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