The Cadence Process panel provides a quick insight into the Cadence steps and People added based on your designated filters.
The panel looks at the the total completed steps, the total skipped steps, overdue steps, and new People added to Cadences.
Taking these details into consideration, the panel aims to answer the following questions:
- Are we growing our activities and efforts within Cadences?
- Are we adhering to Cadence design?
- Are we executing Cadences as planned?
- Are we adding enough People to our sales funnel?
In this article, you will learn about the Cadence Process panel, including:
The Cadence Process Panel
The Cadence Process panel contains the following details from the top of the panel working our way down:
- Cadence Process: (Panel Name)
- View Report: (Drill down to more details) Takes you to the Team Process Report.
- Total Completed Steps: (Primary Metric)
- Primary Metric Chart: Below the Total Completed Steps, the chart shows the visual representation of the primary metric.
- Average Cadence Process Results: (Secondary Metric)
- Skipped Steps
- Overdue Steps
- People Added
- 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.
Cadence Process Metrics and Calculations
Each panel contains primary and secondary metrics. These metrics are calculated in different ways.
The Cadence Process panel includes the following metrics based on the associated calculations.
|Total Completed Steps||This is different from total activities as this only includes steps or activities completed in a Cadence.||
Sum (completed steps)
|Skipped Steps||If a Person has multiple skipped steps in a Cadence, each step is counted.||
Sum (skipped steps)
|Overdue Steps||A step is counted as overdue when the step is marked completed.||
Sum (overdue steps)
New People Added
Sum (new People added)
Panel Drill Down: Team Process Report
This panel drills down into the Team Process report, where you can see all the other steps completed.
Learn more in the Team Process Report Knowledge Base article.