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Task Progress [Dashboard, Drill-down Report Example]

  • Included with Due Diligence - Task Progress Dashboard.
  • Detailed drill-down report showing all tasks by workstream and by status.
  • Links back to the task tree for completeness of reporting.
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Key Documents Status [Dashboard]

  • Track/monitor the status of key document requests/uploads across due diligence projects in real-time.
  • Filter/toggle by project, workstream and responsible.
  • Syncs to data contained in the task tree/playbook.
  • Automatic populating of the dashboard based on workflow within the task tree/playbook.
  • Customizations (color, layout, filters, data points, etc.) available at additional cost.

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Key Documents Status [Dashboard, Drill-down Report Example]

  • Included with Due Diligence - Key Documents Status Dashboard.
  • Detailed drill-down report showing all document requests/uploads by workstream and by status.
  • Links back to the task tree for completeness of reporting.
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To view the clear version of these images, contact us to learn more or speak to your customer success manager.

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task-status-ocr

Task Status [One-click Report]

  • Track/monitor the status of tasks across due diligence projects in real-time.
  • PDF report generates with one-click.

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To view the clear version of these images, contact us to learn more or speak to your customer success manager.

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key-doc-status-ocr

Key Documents Status [One-click Report]

  • Track/monitor the status of document requests/uploads across due diligence projects in real-time.
  • PDF report generates with one-click.

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