The first screen after signing in. Headline numbers on call health, and a short list of what needs your attention.
The Dashboard is the overview. It answers “is anything wrong” in a glance, and
hands off to Calls or Reports when the answer is yes.
Everything is scoped to the current environment and to the date range shown at the
top right, which displays both the period name and the actual dates it covers.
Each tile shows a figure, a comparison against the previous period of the same length,
and a small trend line.
Tile
What it counts
Calls
Calls in the period.
Connect rate
The share that reached someone.
Escalations
The share that had to be handed on.
Voicemails reached
Calls that reached voicemail rather than a person.
Two more sit underneath.Avg. call duration is the mean length of a call.Minutes used is your consumption against your plan.
Minutes used is monthly. It ignores the date range, unlike everything beside it.
Narrowing the range to a single day will not narrow this figure.
The comparison against the prior period is more useful than the figure. A connect
rate of 40% means nothing on its own. A connect rate that fell 15 points last week
means something.
Lists your agents with a breakdown of how their calls went, in green, amber and red,
plus a total. The agent name links through to the agent.Use it to spot the one agent dragging an otherwise fine number down.
The tiles respect the date range. Agent performance and Calls flagged for
review appear not to. It is possible to see Calls reading 0 for a period while
Agent performance reports calls in the same view, because those panels are counting
recent activity rather than your selected window.If the two disagree, trust the tiles for anything date-scoped, and treat the lower
panels as a view of recent activity.
The Dashboard is fixed. You cannot add a tile or change what it measures.When you need a specific question answered, or a chart over one of your own insights,
build it in Reports.
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