A Guide to RevOps for Salesforce Admins Get the Guide >>

Summary of overdue tasks

Signal description

Sales Representatives and Sales Team Managers receive regular summaries of overdue tasks of opportunities, helping them adhere to consistent practices and ensure optimal team performance.

How organizations use it

As Sales Manager, I have 1:1 meetings with my Sales Representative Rober every week on Monday morning so the system sends me the Summary of all Robert's overdue tasks every Monday at 8 am. As a Sales Manager, I am actively engaged in coaching my team. I create tasks for my team members to help them move deals forward. The system sends me a list of Overdue tasks where I`m the creator so I can track progress on tasks I assigned.

Why organizations use it

  • to improve clarity in communication between the Sales Representative and their Sales Manager
  • to encourage the completion of overdue tasks

Configurable parameters

  • When this signal is sent

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

Return to Signal Library