The Process report shows how well team members are executing Cadence steps and adhering to processes. 

Access the Process Analytics Report by clicking on the Team Productivity tab within the Analytics drop down and then click Process.

In this article, you will learn about Process Analytics, including:

• Key Components of Process Analytics
• Additional Resources

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Key Components of Process Analytics

Let’s walk through the components of Process Analytics

The Task Process Panel

The Task process panel contains the following details from the top of the panel working our way down:

• Panel Name: Task process
• Primary Metric: Tasks completed
• Primary Metric Chart: Below the Total Completed Steps, the chart shows the visual representation of the primary metric. 
• Secondary Metrics:
  • Skipped steps %
  • % On-time tasks
  • Tasks deleted
• Period Comparison based on date selection: To the right of the metrics, you will see a small percentage in either green or red. This will show how your numbers have increased or decreased over time.

Figure 1: Example: Task process panel 

 

The Team Performance Panel

The Team performance panel contains the following details from the top of the panel working our way down:

• Panel Name: Team performance
• Primary Metric: People contacted
• Primary Metric Chart: Below the Total Completed Steps, the chart shows the visual representation of the primary metric. 
• Secondary Metrics:
  • People added
  • Avg. people contacted per day
  • Hot leads
• Period Comparison based on date selection: To the right of the metrics, you will see a small percentage in either green or red. This will show how your numbers have increased or decreased over time.

Figure 2: Example: Team performance panel 

Process Report Metrics

The Process report shows a table view of your user’s Cadence activities. 

The first row of the report contains the total metrics based on your filter settings.

Figure 3: Example: Process Report table top row

Each process metric is visible in its own column. Since there are so many available column metrics, some column options are "hidden" by default. You can customize the columns to edit which columns are visible.

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Additional Resources

To learn more about Process Analytics, check out:

• Metrics Glossary
• Create Custom Reports
• Filter Salesloft Page Views