This report is based on calls that are created when an agent enters the new order screen (not call collector calls). It will only show employees who have taken a call/order in the date range. There is also a setting for only showing users who are logged in. If thresholds are set the cells will be red when they do not meet the threshold.
| Agent Performance Visualizer Report Column Definitions | |
| Employee | The employee that took the call/order |
| Campaign | The campaign of the source of the call/order |
| (DNIS) TFN | The DNIS and Toll Free Number of the source of the call/order |
| Status | The current time card status of the employee, In, Out, On Break, On Lunch or Unknown |
| Ans | The number of calls in the date range |
| Ords | The numbers of orders in the date range (does not include auto generated orders) |
| Close | # Ords / # Ans |
| # Xsell | Based on system preference will either be number of XSL items on each order or number of orders that had at least one XSL item |
| % Xsell | # XSL / # Ords |
| # UpSell | Based on system preference will either be number of USL items on each order or number of orders that had at least one USL item |
| % UpSell | # USL / # Ords |
| # AddOn | Based on system preference will either be number of ADD items on each order or number of orders that had at least one ADD item |
| % AddOn | Based on system preference will either be # ADD / # Ords or # ADD / # CC Orders (Net Orders) |
| # Rush | The number of orders that had at least one RSH item or item that was rushed (isRush bit set to true) |
| % Rush | Based on system preference will either be # RSH / # Ords or # RSH / # CC Orders (Net Orders) |
| # Auto | The number of orders that had at least one CTY item or item that spawned an autoship sequence |
| % Auto | Based on system preference will either be # CTY / # Ords or # CTY / # CC Orders (Net Orders) |
| # Lead | The number of calls that did not result in a sale and had customer first name, last name, address, city, state, zip and phone number |
| % Lead | # Lead / (# Ans - # Ords) |
| The number of calls that had a valid email address | |
| # Email / # Ans | |
| $ Prd Rev | Quantity * UnitPrice of the orders |
| RPO | Rev / # Ords |
| RPC | Rev / # Ans |
| Rev | (Quantity * UnitPrice) + Shipping + tax of the orders |
| FILTERS | |
| Date Range | The date the call/order came in |
| Auto Adjusting to Today's Date | When this is selected the visualizer will automatically adjust to the current date when opened |
| Only Showing Logged In Users | When this is selected the visualizer will only display information for users that are currently logged in |
| Threshold Override | When Employee is selected only the employee rows will show threshold information. When Campaign is selected only campaign rows will show threshold information, but the employee row will indicate if there is a campaign threshold not met underneath it by appearing orange. |
| Campaign Level Call Threshold | Thresholds will only be displayed for close rate, lead rate, email rate, and rev per call for employees who have at least as many calls as selected. |
| Campaign Level Order Threshold | Thresholds will only be displayed for Xsell rate, upsell rate, addon rate, rush rate, auto rate and rev per order for employee who have at least as many orders as selected |
| Campaign | The campaign of the source of the call/order |
| Team | The team of the employee who took the call/order |
| Thresholds | Thresholds must be checked to be displayed, if override is not selected the statistics set up in the campaign will be used. If override is selected what is entered in the override column will be used |
| GROUPING | |
| Employee | The employee that took the call/order |
| Campaign | The campaign of the source of the call/order |
| (DNIS) TFN | The DNIS and Toll Free Number of the source of the call/order |