Case Note
The Number, and the Why Behind It — Taskwell KPI Tracker
Define any KPI and Taskwell tracks its health, trend, and variance — with an agent that explains the movement and flags what needs attention.
Pick the numbers that run your business — margin, utilization, days to collect, on-time delivery, whatever matters — and Taskwell KPI Tracker watches each one’s health, trend, and variance, then tells you why it moved.
The problem
Most dashboards show you the number but not the story. A metric turns red and the work begins: pull the detail, find what changed, decide whether it’s noise or a trend. By the time anyone gets to the “why,” the moment to act may have passed — and the metrics that don’t have a dashboard simply go unwatched.
How it works
- Define any KPI. Set the metric, its source, its target, and the cadence; Taskwell computes and tracks it — no custom report build.
- Health, trend, and variance. Each KPI is scored against its target and its own history, so drift shows up as it starts, not at quarter-end.
- AI explains the movement. When a number moves, Taskwell digs into the underlying data and tells you what drove it — and flags the ones that need a decision.
“Why did gross margin drop this month?” → Taskwell traces it to two thin-margin jobs and a materials price increase, with the numbers attached.
What you get
- Any metric tracked, not just the ones a dashboard shipped with
- The why behind a move, not just the number
- Drift caught early, against target and trend
- The KPIs that need attention surfaced for you
- Board- and huddle-ready views on your cadence
- A full history on every metric
The number, the trend, and the reason behind it — so you act on the ones that matter.
Systems connected