Analyze Performance of Templates

Templates are most often used to outline and define the structure of repeatable processes. As templates are used to create new projects, it is important to track whether the defined templated process is efficient. But how do you know if a template that you are using is efficient? Metrics are key when determining the success of a template and TaskRay will keep track of and surface some of the most vital metrics, allowing you to make informed decisions for optimizing your templated process.

Template Performance View

In the Template Performance View, you can select a template and view some of the key summary metrics, such as template targets and averages. You can read all about this view and the information that it surfaces in the Template Performance View support article.

Salesforce Reports

You can also create custom Salesforce reports to get insight into how your templates are performing. The TaskRay Project, TaskRay Task Group, and TaskRay Task objects contain a set of fields that can be used to build meaningful reports.

For example, all three objects contain the Estimated Duration field (calculates the number of days that is estimated to complete the project/task group/task) and the Actual Duration field (calculates the number of days that it actually took to complete the project/task group/task). Using these two fields, you can compare the set estimates for completing the project/task group/task against how long it actually took to complete.

In addition, TaskRay comes with a set of pre-built reports that you can find in the Reports section of Salesforce. These reports can be used as starting points for creating meaningful reports that are unique to your organization. You can read more about the provided TaskRay reports in this article.