Single Workflow Dashboard

Overview

Table of Contents

• Overview Tab
• Timeline View Tab
• Entities View Tab
• Single Workflow Dashboard FAQs

The Single Workflow Dashboard (SWD) sits one layer below the All Workflows Dashboard and offers all FloQast Users a variety of insightful metrics and indicators of the current progress within a single workflow for a single period. 

In addition, this Single Workflow Dashboard (SWD) features a Timeline View allowing daily visibility of tasks, which can be viewed by Entity, Folder, or Assignee. This Timeline View allows team members to visualize their to-do list and better plan how every task gets completed. 

This Single Workflow Dashboard (SWD) provides additional insights and granular details to ALL Users (including: Users, Managers, and Admins in FloQast). By visually displaying the current progress and bottlenecks, these additional insights will allow you to save time and understand what you actually need to work on.

Three Primary Types of Content

1. Overview Tab: Shows relevant summary metrics and status breakdowns of all sign-offs required for the period within the single workflow.

2. Timeline Tab: Shows all the Checklist, Reconciliations, and Review Notes quantities summarized in "cards" in the left data panel, as well as laid out by Due Date across a linear calendar timeline.  

3. Entities Tab: Shows the status of all entities in the selected workflow so you can easily see which entity needs the most attention. 

Note: The quantities laid out on the timeline are only the total numbers of checklist and reconciliation signoffs due on each day (review notes are not included in these daily quantities)

For a detailed breakdown of all the Single Workflow Dashboard's features, please consult the legends below:

Features Legend:

Overview Tab:  ↑ Back to top

• #1 - FloQast Status:  Indicates how FloQast Users are pacing and where FloQast projects users to finish.
• #2 - Target & Projected Close Dates and Close Duration: Close Duration is calculated by counting the working days it took to finish all the signoffs. 
• #3 - Checklists & Reconciliations by Status: This section shows how many checklists and recs are On Track, Late, Complete and the Total Number of items. 
• #4 - Checklists & Reconciliations by Type: This section shows the progress of Checklists Prepared, Checklists Reviewed, Reconciliations Prepared, Reconciliations Reviewed, Open Review Notes, and Reconciliation Tie-Outs.
• #5 - Target vs. Actual Graph: This graph shows the Target vs. Actual for your progress. The green line is what has actually been completed compared to the orange line, which is where you should be in the cycle.
• #6 - Entities by Status: This section shows you the number of entities that are Early, On Track, Late and Complete.

Timeline View Tab:  ↑ Back to top

• #7 - Sort By: Click this dropdown to change your view to see information grouped by Entity, Folder or Assignee.
• #8 - Data Cards: Show all the Checklist, Reconciliations, and Review Notes quantities summarized in "cards" in the data panel.
• #9 - Daily Quantities: Each day with at least one item due, the timeline will populate a square with the total quantity of items due on that day (from the single period, in the single workflow).  This quantity is the sum of all checklist items and reconciliations only and does not include any items that are missing a due date.
  • Each daily quantity is color-coded to denote a summary status of all items for that day.  Below is what each color represents:
    • Green:  all items that are due on this day are Complete.
    • Orange:  One or more items due on this day are Late.
    • Grey: One or more items due on this day are Incomplete, but nothing is Late.
• #10 - Advanced Filtering:  There's a very robust Filter button/drawer that allows users to filter by Entity, Folder, Assigned To, Assignee Type, Item Type, or Tags.

Entities View Tab:  ↑ Back to top

• #11 - by Assignee Type vs by Item Type: View progress by the number of items that need to be prepared and reviewed (Assignee Type) or view progress by the number of Checklist items and Reconciliations that need to be signed off (Item Type). 
• #12 - Status: Status is calculated by the number of sign-offs completed out of the number of sign-offs due on the date you are viewing your dashboard. (i.e. in this photo, 87% of FloQast Taiwan's items were due before the date viewed but have not been signed off.)
• #13 - Item Progress: These columns show the number of items that are incomplete or late. You can click into the Late hyperlink to see a filtered view of these items.

Single Workflow Dashboard FAQs  ↑ Back to top

"How do I see which entities and folders are closed/locked?"

• You can view which entities and folders are locked easily via the Timeline view. Select to view by Entities, and the icon to the right of the entity or folder name will display when an entity or folder is locked or is available to be locked.  
• To lock all folders in an entity from the Single Workflow dashboard, you can select the downward-facing arrow to the left of the entity name and then click "Lock all Folders."
• When selecting to view a single entity, as opposed to 'All Entities,' you will still be presented with a banner across the top of the screen with the option to lock all folders when all tasks are complete.
• You can also view locked entities via the Entities view. A lock icon will display next to any entity that is currently locked.

"How can I view and monitor the progress of individual team members?"

• In the Single Workflow Dashboard, you can view the progress of individuals in either the 'Progress' tab or the 'Timeline' tab. 
  -In the Progress tab, you can utilize the filter feature in the top right to filter by a specific team member. All the metrics will be filtered for that one individual.
  -In the Timeline tab, you can select to view by 'Team Member,' and there will be a data panel card on the left for each team member. 

"How can I access the details of LATE items directly from the Single Workflow Dashboard?"

• On the Progress tab, the orange 'Late' text links in the tiles are all clickable and take you directly to the late items on the checklists/recs pages. Additionally, the late quantities in the Timeline data panel cards are also clickable and take you to those specific late items.

"How can I view MY open/incomplete tasks specifically?

• With the Single Workflow Dashboard, you can still filter and view your own individual tasks as well as filter them by completion status. To do so, you'll first set the filter in the top right to be 'Assigned to me'. Next, switch to the Timeline tab and view by folder. From there, select the 'status' filter and have 'On Track' and 'Late' selected. This will display your open/incomplete tasks for the period.

"How can I see what tasks I have due coming up and their details?"

• You can navigate to the Timeline view of the Single Workflow Dashboard and filter by 'assigned to me'. There, you can scroll through the days of the period to view how many items you have due and on what day. You can click on those indicator boxes to view details of the items due that day.

"The box for a certain day was orange, but when I clicked it, only a couple of items were actually late. Why is this?"

• This is expected behavior. The color of a box on any given day is meant to represent a summary of the status of items for that day. It will only display as GREEN if ALL items are complete. It will display as GREY while there are still incomplete tasks that haven't become late yet. It will display as ORANGE if even one task for the day is late and incomplete.

"It's great being able to easily see how many things are complete or incomplete, but how do I differentiate between items I need to prepare vs. items I need to review?"

• There are a few ways to view what type of assignments you have on the Single Workflow Dashboard. First, you'll want to filter by 'assigned to me', and via the Progress tab, you can see a breakdown of 'Sign-offs by type'. There are 4 tiles: Checklist Prepared, Checklist Reviewed, Recs Prepared, Recs Reviewed. Clicking into any of these will take you to the exact tasks in those categories.
• Along with filtering by 'assigned to me', you can also select the filter for 'assignee type' to drill down just items you are assigned to prepare or review.