Agent activity dashboard

This dashboard includes operational metrics used to analyze agent activity and performance.
  • Messaging
  • Chat

This dashboard includes operational metrics used to analyze agent activity and performance. This dashboard also entails hour offset capabilities allowing users to show the data with an offset to match the time zone where they manage their operation.

  • Primary datasets: agent activity, conversions, engagements, surveys, Collaboration Channels, PCI forms
  • Primary filters: agent, agent group, skill
  • Minimum timeframe: hourly


The dashboard contains metrics which are relevant for chat and messaging agents such as online time and Away reason, and also metrics which are available only for chat or only for messaging.
To find out which metrics are available for which channel, please refer to reporting metrics.

Available Channels:

DataSetsChatMessaging
Agent AttributesYesYes
Agent ProductivityYesPartially
Agent StatusYesPartially* (see note below)
Agent UtilizationYesNo
ConversionsYesNo
Queue HealthYesNo
CollaborationYesYes
Secure Form (PCI)YesYes
SurveysYesNo


Agent Status: This is for pure agent status metrics such as Online and Logged in - available for Messaging as well. Engaged and Labor time are available only for Chat.

Main panel: agent activity dashboard

The following default panel will be presented when accessing the agent activity predefined dashboard. It provides an overview of the performance of all agents active on the account.

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Image 1 - Agent activity dashboard main panel
Visualizations:

Graph Name (Type)Vertical / Angle (Metrics)Horizontal / Color (Attributes)Additional functions
Logged in time(pie chart)LOGGED IN TIMEAGENT STATUSHover to view the % contribution of the angle
Away Time(pie chart)AWAYAWAY REASONHover to view the duration of a specific away reason and the % contribution of the angle
Engaged duration per state (bar chart)ENGAGED TIMEDATEFilter by Agent Status (attribute)
NON ENGAGED TIME


Engagements per hour(bar chart)INTERACTIVE ENGAGEMENTS PER HOURDATEN/A
Concurrency(line chart)CONC. ENGAGEDDATEN/A
CONC. LABOR


CONC. LOGGED IN


Conversions(bar chart)IN SESSION CONVERSIONSDATEN/A
CROSS SESSION CONVERSIONS


Revenue(bar chart)IN SESSION REVENUEDATEN/A
CROSS SESSION REVENUE


Panel two: agent activity grid

The following grid view presents information available on a daily basis which can be exported to excel for further manipulation of the data, primarily by agent groups and day of the week.

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Image 2 - agent activity grid (panel 2)
Rows (attributes): DATE, DAY OF THE WEEK, GROUP, AGENT
Columns (metrics):

  1. LOGGED IN TIME
  2. ONLINE / AWAY / BACK SOON (time)
  3. ONLINE / AWAY / BACK SOON RATE
  4. ONLINE / AWAY / BACK SOON TIME ENGAGED
  5. ENGAGED / NON ENGAGED TIME
  6. ENGAGED / NON ENGAGED RATE
  7. CUMULATIVE ENGAGED CHAT TIME
  8. LABOR TIME / RATE
  9. INTERACTIVE ENGAGEMENTS PER HOUR
  10. CONC. LOGGED-IN / LABOR / ENGAGED
  11. CONVERSIONS
  12. IN SESSION / CROSS SESSION CONVERSIONS
  13. REVENUE
  14. IN SESSION / CROSS SESSION REVENUE
  15. INTERACTIVE CHATS
  16. AVG. INTERACTIVE CHAT LENGTH
  17. CONNECTED CHATS
  18. NO. OF COBROWSE INTERACTIVE SESSIONS (CHAT)
  19. NO. OF SECURE FORM (PCI) SUBMITTED (CHAT)

Panel three: agent performance

The following grid view presents agent performance metrics for the entire duration of the time selected in the date filter available on the dashboard. The grid data may be exported to excel to manipulate the data further, such as by grouping the agents into custom groups based on their performance.

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Image 3 - Agent performance (panel 3)
Rows (attributes): AGENT
Columns (metrics):

  1. CSAT SCORE
  2. ENGAGED TIME RATE
  3. INTERACTIVE ENGAGEMENT PER HOUR
  4. AVG. INTERACTIVE CHAT LENGTH
  5. CONC. ENGAGED
    Note:
    This dashboard is also available in BI.

Predefined grid

The grid spreads out all the relevant metrics in a granular view so any member on the account may easily download the grid or receive scheduled copies to their email.


Perform the analysis and customization you need using an offline copy, in excel using the complete grid. You can choose the document type (daily/monthly) based on your needed timeframe. The daily grid gives daily aggregations for all the metrics while the monthly grid offers the corresponding aggregations at the monthly level. The data is presented at the brand, campaign and engagement level.

Metrics

For all metrics available within this dashboard please search the Analytics Builder Data Metrics table by the name of the dashboard here.

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