Weekly owner report
The weekly owner report is a message to the owner of the organisation with the portfolio, the bottlenecks and the risk list, so the Monday conversation starts from the same numbers the screens already show. It is not sent to every member.
The figures are the same as the analytics pages: median time in stage, risk reasons, what moved and what is late. Nothing in the report is a second set of books.
Analytics, including this report, is included from the Professional plan at $99 per month.
Questions that keep coming up
- Who receives it?
- The owner of the organisation, not every member.
- Is it a different calculation from the screens?
- No. It is the same figures in a message.
- Which plan includes it?
- Professional, at $99 per month, as part of analytics.