Use Karbon connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Practice operations
Overdue work and work due this week on the operations dashboard.
Hours logged over the last four weeks next to capacity planning.
A Karbon task list for the delivery team, kept in step by Sync.
Operational
Due within 30 days - Open Karbon work items due in the next 30 days. Sync daily or weekly for trends.
Due within 14 days - Open Karbon work items due in the next 14 days. Sync daily or weekly for trends.
Overdue work items - Open Karbon work items whose due date is before today. Sync daily or weekly for trends.
Completed work items - Karbon work items marked completed. Sync daily or weekly for trends.
Open work items - Karbon work items that are not completed. Sync daily or weekly for trends.
Work items - Karbon work items synced into Elevale tasks. Sync daily or weekly for trends.
Next steps
Connect: Setup & usage
Pick metrics: Data points