The Task Overview report provides quick insight into contact and deal tasks. You will be able to find Task Owners that may need additional coaching when it comes to completing tasks and closing business.
Take note
- Account admins and other user groups who have permission to view Deal Reports can access the 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 Task Overview report
There are two ways access the Task Overview report:
- Click "Reports" located in the left menu.
- Click "Deals."
- Click "Task Overview."
Or
- Click "Deals" located in the left menu.
- Under "Reports," click "Task Overview."
The report will load and display data for deal and contact 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 Task Overview report
Located at the top of the report are several options that you can use to filter your data. Use one filter or multiple filters to customize your view.
To start, choose from the following in the “Related to” drop down to choose the type of task:
- Any
- Contact
- Deal
Once you choose the “Related to” Task, the filters will reflect the options for that task. The following filters will be available for all tasks:
- Task Types
- Task Outcome
- User Groups
- Task Owner
- Task Created
- Task Due
- Task Completed
Additionally, there will be specific filters available for Contact and Deal tasks:
"Related to" Contact:
- Contact
- Contact Task
"Related to" Deal:
- Deal
- Deal Task
- Pipeline
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 that are not complete and the due date is greater than the current date. - Open Tasks with a percentage
The number of tasks not marked as complete and the due date is less than or equal to the current date.
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
Broken down by each task outcome in your account. - Task sentiment
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
This graph displays Positive, Negative, and Neutral task sentiments by Task Owner.
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
This is a table version of the Task Outcome by Rep graph. This displays both the number and percentage for each task sentiment by Task Owner.
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
This table lists individual 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.