Overview Page

High-level inventory charts, metrics, and onboarding checklist on the team home page.

The Overview is your team home page. It shows four charts built from your latest scan data, key metrics, and an onboarding checklist for new teams.

Charts

  • Asset State - Donut chart showing the distribution of assets by type (apps, flows, agents)
  • Build Velocity - Area chart showing asset creation over time
  • Environment Coverage - Bar chart showing assets per environment (Production, Sandbox, Developer, Default)
  • Builder Leaderboard - Top builders ranked by asset count

Below the charts, key metrics show total assets, environments, and builders at a glance.

Onboarding Checklist

If you haven't completed a scan yet, the Overview shows a six-step onboarding checklist:

  1. Create your team (auto-completed)
  2. Invite your team
  3. Import organization directory
  4. Add a connection
  5. Authorize Power Platform access
  6. Run your first scan

Each step links to the relevant page. The checklist disappears after your first successful scan.

Environment Detail

Click any environment name on the Overview page to drill down into a single environment. This page shows:

  • Environment stats (asset count, type distribution, last scan date)
  • Full table of all assets in that environment

Filtering Data

  1. Look for the Filters button (or the inline filter bar on wider screens)
  2. Click to open the filter panel
  3. Select values from any combination of five dimensions: Platform, Environment, Type, Owner, Department
  4. Filters apply immediately across all charts and tables on the page
  5. A badge on the Filters button shows how many filters are active
  6. Click a filter chip to remove it, or click "Clear all" to reset

Understanding Empty States

What You SeeWhat It MeansWhat to Do
Onboarding checklistNo completed scans yetFollow the steps: add a connection, authorize, run a scan
"No assets found"Scan completed but no resources discoveredCheck that the authorizing admin has visibility into your environments
"No department data"Owner enrichment not configuredAdd User.Read.All permission to your app registration, or upload a CSV
Upgrade promptFeature requires Business tierCurrent plan is Discovery (free). Upgrade via Billing to access

Troubleshooting

SymptomCauseFix
Charts show stale data after a new scanBrowser caching or scan still in progressRefresh the page. Check Scans page to confirm the latest scan completed.
Filter selections don't persist after page navigationFilters are page-scopedFilters reset when navigating between pages. Saved presets are planned for a future release.