ESA Marketing Request Operations — Reporting Wireframe

Open projects

+9 vs. prior 30 days

Past due

16% of open work

Due in 7 days

Across 5 owners

Avg days in queue

12.4

Assigned → completed

Waiting on assets

Not started, missing files

Workload

"Who's maxed out, and is it volume or complexity?"

Queue load by team member, by intensity

PHASE 1

Each block is one open project, sized by level of effort. The red marker is the agreed weekly capacity line.

Hannah B.Design

132%14 pts / 8 open

Alexis R.Content

106%10 pts / 5 open

Marcus T.Digital

73%7 pts / 5 open

Priya N.Content

101%9 pts / 4 open

Devon L.Events

42%4 pts / 3 open

Heavy (3 pts)Moderate (2 pts)Light (1 pt)Capacity line

SOURCE Dataverse · Assigned To, Level of Effort, Status · capacity target set per role

Projects by week

PHASE 1

Requests submitted vs. completed. The gap is the backlog.

SubmittedCompleted

SOURCE Dataverse · Created On, Completed On · week starting Monday

Projects by deliverable type

PHASE 1

Open work only. Shows which kind of work is piling up.

Digital18

Print14

Social12

Email10

Web7

Video7

SOURCE Dataverse · Deliverable Type (choice) · click a bar to cross-filter the page

Requests by department

PHASE 1

Who is asking marketing for work, and how much of it lands as high priority.

Department	Open	High	Avg days
Trade show / events	21	9	9.1
Membership	15	4	13.8
Education	12	3	11.2
Government affairs	11	5	15.6
Executive	9	6	7.4

SOURCE Dataverse · Requested By → Department lookup, Priority, Days in Queue

Priorities & due dates

"What has to move first, and what is already late?"

High priority by month

PHASE 1

Priority is set from the Business Impact field at intake.

Peak = trade show run-up

SOURCE Dataverse · Priority = High, Created On by month

Medium priority by month

PHASE 1

Same visual, priority toggle. One build, two views — keeps cost down.

Medium work gets squeezed in May

SOURCE Dataverse · Priority = Medium, Created On by month

Past due by owner

PHASE 1

Jillian asked for this twice in scoping. It was missing from the metric list.

Hannah B.4

Priya N.3

Alexis R.2

Marcus T.1

Devon L.1

On-time completion rate: 78%
Rolling 90 days, completed work only.

SOURCE Dataverse · Due Date < today AND Status ≠ Completed

Due in the next 7 days

PHASE 1

The team's own planning view. Sorted by due date, then priority.

Project	Owner	Deliverable	Requested by	Priority	Effort	Due	Days in queue
Annual meeting registration flyer	Hannah B.	Print	Events	HIGH	Heavy	Today	19
Member renewal email — June wave	Alexis R.	Email	Membership	HIGH	Moderate	Jul 21	6
Advocacy one-pager refresh	Priya N.	Print	Gov affairs	MEDIUM	Light	Jul 22	24
Booth sales landing page	Marcus T.	Web	Events	HIGH	Heavy	Jul 23	11
Education session promo reel	Devon L.	Video	Education	MEDIUM	Heavy	Jul 24	8
New product launch social set	Hannah B.	Social	Executive	HIGH	Moderate	Jul 25	3
Sponsor thank-you postcard	Alexis R.	Print	Events	LOW	Light	Jul 26	31

SOURCE Dataverse · Due Date BETWEEN today AND today+7 · exports to Excel, subscribe by email Mondays

Flow & queue time

"Is work slow because people are busy, or because it's stuck?"

How long work sits in a queue

PHASE 1

Age of currently open projects, per owner.

0–3D 4–7D 8–14D 15D+AVG

Hannah B.17.2d

Alexis R.11.6d

Marcus T.7.9d

Priya N.15.1d

Devon L.6.3d

SOURCE Dataverse · Assigned On → today (open) or Completed On · requires status-change history

Where work is sitting

PHASE 1

Open projects by stage, with average days held at that stage.

Submitted6

Not started13

Copywriting10

Design18

Review / QC11

Approved, not sent10

Longest hold: Design, 8.4 days average.

SOURCE Dataverse · Status (choice) · avg days requires status-change history table

Blocked on missing assets

PHASE 1

Jillian: projects "get queued and sit there because design doesn't have everything they need."

Project	Missing	Days idle
Sponsor prospectus	Logos	21
Chapter recruitment kit	Copy approval	17
Safety standard explainer	Reference files	14
Member spotlight — Q3	Photos	12
Regional event banner	Logos	9
Training course flyer	Copy approval	6
Committee recap graphic	Reference files	4

SOURCE Dataverse · Related Assets / Inspiration attachments empty AND Status = Not started

Intake exceptions

PHASE 1

Form submissions that never became a Planner task. Without this, the numbers above quietly understate the real workload.

Submitted	Requester	Failure	Status
Jul 17 09:12	K. Ruiz	Attachment over size limit	FAILED
Jul 16 14:48	T. Nowak	Flow throttled — sync limit	FAILED
Jul 15 11:03	M. Ellis	Required field empty (Due Date)	FAILED
Jul 14 16:31	D. Frank	Assignee not licensed	FAILED
Jul 12 08:55	K. Ruiz	Duplicate submission	RESOLVED

SOURCE Power Automate run history → Dataverse exception table · 5 failures in last 30 days

Completed this period

PHASE 2

The positive-reinforcement view — what the team actually shipped. Build after Phase 1 is stable.

Hannah B.23

Alexis R.19

Priya N.16

Marcus T.14

Devon L.9

81 projects delivered in the last 90 days, 63 of them on time.

SOURCE Dataverse · Status = Completed, Completed On in period

Build notes for the working session

Sample data. Every visual on this page needs 60–90 days of records to look right. Jaz to submit through the live form so the Power Automate path is exercised end to end, including a handful of deliberate failures for the intake exceptions table.
Status history is the one real dependency. "Days in queue," "where work is sitting," and "days idle" all need a status-change history table in Dataverse. Planner alone does not keep this. If it isn't captured now, those three visuals cannot be backfilled later.
Capacity line is a business input, not a calculation. Jillian sets the points-per-week target per role. Without it, the queue load chart shows volume but not overload.
Level of Effort must be required at intake. Blank values silently drop projects out of the intensity view.
Phase 2, out of scope for this build: Google Analytics, Mailchimp, SurveyMonkey and finance metrics on a combined organizational KPI page.