Deal Task Overview report

Available on the following plans:

  • Plus
  • Professional
  • Enterprise

The Deal Task Overview report provides sales managers quick insight into which sales representatives need additional coaching when it comes to completing tasks and closing deals.

Take note

  • Account admins and other user groups who have permission to view Deal Reports can access the Deal Task Overview report.  Learn more about user permissions
  • This report is interactive. To interact with different areas of the report, hover your mouse over them and click the item. A secondary layer of information will appear where you can view details and download the information

Accessing the Deal Task Overview report

  1. Click "Reports" located in the left menu.
  2. Click "Deal Reports." 
  3. Click "Task Overview."

The report will load and display data for deal tasks created within the last 14 days. This includes:

  • Report filters
  • Task totals by status with percentages
  • Task summary over time graph
  • Task summary charts
  • Task Outcome by Rep graph
  • Task Outcome Sentiment by Rep table
  • Rep Task Outcome Details table

Filtering the Deal Task Overview report

Located at the top of the report are 10 different options that you can use to filter your data. Use one filter or multiple filters to customize your view.

The filters are:

  • Deal
  • Deal Task
  • Pipeline
  • Task Type
  • Task Outcome
  • Task Owner
  • User Group
  • Task Created
  • Task Due
  • Task Completed

Each filter is set to "All" by default, and the Task Created filter is set to 14 days by default. 

If you wish to filter by more specific data or use a different time period, use the dropdown fields and select your preferred options.

Top key performance indicators (KPIs)

Under the filters are the top key performance indicators, or KPIs. These KPIs show task totals accompanied by percentages. The numbers displayed here depend on the parameters you set in the filters located at the top of the report.

The KPIs include:

  • Total Tasks
    All tasks within the time period you set. Include tasks with the following statuses: Completed, Overdue, and Open.
  • Completed Tasks with a percentage 
    The number of tasks marked as "Complete"; Percentage is the number of completed tasks to the number of total tasks.
  • Overdue Tasks with a percentage
    The number of tasks marked as "Open" past their due date. The percentage is the number of overdue tasks to the number of total tasks.
  • Open Tasks with a percentage
    The number of tasks not marked as complete. This will also include overdue tasks. The percentage is the number of open tasks to the number of total tasks.

Task Summary graph

Located under the KPIs is the Task Summary graph. This line graph provides an additional layer of insight into your team's performance over a period of time you set.

Each line in the graph represents a different KPI. These KPIs include:

  • Tasks opened
  • Tasks completed
  • Tasks due
  • Tasks overdue
  • Tasks completed late
  • Tasks completed on time

Hover your mouse over any data point to view more information. Clicking any data point displays a table with more details that you can download into a CSV file.

Task Summary charts

Next on the page are task summary charts. These donut charts provide an additional visual for you to see how tasks are broken down over time.

These charts include:

  • Task status
    Broken down by task status - Open, Completed, and Overdue.
  • Task types
    Broken down by each task type in your account. Includes standard task types and custom task types.
  • Task outcomes (feature coming soon)
    Broken down by each task outcome in your account.
  • Task sentiment (feature coming soon)
    Broken down by the following task sentiments: Positive, Negative, or Neutral. Task sentiment is tied to each task outcome.

Hover your mouse over any data point in these charts to view more information. Clicking any data point displays a table with more details that you can download into a CSV file.

Task Outcome by Rep graph

Feature coming soon

This graph displays Positive, Negative, and Neutral task sentiments by Sales Representative.

Hover your mouse over any data point in these charts to view more information. Clicking any data point displays a table with more details that you can download into a CSV file.

Task Outcome Sentiment by Rep table

Feature coming soon

This is a table version of the Task Outcome by Rep graph. This displays both the number and percentage for each task sentiment by Sales Representatives.  

Hover your mouse over any sentiment total to view more details. Click the vertical ellipsis to download all the data in the table to a CSV file.

Rep Task Outcome Details table

Feature coming soon

This table lists individual Sales Representatives, or Task Owners, along with the number of tasks in each sentiment and total tasks. Each number is accompanied by a percentage of the total tasks.

Hover your mouse over any sentiment total to view more details. Click the vertical ellipsis to download all the data in the table to a CSV file.

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