WindoorERP Documentation 19.0

Analyze task velocity, project profitability, and customer satisfaction ratings

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Delivers executive intelligence on task completion rates, engineering bottlenecks, planned versus actual project hours, and customer satisfaction ratings.

Before you start

  • Tasks executed and customer milestone ratings received.

Steps

Tasks analysis performance chart comparing planned hours against actual spent hours

Task analysis pivot matrix summarizing task volumes by project and assignee

Customer ratings registry list showing satisfaction ratings, project names, and feedback

Customer ratings kanban board categorizing feedback: Great, Okay, Bad

Customer satisfaction score distribution graph across fiscal quarters

Customer ratings pivot table cross-tabulating ratings by project manager

Important

Customer rating surveys triggered automatically upon milestone completion provide immediate early warnings before minor concerns become disputes.

  1. 01
    Navigate to Project › Reporting › Tasks Analysis.
  2. 02
    Analyze task completion velocity using the interactive Graph and Pivot matrix.
  3. 03
    Open Project › Reporting › Customer Ratings.
  4. 04
    Review customer satisfaction scores across List, Kanban, Graph, and Pivot views to recognize high-performing project teams.

Common mistakes

  • Reviewing task completion numbers without verifying deliverable quality acceptance.
  • Ignoring negative customer ratings without initiating management follow-up calls.

Continue learning

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