Purpose
To monitor overall progress on client work by showing what percentage of assigned subtasks have been completed.
Visualization Type | KPI |
Liveboard | Subtask Dashboard |
Function | Workflows |
Need-to-Know Glossary of Terms
Percentage Complete Formula - Formula that divides completed subtasks by overall number of subtasks.
count_if(Subtask Status = 'completed', Subtask ID) / Subtask Count
Report Structure Overview
Percentage Complete - Percentage of completed subtasks compared to all subtasks.
Suggested Modifications: Prefer to see a whole percentage number? Navigate to the Configuration panel and update the decimal spaces from 2 to 0. This will round up the percentage and present a whole number.
Primary Use Case Scenario
An admin wants to provide the partners with the percentage of how much work is being completed compared to number of open subtasks. This allows for better insight into team member productivity.
Actionable Insights
Gauge progress across your firm to ensure deadlines are being met. This KPI provides quick, high-level visibility into operational progress, enabling you to take proactive steps to stay on schedule and maintain service quality.