Deal Task Metrics report

The Deal Task Metrics Report is available on the following plans:

  • Plus
  • Professional
  • Enterprise

The Deal Task Metrics Report lets Sales Managers track the overall progress of their team's deal task output and report on their performance.

This report will let you identify how many tasks were assigned, overdue, or completed for your sales reps. The report will also display total deals, deals with overdue tasks, deals with no tasks, and how many deals are associated with each sales rep. 

Contact tasks are not included in this report. 

Account users assigned to the Admin group and/or who have permission to view Deals reports will be able to access this report. Click here to learn more about user permissions.

Accessing the Deal Task Metrics Report

To access the Task Metrics Report:

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

The Task Metrics Report will load and display the activity for tasks and deals over the last seven days.

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Filtering the Deal Task Metrics Report

The top of the Report includes four different options that you can use to filter your data. You can use one filter or multiple filters to customize your view.

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The filters are:

  • Pipeline
    You can use the pipeline dropdown to view task metrics by all pipelines or a specific pipeline.
  • Task Type
    You can use the task type dropdown to view task metrics by the following task types: call, email, lunch, meeting, appointment, as well as customized task types you've created.
  • Task owner
    You can use the task owners dropdown to view task metrics for all task owners or an individual task owner. 
  • Task created
    You can use the date dropdown to view task metrics for the following: today, last 7 days, last 30 days, last 90 days, or set a custom date range.

Under the filters is the statistics dashboard. The values displayed here depend on the filters selected at the top of the report.  

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The six statistics include:

  • Tasks overdue
    Number of tasks marked as "Open" past their due dates.
  • Tasks open
    Number of tasks not marked as complete. This will also include tasks that are overdue. 
  • Tasks completed
    Number of tasks that have been marked as complete by your sales reps. 
  • Deals
    Number of deals (open, won, or lost) that have associated tasks (open or complete). 
  • Deals with overdue tasks
    Number of deals (open, won, or lost) with tasks marked as "Open" past their due dates. 
  • Deals with no tasks
    Number of deals (open, won, or lost) that do not have any associated tasks.

Task Owners table

The Task Owners table is located at the bottom left of the report. The values displayed here depend on the filters selected at the top of the report.  

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The table will list individual task owners and their metrics. The metrics included for each owner are:

  • Tasks Overdue
  • Tasks Open
  • Tasks Completed 

Note that you can click the column headers to sort the information in the table in either ascending or descending order. 

Deal Owners table

The Deal Owners table is located on the bottom right of the report. The values displayed here depend on the filters selected at the top of the report.  

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The table will list individual deal owners and their metrics. The metrics included for each deal owner are:

  • Deals
  • Deals with Overdue Tasks
  • Deals with no Tasks

Note that you can click the column headers to sort the information in the table in either ascending or descending order.

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