Reports: Heatmap
Learn how to report on your workflow completion rates with ease!
Kristen Rivera avatar
Written by Kristen Rivera
Updated over a week ago

So you're looking for a way to report on Completion and Engagement rates for your Workflows? Look no further!

The Heatmap is a visual representation of Completion by Workflow and Sequence, and you can find it by clicking on Reports on the top menu, and then clicking Heatmap in the sub-menu.

You can select a Workflow from the dropdown in the top left (highlighted below), and view a full breakdown of each sequence, and its completion and drop-off rates by simply clicking on it.

You can view the overall completion rate of the workflow on the right (highlighted below), and view completion by stakeholder.

You can even use our quick date filters to showcase a specific time period, and if you'd prefer advanced filtering, use the filters on the top right-hand side (highlighted below).

But, Enboarder? What is Completion and how is it calculated?

Well, it's actually pretty simple!

# of Completed Sequences


# of "Sequences Sent" - # of Sequences "In Progress"

= Completed %

Completed sequences include sequences completed on time and completed after they were overdue and sequences marked as completed by admins of Enboarder.

We then work out the percentage of completed sequences against how many were sent! #QuickMaths πŸ€“

When you click on a sequence icon on the heatmap, you'll see a complete breakdown of the completion rate and drop-off rate - allowing you to see a detailed view of each module and its performance.

And the best news? This is now updated in real-time - meaning any Sequences that are currently in progress (meaning they have been sent, but haven't been completed or moved into overdue status) are included in this screen! Previously we only included sequences that had been sent 48 hours or more prior to you checking this screen.

You can see the average completion rates per stakeholder for your selected time period on the right-hand side info panel. For an even more detailed stakeholder breakdown, click on the 'Performace' dropdown!

Okay, but what does it all mean!? Well, it's nice and simple! Green is good, red is... well you get the picture. Here is a handy chart to help you gauge your heatmap!

Got questions? Start a chat with the team in the top right of any Enboarder screen!

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