Filters

The Tasks and Overdue Analysis dashboard supports the following filter slicers on both pages:

• Date Due range (defaults to the past 12 months)

• Business Unit

• Region

• Facility

• Domain

• Source

Source values include Profiler, Auditor, Scout (broken out by Report Type), or Tracer direct or imported. Domain refers to the regulatory area assigned to the task by its source product. (In this case it is just the top-level regulatory grouping — for example Air Quality > Operating Permits.)

For general guidance on using filters, see Filtering Dashboards in Dakota Insights.

Page 1: Organization-wide view

The Summary page gives you the executive summary: four KPI tiles, two status pies, and a set of breakdowns by Source, Priority, Month, Responsible Person, Type, and Module.

Top-line KPIs

Each of the four KPI tiles displays a current value and a trend arrow that compares it to the same period one year ago.

Tasks and Corrective Actions Overdue Analysis Top-line KPIs

• Open Overdue. The current number of open tasks whose Date Due has passed. A rising count signals growing backlog.

• % Open Overdue. The share of all open tasks that are overdue. Use this alongside the count to see whether the backlog is growing in absolute terms, relative terms, or both.

• Completed On Time. The count of tasks completed on or before their Date Due within the selected period. A useful volume indicator for execution capacity.

• % Completed On Time. The share of completed tasks that finished on or before the Date Due. The primary measure of task quality and discipline.

Note: On the Open Overdue tiles, an up-arrow appears in red and a down-arrow appears in green. The On-Time tiles are reversed — green for up, red for down — so the color always means "good" or "bad," regardless of whether the underlying metric is meant to grow or shrink.

Open and Completed task management

Two pie charts sit side-by-side to give you a quick read on the health of both halves of your workload.

• Open Task Management. Slices show how open tasks are distributed across on-time and overdue, with overdue further split by lateness: <30 Days, 30–59 Days, and ≥60 Days.

• Completed Task Management. The same breakdown for completed tasks, showing how much of the completed volume finished on time versus how late the late ones were.

Use these two charts together to spot organizations that are completing tasks but consistently late, or that have a healthy on-time rate but a swelling overdue pile.

Breakdowns by Source, Priority, Month, and Module

Four stacked charts let you see where on-time and overdue work concentrates across different cuts of the data.

• Tasks by Source and Status. A stacked bar showing each task source (Profiler, Auditor, Scout, etc.) broken down by status. Because Profiler is the only source for recurring compliance tasks, most organizations will see Profiler dominate the totals. A high open-and-overdue stack on Auditor or Scout typically points to slow follow-through on audit findings or incident corrective actions.

• Tasks by Priority and Completion Performance. A stacked bar by Priority, with each stack split by completion status. Use it to confirm that your highest-priority items are getting the attention they need.

• Tasks by Month and Completion Performance. A stacked column by month over the past 12 months, with each column split by completion status. Watch for seasonal patterns or post-audit spikes.

• Task Completion Performance by Module. A stacked bar grouped by Module. Tasks originating from Auditor or Profiler automatically carry a Module assignment.
  

Where overdue work is concentrated

Two charts highlight where overdue work is piling up.

• Top 10 Overdue Tasks by Responsible Person. A horizontal bar chart listing the ten people currently responsible for the most open overdue tasks. Use it to see who needs help, redistributed work, or coaching.

• Overdue Tasks by Type. A horizontal bar chart showing the Types with the most open overdue tasks. Useful for spotting whether a particular kind of work — inspections, reports, training items — is consistently slipping.

Page 2: Facility deep dive

Page 2 takes the same task data and slices everything by Facility, so you can see which sites carry the most work, where it's coming from, and how it's being prioritized.

Note: On all Page 2 charts, facilities are sorted in descending order by task count (Pareto). For organizations with more than about 40 facilities, the chart area may be crowded; use Business Unit or other filters to focus on a subset.

Per-facility breakdowns

• Task Completion Performance by Facility. A stacked bar per facility showing Closed On Time, Closed Past Due, Open Pending, and Open Overdue. Use it to size interventions — a facility with 200 overdue items needs a different response than one with 20.

• Task Source by Facility. A stacked bar per facility showing where tasks originate. Profiler tasks are colored grey on this chart so that other sources stand out at each facility — making it easy to see which sites have a meaningful volume of audit or incident corrective actions.

• Task Priority by Facility. A stacked column per facility showing the Priority distribution at each site. Use it to see how consistently your facilities are applying Priority values.

Per-facility tables

• Open Task Statistics. A row per facility showing the status distribution of open tasks. Includes both absolute counts and percentages, because counts tell you the size of the problem and percentages tell you the rate. If you have more than about 30 facilities, export the full table to view all rows.

• Completed Task Statistics. The same structure for completed tasks. Compare across facilities to spot sites with strong execution and those that may need support.

Refresh and data freshness

The data in this dashboard refreshes every four hours. For details on synchronization timing and what's included from each ProActivity product, see Getting Started with Dakota Insights.