Users with the role of an Administrator, Location Manager or Account Owner can get an overview over the Team Performance. It gives a great summary on how your clerks have been doing.  

To access this information go to the Data Insights section of your dashboard and click on the TEAM PERFORMANCE tab.

This page gives you a quick overview of 

  • overall visitors assigned
  • visitors served
  • no-shows 
  • cancelled visitors 
  • average service time and 
  • total service time. 

You can filter the data according time and lines. To set the filter, pick one or several options from the drop-down menus at the top right: 

Additionally, you can sort the performance sequences by each of the categories shown at the top. 

To select the category you want the data to be sorted by, click on the up-down arrow symbol next to the category's name.

Clicking on a name will lead you directly to their User Details page which provides more information about a team member's performance and assigned roles.

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