Purpose
The purpose of this KPI is to provide a real-time snapshot of all client-related work that is overdue. All subtasks included in this report have a due date before the current day.
Visualization Type | KPI |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Includes Subtasks due before current day
Excludes Completed subtasks |
Need-to-Know Glossary of Terms
Subtask Count - Number of Subtasks.
Subtask Status - Current state of a subtask within a workflow (e.g., not started, in progress, with client, completed, etc.).
Subtasks Due Date - Due date of a subtask.
Report Structure Overview
Subtask Status Filter - Filtered out 'completed' subtasks.
Subtask Due Date Filter - Rolling date filter to include subtasks due before current day.
Subtask Count - Number of overdue subtasks.
Suggested Modifications: You can add a conditional formatting rule to change the color of the KPI number to GREEN when overdue subtasks are under a set number and RED when overdue subtasks are over a set number.
Primary Use Case Scenario
An admin logs into the dashboard each morning to review the number of overdue subtasks. They can start drilling down to further investigate why they are overdue.
Actionable Insights
Admins can keep an eye on overdue subtasks and can take action if they notice any patterns with specific team members or subtasks. This can provide an opportunity to improve processes or balance workloads more equally.