Dashboard

Overview for March 31, 2026

Active

18

trending_up +3 this week

Completed

7

this week

Overdue

3

needs attention

Avg Time

4.2d

trending_down -0.3 days

On-Time

87%

completion rate

SLA

92%

compliance

notifications_active Alerts

error

WF-2024-006 is overdue

NovaTech Solutions • Finance Approval stuck 14 days

warning

WF-2024-003 at risk

Coastal Health Systems • Fieldwork delayed 21 days

warning

WF-2024-017 approaching SLA

Meridian Holdings • Internal Review • 2 days remaining

info

3 new workflows this week

WF-2024-016, WF-2024-017, WF-2024-018

By Type

Client Onboarding5
Proposal Pipeline4
Document Review3
Project Approval3
Compliance Audit3

Staff Workload

SC
Sarah Chen4 active

92% utilized

MR
Marcus Rivera3 active

88% utilized

AP
Aisha Patel3 active

95% utilized

JO
James O'Brien3 active

72% utilized

DM
Diana Morales3 active

85% utilized

TW
Tyler Washington2 active

78% utilized

Recent Workflows

View All →
Reference Type Client Stage Assigned Days Status
WF-2024-001 Client Onboarding Meridian Holdings Contract Review Sarah Chen 12 On Track
WF-2024-006 Project Approval NovaTech Solutions Finance Approval Tyler Washington 14 Overdue
WF-2024-003 Compliance Audit Coastal Health Systems Fieldwork Aisha Patel 21 At Risk
WF-2024-018 Client Onboarding Apex Manufacturing Initial Contact James O'Brien 1 New
WF-2024-008 Client Onboarding Pinnacle Finance Kickoff Sarah Chen 18 Completed