Overdue Next Steps
12
Require immediate attention
Due Today
8
Scheduled for today
On-Time Completion
76%
Last 30 days
Avg Follow-up Time
2.1 days
Within target range

Overdue Next Steps - Immediate Action Required

12 items
Customer Decision Call - Enterprise Software License
Scheduled for Jan 18th, 5 days overdue. Customer waiting for our response on technical requirements.
Proposal Delivery - Cloud Migration Services
Due Jan 20th, 3 days overdue. Technical team completed proposal, needs final review and delivery.
Reference Call Setup - Security Assessment
Scheduled for Jan 21st, 2 days overdue. Customer requested reference from similar healthcare client.
Contract Review Meeting - Network Infrastructure
Due Jan 22nd, 1 day overdue. Legal team needs to review terms with customer procurement.
Customer Meetings
15
Technical Review Call
TechCorp Global
Jan 18 (5d overdue)
Executive Presentation
Regional Healthcare
Today 2:00 PM
Discovery Call
Manufacturing Inc
Jan 25 (2 days)
Demo Session
Financial Services
Jan 26 (3 days)
Proposals & Documents
9
Technical Proposal
Cloud Migration Services
Jan 20 (3d overdue)
Pricing Document
Security Assessment
Today 5:00 PM
SOW Draft
Managed Print Services
Jan 24 (1 day)
Implementation Plan
Data Recovery Solution
Jan 27 (4 days)
Internal Tasks
11
Technical Review
Network Infrastructure
Jan 19 (4d overdue)
Legal Approval
Enterprise Software
Today
Pricing Review
Office 365 Migration
Jan 24 (1 day)
Resource Planning
Endpoint Security
Jan 25 (2 days)
Follow-up Actions
18
Decision Timeline
Insurance Group
Jan 21 (2d overdue)
Budget Confirmation
Healthcare Partners
Today
Stakeholder Intro
Education District
Jan 24 (1 day)
Reference Check
Retail Chain
Jan 26 (3 days)

Follow-up Performance Metrics

76%
On-Time Completion
↓ 8% vs last month
2.1
Avg Follow-up Days
↑ 0.3 improvement
53
Active Next Steps
↑ 12 vs last week
12
Overdue Items
↑ 5 since yesterday
89%
Step Definition Rate
↑ 4% compliance
4.2
Avg Steps per Opp
→ Consistent
Next Step Opportunity Company Due Date Status Owner Category Actions
Customer Decision Call Enterprise Software License TechCorp Global Jan 18 (5d overdue) Overdue Sarah Chen Customer Meeting
Proposal Delivery Cloud Migration Services Regional Healthcare Jan 20 (3d overdue) Overdue Mike Johnson Proposal
Executive Presentation Security Assessment Financial Services Co Today 2:00 PM Due Today Lisa Rodriguez Customer Meeting
Pricing Document Network Infrastructure Manufacturing Inc Today 5:00 PM Due Today David Kim Proposal
SOW Draft Managed Print Services Legal Partnership Jan 24 Scheduled Tom Wilson Document
Discovery Call Data Recovery Solution Insurance Group Jan 25 Scheduled Jennifer Adams Customer Meeting
Demo Session Office 365 Migration Healthcare Partners Jan 26 Scheduled Sarah Chen Customer Meeting
Implementation Plan Endpoint Security Education District Jan 27 Planned Mike Johnson Document
Budget Confirmation Print Fleet Management Retail Chain Jan 28 Planned Lisa Rodriguez Follow-up
Reference Call Setup Backup Solution Construction Co Jan 30 Planned David Kim Internal Task