Q: Can the data within the Team Dashboard be exported?
A: Not at this time.
Q: How do I get a view of my team’s progress through time?
A: Within the Team Dashboard there is a dropdown titled ‘Date Range’. Select your desired timeframe and select the checkbox titled ‘Compare with past’. This will yield analytics throughout the team dashboard for the timeframe selected as well as provide trend analysis based on the same time period preceding your chosen date range.
Q: I’ve set follow-up coaching dates for several agents. How do I find a list of those upcoming dates?
A: Within the main Coaching tab, under the Coaching Session sub-tab, you will find a list of completed coaching sessions. That grid has a column for ‘Follow up date’ to tell you when those upcoming sessions will occur. You will also get a notification in your inbox when the session is due.
Q: What user roles can access the Team Dashboard?
A: Admin & Supervisor roles.
Q: Is there a way to view analytics for all forms at once or must I view each form’s related data separately?
A: Yes! Within the Team Dashboard, there is a dropdown titled ‘Evaluation Forms’. Select that dropdown and choose ‘All Forms’.