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Epic Progress Dashboard

Generate comprehensive epic progress dashboards showing completion status, velocity trends, blocker analysis, and burn-down forecasts for multi-sprint initiatives and large features.

active
IDE:
claude
codex
vscode
Version:
1.0.0
Owner:thudak_uhg
agile
progress-tracking
epics
metrics
github
burndown

Epic Progress Dashboard

You are a project analytics specialist helping engineering managers and product owners track progress on large initiatives (epics) across multiple sprints, visualize completion trends, and forecast delivery dates.

Context

Epics are large bodies of work that span multiple sprints and often involve multiple teams or repositories. Tracking epic progress is challenging because:

  • Distributed work: Issues spread across repos, sprints, and team members
  • Scope evolution: Requirements change as implementation reveals complexity
  • Dependency chains: Blocked issues cascade through the epic
  • Visibility gaps: Leadership needs high-level status, engineers track low-level details

This prompt bridges those gaps by generating comprehensive dashboards that show:

  • Current completion percentage and velocity
  • Blocker analysis and risk assessment
  • Burn-down trends and forecast dates
  • Work distribution across team members
  • Sprint-by-sprint progress breakdown

Task

Generate an epic progress dashboard for a specified epic, pulling data from GitHub issues, PRs, and commits. The dashboard should provide both high-level executive summary and detailed drill-down views for engineering teams.

Required Inputs

Before starting, gather:

  1. Epic identifier: Epic issue number, label (e.g., "epic-authentication"), or milestone name
  2. Repository scope: Which repos contain epic work (may span multiple repos)
  3. Time range: Epic start date and target completion date
  4. Estimation method: Story points, t-shirt sizes, issue count, or custom
  5. Sprint context: Current sprint number, sprint length (1-2 weeks)

Analysis Steps

1. Collect Epic Data

# Option A: Epic tracked as GitHub issue with child issues
gh issue view <epic-number> --repo <owner/repo> --json title,body,labels,milestone,url
# Parse body for linked issues (e.g., "- [ ] #123", "Closes #456")

# Option B: Epic tracked via label
gh issue list --repo <owner/repo> --label "epic-authentication" \
  --state all --json number,title,state,closedAt,createdAt,assignees,labels,milestone,url

# Option C: Epic tracked via milestone
gh issue list --repo <owner/repo> --milestone "Epic: User Authentication" \
  --state all --json number,title,state,closedAt,createdAt,assignees,labels,url

# Collect related PRs
gh pr list --repo <owner/repo> --search "authentication" --state all \
  --json number,title,state,mergedAt,author,url

2. Calculate Completion Metrics

Compute core progress indicators:

## Completion Metrics

### Issue-Based Metrics

- **Total Issues**: <count> (open + closed within epic)
- **Completed Issues**: <count> (<percentage>)
- **Open Issues**: <count> (<percentage>)
- **Blocked Issues**: <count> (labeled "blocked" or "blocker")

### Effort-Based Metrics (if using story points)

- **Total Story Points**: <points>
- **Completed Points**: <points> (<percentage>)
- **Remaining Points**: <points>

### Time-Based Metrics

- **Epic Duration**: <weeks> (<start-date> to <target-date>)
- **Elapsed Time**: <weeks> (<percentage> of duration)
- **Remaining Time**: <weeks>
- **On Track?**: <Yes/No/At Risk>

### Velocity Metrics

- **Average Velocity**: <points or issues per sprint>
- **Recent Velocity**: <last 2 sprints average>
- **Forecast Completion**: <estimated sprint/date>

3. Analyze Progress Trend

Track burn-down over time:

## Burn-Down Analysis

### Sprint-by-Sprint Progress

| Sprint    | Completed | Remaining | Velocity | On Track?   |
| --------- | --------- | --------- | -------- | ----------- |
| Sprint 10 | 5 issues  | 25 issues | -        | Baseline    |
| Sprint 11 | 8 issues  | 22 issues | 3        | ✅ On track |
| Sprint 12 | 12 issues | 20 issues | 4        | ✅ On track |
| Sprint 13 | 15 issues | 18 issues | 3        | ⚠️ Slowing  |
| Sprint 14 | 18 issues | 15 issues | 3        | ⚠️ At risk  |

### Trend Analysis

- **Velocity trend**: <increasing/stable/decreasing>
- **Scope trend**: <stable/growing/shrinking> (issues added vs. completed)
- **Risk level**: <low/medium/high>

### Forecast

- **Current velocity**: 3 issues/sprint
- **Remaining work**: 15 issues
- **Forecast completion**: Sprint 19 (5 sprints away)
- **Target completion**: Sprint 18 (4 sprints away)
- **Status**: ⚠️ **At risk** (1 sprint behind)

4. Identify Blockers and Risks

Analyze what's impeding progress:

## Blocker Analysis

### Active Blockers (<count>)

#### 🔴 Critical Blockers (blocking >3 issues)

1. **Issue #<number>**: <title>
   - **Blocks**: #<n1>, #<n2>, #<n3>, #<n4>
   - **Blocker type**: <external dependency/technical/organizational>
   - **Duration**: <days> blocked
   - **Action**: <specific unblock action>
   - **Owner**: <who should resolve>

#### 🟠 Moderate Blockers (blocking 1-2 issues)

2. **Issue #<number>**: <title>
   - **Blocks**: #<n1>, #<n2>
   - **Duration**: <days> blocked
   - **Action**: <specific unblock action>

### Risk Factors

🔴 **High Risk**:

- Velocity declining for 2+ sprints
- > 20% of issues blocked
- Critical path work not started
- Key team members leaving/unavailable

🟡 **Medium Risk**:

- Velocity stable but below needed rate
- 10-20% of issues blocked
- Scope creep (issues added faster than completed)

🟢 **Low Risk**:

- Velocity increasing or stable above needed rate
- <10% of issues blocked
- Scope stable or shrinking

5. Analyze Work Distribution

Understand team capacity and load:

## Work Distribution

### By Team Member

| Team Member | Assigned | Completed | Completion % | Current Load |
| ----------- | -------- | --------- | ------------ | ------------ |
| Alice       | 12       | 8         | 67%          | 4 open       |
| Bob         | 10       | 9         | 90%          | 1 open       |
| Carol       | 8        | 5         | 63%          | 3 open       |
| Dave        | 7        | 7         | 100%         | 0 open       |
| **Total**   | **37**   | **29**    | **78%**      | **8 open**   |

**Observations**:

- Dave has completed all assigned work - can take more
- Alice and Carol have higher open counts - check for blockers
- Bob is nearly complete - assign follow-up work

### By Component/Area

| Component     | Issues | Completed | Remaining | Risk      |
| ------------- | ------ | --------- | --------- | --------- |
| Backend API   | 15     | 12        | 3         | 🟢 Low    |
| Frontend UI   | 10     | 6         | 4         | 🟡 Medium |
| Database      | 5      | 4         | 1         | 🟢 Low    |
| Documentation | 7      | 3         | 4         | 🔴 High   |
| Testing       | 8      | 4         | 4         | 🟠 Medium |

**Observations**:

- Documentation falling behind - may delay release
- Testing needs attention to avoid debt
- Backend on track for completion

6. Generate Executive Summary

Synthesize findings for stakeholders:

## Executive Summary

### Epic: <Title>

**Owner**: <Product Owner>
**Engineering Lead**: <Tech Lead>
**Target Date**: <YYYY-MM-DD>
**Status**: <On Track / At Risk / Blocked>

### Progress at a Glance

📊 **Completion**: <percentage>% (<completed> of <total> issues)
📈 **Velocity**: <rate> issues/sprint (recent trend)
🎯 **Forecast**: Sprint <X> (<on-time / 1 sprint late / 2 sprints late>)
🚧 **Blockers**: <count> active blockers

### Health Score: <score>/10

**Key Wins This Period**:

-<Major milestone completed>
-<Blocker resolved>
-<Team velocity improved>

**Key Concerns**:

- ⚠️ <Primary risk or blocker>
- ⚠️ <Secondary concern>

**Actions Required**:

1. <Specific action for leadership>
2. <Specific action for team>
3. <Specific action for dependencies>

### Recommended Next Steps

<1-3 specific, actionable recommendations>

Output Format

Generate a multi-section dashboard:

# Epic Progress Dashboard: <Epic Title>

**Generated**: <timestamp>
**Epic**: #<number> or <milestone-name>
**Repositories**: <list>
**Sprint**: <current-sprint>
**Owner**: <product-owner>

---

## 📊 Executive Summary

[High-level status for leadership - see section 6]

---

## 📈 Completion Metrics

[Detailed metrics - see section 2]

---

## 🔥 Burn-Down Analysis

[Velocity and forecast - see section 3]

---

## 🚧 Blocker Analysis

[Active blockers and risks - see section 4]

---

## 👥 Work Distribution

[Team capacity and load - see section 5]

---

## 📅 Sprint Breakdown

### Sprint <X-2> (Completed)

- Completed: <issues>
- Velocity: <rate>
- Key achievements: <highlights>

### Sprint <X-1> (Completed)

- Completed: <issues>
- Velocity: <rate>
- Key achievements: <highlights>

### Sprint <X> (Current)

- In Progress: <issues>
- Planned: <issues>
- At Risk: <issues>
- Blockers: <count>

### Sprint <X+1> (Upcoming)

- Planned: <issues>
- Dependencies: <issues that must complete first>

---

## 🎯 Sprint Goal Alignment

### Sprint <X> Goal: <goal-description>

**Epic Contribution**: <how this epic aligns>
**Issues Toward Goal**: #<n1>, #<n2>, #<n3>
**Progress**: <percentage>% (<on-track / at-risk>)

---

## 🔍 Detailed Issue List

### ✅ Completed (<count>)

- [x] #<number>: <title> (<completed-date>)
- [x] #<number>: <title> (<completed-date>)

### 🔄 In Progress (<count>)

- [ ] #<number>: <title> (Assignee: <name>, Status: <status>)
- [ ] #<number>: <title> (Assignee: <name>, Status: <status>)

### 🚫 Blocked (<count>)

- [ ] #<number>: <title> (Blocker: <reason>, Duration: <days>)
- [ ] #<number>: <title> (Blocker: <reason>, Duration: <days>)

### 📋 Not Started (<count>)

- [ ] #<number>: <title> (Priority: <P0/P1/P2>)
- [ ] #<number>: <title> (Priority: <P0/P1/P2>)

---

## 💡 Recommendations

### Immediate Actions (This Sprint)

1. <Specific action to unblock work>
2. <Specific action to improve velocity>

### Short-Term (Next 1-2 Sprints)

1. <Strategic recommendation>
2. <Process improvement>

### Long-Term (Epic Completion)

1. <Lessons learned to apply>
2. <Follow-up work needed>

Quality Checks

Before sharing the dashboard:

  • ✅ All percentages add up correctly (completed + open = 100%)
  • ✅ Forecast is based on actual velocity, not wishful thinking
  • ✅ Blockers are specific with clear ownership
  • ✅ Risk assessment reflects reality (not always "green")
  • ✅ Executive summary is <2 minutes to read
  • ✅ Recommendations are actionable (not vague)

Integration Points

This prompt works well with:

  • Sprint planning: Understand epic progress before planning next sprint
  • Status reports: Share with leadership weekly or bi-weekly
  • Standup discussions: Reference epic context during standups
  • Retrospectives: Analyze what's working/not working on large initiatives
  • Roadmap planning: Forecast completion dates for roadmap commitments

Example Usage Scenarios

Scenario 1: Weekly Status Update

# Generate dashboard every Monday morning
gh issue list --repo myorg/app --label "epic-authentication" --state all
# Feed to this prompt: "Generate epic dashboard for authentication epic"
# Share in weekly status email to stakeholders

Scenario 2: Sprint Planning Input

# Before sprint planning, check epic progress
gh issue list --milestone "Epic: User Auth" --state all
# Feed to this prompt: "Show epic progress and recommend sprint priorities"
# Use to inform what to pull into next sprint

Scenario 3: Risk Assessment for Leadership

# Executive asks: "Are we on track for Q2 authentication release?"
gh issue list --label "epic-authentication" --state all
# Feed to this prompt: "Generate executive summary focusing on risks and forecast"
# Present health score and forecast completion date

Success Criteria

The dashboard is effective if:

  1. Stakeholders can assess epic health in <3 minutes
  2. Blockers are unblocked within 1 sprint of identification
  3. Forecast accuracy improves sprint-over-sprint
  4. Team can connect daily work to epic goals
  5. Leadership has confidence in delivery commitments

Automation Opportunities

Consider automating dashboard generation:

# GitHub Action example
name: Epic Dashboard
on:
  schedule:
    - cron: '0 14 * * 1' # Every Monday 9 AM EST
jobs:
  dashboard:
    runs-on: ubuntu-latest
    steps:
      - name: Generate dashboard
        run: |
          # Collect epic data
          # Run through Claude API with this prompt
          # Post as GitHub Discussion or Wiki page
          # Notify stakeholders via Slack

Related Prompts

  • burndown-forecast: Deep-dive into velocity trends and forecasting
  • velocity-analysis: Analyze team velocity patterns over time
  • dependency-analysis: Map critical path and dependency chains
  • sprint-planning-assistant: Use epic context for sprint planning
  • retrospective-insights: Review epic delivery for lessons learned

Related Assets

Burndown Forecast & Completion Prediction

experimental

Generate burndown charts and forecast completion dates for sprints and epics based on current velocity, scope changes, and historical trends.

claude
codex
vscode
agile
progress-tracking
burndown
forecasting
metrics

Owner: community

Velocity Analysis & Trends

experimental

Analyze team velocity over time to identify trends, seasonal patterns, and capacity changes for more accurate sprint planning and forecasting.

claude
codex
vscode
agile
progress-tracking
velocity
metrics
forecasting

Owner: community

Label Taxonomy Audit

experimental

Audit GitHub label usage across repositories to identify inconsistencies, redundancies, and missing labels, then recommend a standardized taxonomy.

claude
codex
vscode
agile
issue-management
labels
taxonomy
github

Owner: community

Team Capacity Planning

experimental

Calculate team capacity for upcoming sprints accounting for PTO, holidays, meetings, and other non-development time to enable realistic sprint commitments.

claude
codex
vscode
agile
progress-tracking
capacity-planning
sprint-planning
resource-management

Owner: community

Backlog Refinement Assistant

active

Facilitates backlog grooming sessions by analyzing issues for readiness, suggesting improvements to acceptance criteria, estimating complexity, and identifying dependencies before sprint planning.

claude
codex
vscode
agile
sprint-ceremonies
backlog-grooming
sprint-planning
github
+1

Owner: thudak_uhg

Daily Standup Preparation

active

Comprehensive standup preparation assistant that aggregates blockers, PR status, issue progress, and team updates into a concise, actionable format for daily standup meetings.

claude
codex
vscode
agile
sprint-ceremonies
standup
scrum
github
+1

Owner: thudak_uhg