View team performance in Forward Look
Use the Forward Look Team Performance widget to understand how work is distributed across your team and how well tasks are being completed.
This guide is designed for project manager.
Steps
Step 1: Open the Forward Look dashboard
Navigate to the Forward Look section of the PlanOps dashboard where the Team Performance widget is displayed alongside other forward-looking metrics.

Step 2: Review overall task summary
At the top of the widget, review the high-level summary of tasks, including total items, completed work, and overdue tasks to understand the overall workload.

Step 3: Inspect individual team member performance
Look through the list of team members to see how many tasks each person has, how many they have completed, and how many are overdue, including any items assigned to "Unassigned".

Step 4: Assess completion rates using colour indicators
Use the coloured completion rate indicators to quickly see who is performing strongly (green) and where there may be issues (amber, orange, or red).

Step 5: View avatars and identifiers for clarity
Use the avatar images or initials next to each name to quickly recognise who each performance line belongs to, helping you interpret the chart at a glance.

Step 6: Refresh the performance data
Click the refresh button on the widget to reload the latest task and performance information without leaving the dashboard.

Step 7: Understand loading and error states
When data is loading, watch for skeleton placeholders, and if an error occurs, review the alert message so you know whether data is temporarily unavailable.

Last updated: 2026-09-03