The Task Overview report provides valuable insights into contact and deal tasks, helping identify Task Owners who may need additional coaching to complete tasks and close deals effectively.

Account admins and users with Deal Reports access can view this report. Check user permissions for more details. The report is interactive, allowing you to hover over and click on items for detailed information and data downloads.

There are two ways to access 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:

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:

Additionally, there will be specific filters available for Contact and Deal tasks:

"Related to" Contact:

"Related to" Deal:

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.

The report loads and displays data for deal and contact tasks created within the last 14 days. This includes various sections and filters.

After the filters, you will see key performance indicators (KPIs) that show important information about your tasks. These KPIs include:

These numbers give you insights into how many tasks have been completed and if they were done on time.

After the KPIs, there is a Task Summary graph that gives you more information about your team's performance during a specific time period. The graph shows data on different types of tasks, such as tasks opened, tasks completed, tasks due, tasks overdue, tasks completed late, and tasks completed on time.

If you hover over the data points, you can see more details. Clicking any data point displays a table with more details that you can download into a CSV file.

Next, you will see Task Summary charts that provide a visual breakdown of tasks over time. These charts show information about the status of tasks, the types of tasks, the outcomes of tasks, and the sentiment associated with tasks.

These charts include:

If you hover over the data points on the charts, you can get more details. Clicking any data point displays a table with more details that you can download into a CSV file.

This graph shows the sentiments of tasks categorized as Positive, Negative, and Neutral, based on the Task Owner.

You can hover over the data points to get more information about each point. Clicking any data point displays a table with more details that you can download into a CSV file.

This table shows the Task Outcome by Rep graph in a tabular format. It displays the number and percentage of each task sentiment based on the Task Owner.

You can hover over the sentiment totals to get additional details. Click the vertical ellipsis to download all the data in the table to a CSV file.

The last table shows the Task Owners along with the number of tasks for each sentiment and the total number of tasks. Each number is accompanied by a percentage that represents its share of the total tasks.

If you hover over the sentiment totals, you can get more details. Click the vertical ellipsis to download all the data in the table to a CSV file.