With our latest enhancement, you can now track tasks within the Deal Activity Effort section, providing deeper insights into task-related activities for deals. This enhancement will help agencies monitor task completion rates, identify bottlenecks, and better workflow efficiency.
Use Case: Gain real-time visibility into task activities within deals, helping agencies track completion rates, identify bottlenecks, and streamline workflows for improved efficiency.
To View the Enhancement:
Suppose a new task is added within the pipeline:
- Navigate to the Pipeline Module.
- Next, click on three dots.
- From the drop-down, select ‘Deal Charts.’
- Next, scroll down to ‘Deal Activities Effort’ and click on Task.
- Once you click on Task, a graph will appear, displaying task-related data as shown in the image above. Click on it 👆.
- A minimized panel will be displayed, showing the details of all recently added task activities, as seen in the image above.
- These task details will also be included in the detailed report as well.
