Workflow Productivity Monitor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Workflow Productivity Monitor

The Workflow Productivity Monitor card allows you to view the big picture of workflow status across your firm at whichever level you choose to filter. The results chart displays the number of workflows in each category and the average times associated with them. To be included in the card, the Workflow must exist on a Record with a classification of Client and an assigned Advisor 1.

The following filters and controls are available:

Status

Choose to view Completed, Pending, Past Due.

Filter by Type, Category, Assignees, Service Level, Workflow Name, Record Type or Priority

Click the Type, Category, Assignees, Service Level, Workflow Name, Record Typeor Priority drop-down in the upper right to filter the Workflows you are viewing.

• Remove filters by clicking remove by the item name.
• Remove all currently selected filters in a category by clicking in the bottom right.
• Add filters by clicking and selecting the items to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Drill Down

Click any bar of the graph to open a pop-up modal for the Workflows in the selected range.

Click on any Action in the listed Workflows to be taken directly to the Action.