The Task Analysis dashboard provides a comprehensive overview of task performance and management. This dashboard features several key visualizations and data points that assist organizations in monitoring and optimizing their workflows.
Note: The data refresh process for BI analytics will occur every 5 hours.
Requirements
The user Profile must have access to Marketing Analytics.
Important: Please click here for guidance on obtaining access to Kipu BI reporting.
Accessing BI Report
- Navigate to Analytics > Kipu BI > Task Analysis.
Filter Controls
For a complete breakdown of the available filters present on this dashboard, please see below.
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- Created By: The user who created the task.
- Requested By: The individual that was assigned to the task.
- Status: The current state of the task. Options: Null, Cancelled, Completed, In Process, Incomplete, New, or Rejected.
- Created Date: The date the task was created.
- Due Date: The deadline by which the task should be completed.
- Completed Date: The date when the task was completed.
- Task Type: The category or nature of the task (Individual or Group).
- Facility: The specific facility associated with the task.
- Tag: Filter reporting based on the tag applied to the task.
- Timezone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.
Visualizations
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Task by Status: Provides a breakdown of tasks by the percentage in each given status, offering insight into the distribution of task progress.
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Close Rate: Calculates and presents the close rate, offering a percentage-based metric to evaluate the efficiency and effectiveness of task completion based on the assigned users.
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Task Tags: Enables filtering and analysis of tasks based on the tags applied, providing a detailed view of task categorization and the ability to generate reports based on specific tags.
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Details: This table provides a detailed breakdown of all task-related data corresponding to the filters set on the dashboard.