Action Plan Report

The Procore Analytics Action Plan Report provides users with a high-level view of their company's Procore usage.

Procore Tools Used in the Action Plan Report

  • Action Plans

Report Pages

Click the report pages below to view a sample report page.

Insights

As part of the Procore Analytics Action Plan Report, the Action Plan Insights Report provides users with a number of visuals with basic information that provide insight into their action plans.

Action Plan Insights

This sample report page was created using mock data for demonstration purposes only.

Matrix

As part of the Procore Analytics Action Plan Report, the Action Plan Matrix provides users with all the detailed information on their action plans.

Action Plan Matrix

This sample report page was created using mock data for demonstration purposes only.

Ball in Court

As part of the Procore Analytics Action Plan Report, the Ball in Court Report provides users with all the detailed information on each of their action plans and action plan items.

Action Plan Ball In Court

This sample report page was created using mock data for demonstration purposes only.

Progress

As part of the Procore Analytics Action Plan Report, the Progress Report provides users with a high level view of their action plan item completion percentage. The templates and locations are in alphanumeric order, so the report will give the users a better view if the templates and locations are ordered accordingly. This page can be toggled between a bar chart, a gantt chart, and a progress matrix style view.

Action Plan Progress

This sample report page was created using mock data for demonstration purposes only.

Key Influencers

As part of the Procore Analytics Action Plan Report, the Key Influencers Report analyzes factors that contribute to the percentage of action plan items that are late. To learn more, see Create Key Influencers Visualizations on the Microsoft Power BI Documentation site.

Root Cause Analysis

As part of the Procore Analytics Action Plans Report, the Root Cause Analysis Report analyzes factors contributing to late items on actions placed with a corresponding percentage score.

Action Plan Root Cause Analysis

This sample report page was created using mock data for demonstration purposes only.

Data Quality

As part of the Procore Analytics Action Plan Report, the Data Quality Report shows users which fields may be missing data in Procore.

Action Plan Data Quality

This sample report page was created using mock data for demonstration purposes only.

Change History

As part of the Procore Analytics Action Plan Report, the Change History Report shows all changes made to all action plans.

Action Plan Change History

This sample report page was created using mock data for demonstration purposes only.