Performance Dashboard

Each team member should be accountable to performance based on the deadlines set, tasks achieved and specific activities based on the OKR or KPI model. Can you establish a way for the owner to capture key figures in a dashboard? e.g. progress % of a task based on assigned % weightage of the subtasks completed; total number of outbound calls by sales; total task workload per member; % completion based on total number of meetings in the year for client X.

Yes, you can utilize Custom Charts Feature combined with Advanced Analytics to achieve the view you are looking for.

Please checkout these links:

  1. Advanced Search

  2. Custom Charts