Purpose
To monitor the total number of open (incomplete) tasks scheduled to be due within the next 30 days, helping managers proactively manage deadlines, team workload, and client deliverables.
Visualization Type | KPI |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity & Workflow |
| Includes |
Need-to-know Glossary of Terms
Task Count - Number of tasks.
Task Due Date - Date a task is due.
Task Status - Designation that indicates the current state of a task (e.g. in progress, with client, completed).
Report Structure Overview
Task Status filter - Filtering out completed tasks
Task Due Date filter - Displaying the next 30 days
KPI Value - Task Count
Tips & Tricks
Want to adjust the date filter to see more or less than the next 30 days? Click the Task Due Date filter bubble at the top of the report. There are two filter options, a Rolling Date and a Fixed Date filter. Select your date range and press Apply.
Primary Use Case Scenario
An Operations Manager reviews this report weekly to identify upcoming workload and potential task bottlenecks.
Actionable Insights
A real-time snapshot of how many tasks are approaching due status within the next month and early detection of workload spikes that may require reallocation or deadline adjustments.