Get Powerful Insights Into All Your Company Processes with Our NEW Reporting API

how to write a project proposal

As there are so many different types of recurring work happening in every part of your company, it can be difficult to keep track of what’s working and what’s not.

You can often spend too long looking for answers to questions like these:

Which processes in the Sales team run smoothly and which take longer than they should?

Who in the Underwriting team completes their tasks on time and who misses their due dates?

Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular?

How many different processes is the IT Helpdesk team involved in, and how many tasks have they completed in the last 30 days?

How long does it take the Customer Success team to onboard a customer, and which onboarding tasks take the longest to complete?

Wouldn’t it be useful to have a custom-made dashboard so you can get answers to these types of questions with one, quick glance?

Well, with the launch of Process Street’s new Reporting API, now you can.

To find out how you can export, store, visualize, and utilize all your Process Street data in the way that you want to, take five minutes to read through the following topics and find out:

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9 Ways to Use Template Overview to Keep Track of Your Business

template overview

You might use the most efficient software on the market. Maybe you’ve hand-picked the most dedicated team available. Perhaps you documented and improved your methods until every rough edge and bottleneck has been wiped away.

You’re still going to fail if you can’t track your processes.

It’s the only way to know for sure that your methods are being followed, that work really is being completed, and to have a clear view of the state of your business at any given time. That’s why, over at Process Street, we’ve created a way to quickly review any and all information from the checklists your team uses.

If you’ve ever used a spreadsheet, think of an interactive version of that, except all of the information is automatically formatted based on your Process Street checklists.

template overview tab view

It’s called the “Template Overview” tab, and here’s how it works…

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