Purpose
To track and compare the number of subtasks completed each month across multiple years in order to assess growth, identify seasonal patterns, and evaluate the firm's performance over time.
Visualization Type | Line Chart |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Includes Subtask Completion Rolling Date Filter: Previous 1600 days (~4.3 years) Subtask ID = {Null} |
Need-to-Know Glossary of Terms
Subtask ID - ID assigned to a subtask, every subtask has unique ID. This can be used to separate subtasks that may have the exact same name in Canopy.
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.).
Subtask Completion Date - Date a subtask has a status change of completed.
Report Structure Overview
Subtask Completion Date Filter - Filters previous 1600 days (~4.3 years)
Subtask ID Filter - Filtering out subtasks with no or {Null} ID
Y-Axis - Subtask Count
X-Axis - Subtask Completion Date monthly
Legend - Year over Year segmented by color
Suggested Modifications: Want to see the subtask count labels?
Navigate to the Configure panel on the right hand side.
Select Subtask Count.
Click the checkbox next to Data labels.
Primary Use Case Scenario
A managing partner reviews this report during quarterly strategic planning to compare how the firm is performing this year versus previous years. This helps determine if operational changes, new hires, or shifts in service demand have had an impact on subtask completion rates.
Actionable Insights
Identify year-over-year growth in completed subtasks to measure performance improvements.