Track Your Schedule and Audit Performance
The Schedule Performance Dashboard helps you monitor how well your organization is keeping up with planned audits, identifying bottlenecks, and ensuring compliance deadlines are met.
Key Schedule Metrics
At the top of your dashboard, you'll see four critical cards that give you an instant overview of your scheduled audit performance.
Total Scheduled
Shows the total number of audits planned for your selected time period
This represents your audit workload and compliance commitments
Helps you understand the scope of scheduled audit activities
Total Completed
Shows audits that have been 100% finished and submitted
This is your "successful completion" number
Indicates how much of your scheduled work has been accomplished
Missed Audits
Shows audits that passed their due date without being completed
Critical metric for compliance and performance tracking
Indicates areas where your audit schedule is falling behind
In Progress Tasks
Shows audits that have been started but not yet completed
These represent work in the pipeline that needs follow-up
Helps identify potential bottlenecks before they become missed audits
What these metrics tell you:
Good performance: High completion rates with low missed audits
Need attention: High number of missed audits or stalled in-progress tasks
Capacity issues: When total scheduled significantly exceeds completion capacity
Analyze Audit Tasks Workload by Groups
The workload distribution charts show how audit tasks are distributed across your teams and help identify imbalances in work allocation.
Pie Chart View (Audit Tasks Workload by Groups)
How to read this chart:
Visual breakdown of total audit tasks assigned to each user group or team
Slice size represents the proportion of total workload
Different colors represent different teams or departments
Total task count displayed in the center
What this tells you:
Large slices: Teams carrying the heaviest audit workload
Small slices: Teams with lighter audit responsibilities
Missing groups: Teams that may not have scheduled audits
Balance assessment: Whether workload is distributed appropriately
Action items:
Resource planning: Identify teams that may need additional support
Workload balancing: Redistribute tasks if certain groups are overloaded
Capacity planning: Understand which teams have bandwidth for additional audits
Treemap View (Audit Tasks Workload by Groups)
How to read this chart:
Each box represents a different group or location
The size of each box reflects the number of audit tasks assigned to that group.
Group names and task counts are clearly labeled inside the boxes.
The overall task count is shown in the chart
What this tells you:
Larger boxes = Heavier workload
Smaller boxes = Lighter workload
Action items:
Load balancing: Consider redistributing tasks from heavily loaded teams to others
Resource allocation: Assign additional support where workload is high
Capacity planning: Use this view to inform future scheduling decisions
Monitor Missed Audits by Location
The "Missed Audits by Locations" chart helps you identify where scheduled audits are not being completed, allowing you to spot performance gaps and areas needing support.
How to Read This Chart:
Each bar represents a specific location (such as a store, branch, or facility).
Bar height shows the number of missed audits for that location.
Some locations may not appear at all—this means they completed all scheduled audits.
Locations are not ordered by miss count, so check the full chart for outliers.
What This Tells You:
Tall bars: Locations that frequently miss audit deadlines.
Clusters of missed audits: Could indicate systemic issues in certain regions or teams.
Low/no bars: Sites that are keeping up with their audit schedule.
Action items:
High-miss locations: Investigate root causes (staffing, training, workload)
Zero-miss locations: Identify best practices to share with other sites
Regional patterns: Consider area-specific challenges or support needs
Track Missed Audits by Groups
The "Missed Audits by Groups" chart highlights which teams or departments are struggling to complete their scheduled audits on time.
How to Read This Chart:
Each bar represents a team, user group, or department.
Bar height reflects the number of missed audits for that group.
Use this chart to spot groups that may need support or process adjustments
What This Tells You:
High-miss groups: Teams with a large number of missed audits may be overloaded or struggling to meet expectations.
Lower-miss groups: Teams with fewer missed audits may have more effective processes or better capacity alignment.
Capacity issues: A high number of missed audits could mean that the team has more tasks than it can reasonably handle.
Training opportunities: Recurring misses may highlight the need for clearer instructions or targeted coaching.
Action Items:
Support struggling teams: Offer additional training, guidance, or resources to high-miss groups.
Share best practices: Identify what’s working well in lower-miss teams and apply it across other groups.
Adjust workload: Reassign audits from overloaded teams to those with more capacity.
Improve processes: Investigate if unclear procedures, poor planning, or systemic bottlenecks are causing delays.
Detailed Performance Analysis
The "Audit Performance by Locations" table provides comprehensive data about each location's schedule performance.
Table columns explained:
Total
Total number of audits scheduled for the location.
Represents the workload assigned.
Completed
Number of audits that have been completed, regardless of whether they were on time or late.
Indicates execution progress.
In Progress
Audits that have been started but not yet completed.
May signal ongoing work or potential delays.
On Time
Number of audits completed within the scheduled timeframe.
Key measure of punctuality.
Overdue
Audits that have not been completed and are past their due date.
Indicates risk or missed deadlines.
Completion Rate
Percentage of total audits that have been completed.
Primary measure of task execution.
On Time Percentage
Of the completed audits, the percentage that were finished on schedule.
Indicator of quality and time discipline.
Late Rate
Percentage of completed audits that were finished after the deadline.
Signals scheduling or process challenges.