodesk BIM Integration
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- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Advanced KanBo Actions in Power Automate
- Adding KanBo Modern Webpart to Your SharePoint Site
- KanBo and Azure Logic Apps Integration
- KanBo and Ui Path Integration: Usage
- Power Automate Integration: Triggers and Actions
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Forecast Chart
This post is also available in: Deutsch
Coming soon with the KanBo 3.0 version!
In this article:
Overview
Forecast Chart in KanBo allows you to track the progress of your work and make data-driven forecasts. This chart provides valuable insights into the completion of your project, helping you understand how much work has been done and how much is left.
Predict your team's work progress
The Forecast Chart consists of two lines: a blue line representing the project scope, and a grey line representing the work that has been completed. As time progresses, the grey line moves closer to the blue line, indicating the remaining tasks.
Blue line – project scope
Grey line – cards done
Lines are drawn through the number of cards completed.
Compareing different scenarios for completion
Three scenarios are generated based on the team’s historical data. The Optimistic scenario represents the 80th percentile of completed work per week, while the Most likely scenario represents the median week. The Pessimistic scenario represents the 20th percentile of completed work per week.
Three scenarios are are outlined with dashed lines of specific colours:
- Optimistic – 80%
- Most likely – 50%
- Pessimistic – 20%
Data-driven forecasting
In addition to these scenarios, the Forecast Chart also provides data-driven forecasts based on your team’s historical velocity. The optimistic forecast expects the team to complete more work than in 80% of the past weeks, while the most likely forecast aligns with the median week. The pessimistic forecast assumes the team will only complete as much work as in 20% of the past weeks.
The velocity trend on the bottom right of the chart shows the number of completed tasks or estimates per calendar week for the past 16 weeks. This trend helps you understand the team’s productivity and track their progress over time.
Customization
You can customize the Forecast Chart settings to use either the full velocity (total amount of work completed) or the scope-specific velocity (work completed for a specific filter, such as a label or work scope). This allows you to gain insights into specific areas of your project and make more targeted forecasts.
It’s important to note that the Forecast Chart is updated regularly to provide real-time data. The scope, completed tasks, and forecasts are updated hourly, while a new data point is added to the velocity chart once per calendar week.
Cards with the information status are not included in the Forecast Chart view.
Creating Forecast Chart views
Only space owners can create shared space views, but any space user can create personal space views.
To create a Forecast Chart view:
- Open the space.
- Select the current space view name.
- Select the + Add view button.
- Select the Forecast Chart option.
- Enter the view name, and then select Add.
Renaming Forecast Chart views
Only space owners can rename the view.
The name of every view can be easily changed with the view settings.
To rename a Forecast Chart:
- Open the space.
- On the top space bar, select the space view button.
- On the Forecast Chart view, go to More (the three-dot menu), and then select Settings.
- Select the name field.
- Enter the new name, and then select Save.
Deleting Forecast Chart views
Only space owners can delete the view.
To delete a Forecast Chart view:
- Open the space.
- On the top space bar, select the space view button.
- On the Forecast Chart view, go to More (the three-dot menu), and then select Delete.
If the space has only one view, you cannot delete it.
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