SEI-13763 Update View Insights Documentation + Add Screenshots

docs/software-engineering-insights/harness-sei/setup-sei/view-insights/granular-insights.md

@@ -12,58 +12,80 @@ import TabItem from '@theme/TabItem';
 
 ## Overview
 
-To get more granular insights on [Efficiency](../../analytics-and-reporting/efficiency), [Productivity](../../analytics-and-reporting/productivity), and [Business Alignment](../../analytics-and-reporting/business-alignment), you can drill down into specific [teams](../setup-teams) within an [Org Tree](../setup-org-tree) and apply team-specific settings.
+Once you've set up integrations, created profiles, uploaded your developer records, and created an Org Tree, you can view  high-level insights on [Efficiency](../../analytics-and-reporting/efficiency), [Productivity](../../analytics-and-reporting/productivity), and [Business Alignment](../../analytics-and-reporting/business-alignment). To get more granular insights, drill down into specific [teams](../setup-teams) within an [Org Tree](../setup-org-tree) and apply team-specific settings.
 
 ## Viewing insights for a specific team after applying team settings
 
 To view insights for a specific team after applying team settings:
 
-1. From the left-hand navigation pane, click on **Insights**.
-1. In the left-hand panel, expand the Org Tree (e.g., "SEI org tree v7 July") to reveal the individual teams.
-1. Click on the specific team (e.g., "Noah Lewis," "Ava Patel") for which you want to view insights.
-1. Configure [Team Settings](../setup-teams) (if not already done):
+1. From the left-hand navigation pane, click **Insights**.
+1. In the left-hand panel, expand the Org Tree you want to view insights for.
+   
+   ![](../../static/insights-1.png)
 
-   - To adjust settings for a team, go to **Teams** from the left navigation.
-   - Click the **Edit** icon next to the desired team.
+1. Click on a specific team and click **View Breakdown**.
+
+   ![](../../static/granular-insights-1.png)
+
+1. Configure [Team Settings](../setup-teams) (if not already done) by navigating to **Teams** in the left-hand navigation or clicking on the **Team Settings** icon next in an Org Tree.
+
+   ![](../../static/granular-insights-2.png)
 
      <Tabs queryString="config-tab">
-     <TabItem value="integrations" label="Integrations Tab">
+     <TabItem value="team" label="Details">
+
+     Edit the team name on the **Details** tab and click **Save Team Details**.
 
-     Select specific integrations for this team (e.g., _"Jira_For_Temporal"_, _"HarnessCD-prod-engopps/audit"_).
+     ![](../../static/granular-insights-3.png)
 
      </TabItem>
+     <TabItem value="integrations" label="Integrations">
+
+     Select available integrations for this team on the **Integrations** tab and click **Save Integrations**.
 
-     <TabItem value="issues" label="Issue Management Tab">
+     ![](../../static/granular-insights-4.png)
 
-     Define criteria for the following:
+     </TabItem>
 
-         - **Production incidents or failures**: Add conditions based on project, labels, etc.
-         - **Features**: Add conditions based on issue type, status, etc.
-         - **Bugs**: Add conditions based on issue type, status, etc.
+     <TabItem value="issues" label="Issue Management">
+
+     Create a filter set by adding conditions to define criteria for your team's issue management system on the **Projects** tab.
 
-     </TabItem>
+     ![](../../static/granular-insights-5.png)
 
-     <TabItem value="scm" label="Source Code Management Tab">
+     Create a filter set to track production failures and incidents on the **Product Incidents** tab.
 
-     Define the following:
+     ![](../../static/granular-insights-6.png)
 
-         - **Repositories**: Select which repositories are part of this team's work.
-         - **PR labels for incidents/hotfix-related merges**: Add conditions based on target branch or source branch.
+     Create a filter set to define investment categories on the **Business Alignment** tab. 
+
+     ![](../../static/granular-insights-7.png)
+
+     Once you've configured these filter sets, click **Save IM Settings**.
 
      </TabItem>
 
-     <TabItem value="cd" label="CD Pipelines Tab">
+     <TabItem value="scm" label="Source Code Management">
+
+     Create a filter set to define the branches used for production deployments (for example, `main`, `develop`, or `release`) on the **Source Code Management** tab.
+
+     ![](../../static/granular-insights-8.png)
+
+     Once you've set the target branch, click **Save SCM Settings**.
+
+     </TabItem>
 
-     Define the following:
+     <TabItem value="cd" label="CD Pipelines">
+
+     Create filter sets to include relevant pipelines or services, define successful deployments (for example, `Status Equals Success`), and identify production failures (for example, `Rollback Equals True`) on the **CD Pipelines** tab.
 
-         - **Successful deployment**: Select pipelines and criteria.
-         - **Production failure**: Select pipelines and criteria.
+     ![](../../static/granular-insights-9.png)
+
+     Once you've configured these filter sets, click **Save CD Settings**.
 
      </TabItem>
      </Tabs>
 
-1. Click **Save Team Details** or **Save IM Settings** / **Save SCM Settings** / **Save CD Settings** as applicable for each tab.
-
-After configuring team settings, the **Insights** dashboard will refresh to show data specific to the selected team, reflecting the applied configurations. You can explore the DORA metrics for that team.
+After applying team settings, the Insights page will refresh to show data for the selected team, reflecting your configurations. You can then explore that team's DORA metrics.
 
 For more information on sharing insights surfaced by Harness SEI, see [Exporting SEI 2.0 Insights](../../analytics-and-reporting/export).

docs/software-engineering-insights/harness-sei/setup-sei/view-insights/insights.md

@@ -9,16 +9,25 @@ redirect_from:
 
 ## Overview
 
-Once an [Org Tree](../setup-org-tree) is set up, you can view high-level insights such as [Efficiency](../../analytics-and-reporting/efficiency), [Productivity](../../analytics-and-reporting/productivity), and [Business Alignment](../../analytics-and-reporting/business-alignment) for the entire organization.
+Once you've set up integrations, created profiles, uploaded your developer records, and created an [Org Tree](../setup-org-tree), you can view high-level insights such as [Efficiency](../../analytics-and-reporting/efficiency), [Productivity](../../analytics-and-reporting/productivity), and [Business Alignment](../../analytics-and-reporting/business-alignment) for the entire organization.
 
 ## Viewing insights at the organization tree level
 
 To view insights at the organization tree level:
 
-1. From the left-hand navigation pane, click on **Insights**.
-1. From the dropdown menu (e.g., "SEI org tree v7 July"), select the Org Tree you want to view insights for.
-1. Review the DORA metrics displayed, such as "Lead Time for Changes," "Deployment Frequency," "Change Failure Rate," and "Mean Time to Restore".
+1. From the left-hand navigation pane, click **Insights**.
+1. From the dropdown menu, select the Org Tree you want to view insights for.
+
+   ![](../../static/insights-1.png)
 
-You can interact with the graphs to see breakdowns by stages (Planning, Coding, Review, Build, or Deployment).
+1. Review the DORA metrics displayed, such as `Lead Time for Changes`, `Deployment Frequency`, `Change Failure Rate`, and `Mean Time to Restore`.
+
+You can interact with the graphs to see breakdowns by stages (`Planning`, `Coding`, `Review`, `Build`, or `Deployment`) or by team.
+
+![](../../static/insights-2.png)
+
+If your organization uses multiple Org Trees, you can switch between them to view insights by selecting a different Org Tree above the **Efficiency**, **Productivity**, and **Business Alignment** tabs.
+
+![](../../static/insights-3.png)
 
 For more information on sharing insights surfaced by Harness SEI, see [Exporting SEI 2.0 Insights](../../analytics-and-reporting/export).