Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.
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Hi
I have two suggestions
- Cadence Step Analytics. This report allows you to see the steps that were overdue when completed. You can access this by navigating to Analytics > Content Performance > Steps, and then filtering the panel by Overdue Steps. The chart will display which steps in the cadence were completed late.
- Scheduled Actions. This will show you steps due today and overdue as well as a 5 day outlook - by team or rep
https://help.salesloft.com/s/article/About-Scheduled-Actions?language=en_US
Hope this helps!
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