Progress Intelligence transforms task activity into actionable foresight. Completion rates, cycle times, and workload insights help you intervene early and optimize future playbooks.
From hindsight to foresight
Predictive indicators highlight when deadlines are likely to slip so teams can adjust before issues escalate.
Insight Dimensions
- Velocity metrics: Track how quickly tasks move from creation to completion.
- Load distribution: Understand workload by assignee, role, or team to prevent bottlenecks.
- Stage performance: Compare progress across lifecycle stages to spot systemic delays.
- Quality signals: Monitor reopens, escalations, and sentiment for process improvement.
Dashboard Highlights
| Widget | What It Shows | How to Use It |
|---|---|---|
| Cycle time trend | Moving average of completion times | Forecast resource needs, adjust timelines |
| At-risk tasks | Items likely to miss due dates | Reassign or escalate before deadlines pass |
| Capacity heatmap | Workload balance across teams | Redistribute effort to maintain velocity |
| Template performance | Success metrics per playbook | Refine templates with data-backed changes |
Intelligence Workflow
Instrument Your Tasks
Ensure tasks capture assignee, stage, due date, and effort estimates so analytics have rich inputs.
Monitor Trend Lines
Review dashboards weekly to track velocity, bottlenecks, and emerging risks.
Investigate Anomalies
Use drill-down views to uncover root causes behind spikes in delays or reopens.
Take Action
Trigger automations, reallocations, or coaching sessions based on the insights surfaced.
Feed Back Into Templates
Update playbooks, timelines, and automations to reflect learnings and improve future performance.
Operating Principles
Make it habitual
Incorporate progress intelligence into standups, weekly reviews, and QBRs for continuous alignment.
- Pair quantitative data with AI-generated qualitative summaries for richer storytelling.
- Share dashboards with clients to build transparency and trust.
- Track the impact of process changes to validate improvements and justify investments.
Link this intelligence with Analytics & Reporting for executive-level visibility.