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Navigating the Performance Dashboard

Overview of all team information for Admin and Supervisors

Written by Jordan McGovern

The Performance Dashboard is available for Supervisor or Admin users, in addition to their existing dashboard access.

Note: It is not available to Agents

To access the Performance Dashboard, click on the Dashboard tab:

Four pages are available, navigable via the menu in the side bar.

Overview

  • Various performance and trend metrics

  • Filter by AI scores, manual scores, different scorecards etc.

  • Look out for drilldowns into different tiles, graphs and tables to get further

Evaluations

  • A list of evaluations

  • Filter by AI/Manual, Fails present, Kudos etc.

Agents

  • Focuses on performance by Agent

  • Drilldown to a single agent for a more expansive view and the ability to create Scorebuddy Coaching Sessions (where available)

Questions

  • See performance per question for broad business trends

  • Drilldown into questions to see which agents to focus your coaching and training on in order to close the gap

For a short video overview of the Performance Dashboard, click here.

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