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Renske
New Contributor
April 9, 2025
Question

Reporting on due steps ( over due)

  • April 9, 2025
  • 0 replies
  • 305 views

Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.

    SWaldman
    SWaldman
    Regular Contributor
    April 14, 2025

    Hi ​@Renske 

    I have two suggestions

    1. Cadence Step Analytics. This report allows you to see the steps that were overdue when completed. You can access this by navigating to Analytics > Content Performance > Steps, and then filtering the panel by Overdue Steps. The chart will display which steps in the cadence were completed late.
    2. Scheduled Actions. This will show you steps due today and overdue as well as a 5 day outlook - by team or rep

    https://help.salesloft.com/s/article/About-Scheduled-Actions?language=en_US


    Hope this helps! 



     

     

    RenskeAuthor
    New Contributor
    April 30, 2025

    Thank you for your reply, I am  familiar with these,the overview I am looking for is the details of overdue steps on rep level (would be the same for skipped) without going cadence by cadence. 

    AdamMurphy
    New Contributor
    October 9, 2025

    Hello, 

     

    ​@Renske did you ever figure this out? My sales managers are running into the same issue. 

    ​@SWaldman FYI

    RenskeAuthor
    New Contributor
    November 5, 2025

    Hello, 

     

    ​@Renske did you ever figure this out? My sales managers are running into the same issue. 

    ​@SWaldman FYI

    No unfortunate not ​@SWaldman how can we get this as a requirement… seems like even when people have a lot of old steps this does not show in the scheduled actions

    MaddiePowers
    New Member
    June 26, 2026

    ​@Renske Do you know if this has been updated?

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