Reporting & Dashboards

Uncover performance insights, demonstrate impact, and make smart, data-driven decisions with TaskRay’s robust reporting tools.

leverage your data

Metrics are key to business success—but only if you know how to use them.

While many of us understand the value of data, it can be challenging to make sense of how to use it to measure success and pinpoint areas for improvement. TaskRay provides the tools you need to collect valuable data about your projects and processes and uncover problems metrics can help you solve, consolidating all of it into one place.

Deeper Insights with Flexible Reporting

Centralized data leads to stronger, actionable insights.

Consolidating and analyzing data from multiple sources is challenging and inefficient. Since TaskRay is Salesforce-native, all of your data is in one place, giving you the ability to combine your customer and project data. With the flexibility to use out-of-the-box TaskRay reports or create custom reports and dashboards using Salesforce reporting capabilities, the opportunities for insights are endless.

Project performance visibility at all levels.
Whether you’re a project manager or an executive, there are reports that will provide you the visibility and insights into project and team performance that you’re looking for.
Make informed, data-driven decisions.
With the ability to easily check in on real-time project health and team performance, and update a template for a smoother onboarding process, TaskRay reporting tools help drive consistency and optimize processes through the kind of informed decision-making that leads to better customer experiences and boosted brand perception.
Proactively address issues and roadblocks within projects.
Stay on top of project details and proactively address potential issues with features like project snapshots that show overdue and blocked tasks and the ability to compare project duration to baselines.

Out-of-the-Box Reporting

TaskRay comes jam-packed with common, modifiable reports that we’ve pre-built to help you get started on the right foot. 

Lightning Components

TaskRay includes Lightning components that help surface metrics wherever is most convenient for your user: the TaskRay Snapshot, Project, and Status components.

Project Portfolio

View all or a subset of projects and task groups in a list format and get high-level project health insights.

Template Performance View

Get insight into in-flight project metrics from cloned or stitched projects to compare against the original template settings.

Insights Tab

Get a quick project health summary with Project Insights via an overview or with charts.


Baselines are snapshots of a project at a set point in time used to compare how a project performed over time to determine if a project is on track.

Custom Reporting

Not finding an out-of-the-box report relevant to your needs? You can also create new reports from scratch.

Custom Dashboards

Compile your reports into insightful dashboards specific to individuals or teams that focus on the metrics that matter most.

Excited about future TaskRay capabilities?

Discover upcoming features on our horizon and have a say in what comes next!

Want to see TaskRay in action?

Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.