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Manager Productivity View

The Manager Productivity View is a weekly productivity dashboard for team leads. It compares assignments, completions, and workload, and highlights bottlenecks and document output.

Filters

Use the date range and team controls to scope the page. The page is organized into three sections: Review by Week, Performance Metrics, and Process Review.

Review by Week

Card What it shows
New Cases this Week Cases created in the week
Assignments this Week Tasks assigned in the week
Reassignments this Week Tasks reassigned in the week
This Week Completion Rate vs Last Weeks Current completion rate compared with previous weeks

Charts:

  • Cases Assigned this Week
  • Cases Completed by Week (cumulative)

Performance Metrics

Cards:

  • Completed Cases
  • Completed Tasks
  • Avg Cases per User/Week
  • Best Performer

Tables and charts:

  • Performance Metrics by User — per-user task and case metrics
  • Workload by User (To-Do) — open work per user
  • Avg Time Worked by Case — average effort per case

Process Review

  • Bottlenecks by Task — tasks with the longest waits.
  • Generated Documents and Uploaded Documents — document output for the period.

How to use it

  1. Review New Cases against Completed Cases for the week.
  2. Compare Assignments and Reassignments to see whether work is moving or being passed around.
  3. Use Workload by User (To-Do) to balance assignments.
  4. Use Bottlenecks by Task to find process steps that need attention.
  5. Open Manager Daily View for the current day.

Notes

  • The page is read-only.
  • Weekly comparisons depend on the selected date range.
  • Metrics are derived from audit events and respect the team filter.