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Vital Signs in Standard Reports

The Vital Signs report provides some very important data that can be consolidated and used strategically to positively influence the market center. The use of Contacts, Smart Plans and Opportunities can all be exported individually from the Vital Signs Report and then sorted by KWUID in each. Then you can consolidate them all into one spreadsheet by Agent. Having the export of Command MC data with production info and including the KWUID so you can easily sort that list by KWUID and paste them all together. Now you have a powerful report to strategically target your most productive agents who aren't using contacts or smart plans or opportunities. Or maybe they have their contacts in but aren't using the automation of Smart Plans or haven't started using opportunities yet. You can do this manually, but it's not fun. Having this option will make this collaboration of data much easier.

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LABS Team shared this idea  ·   ·  Report…  ·  Admin →
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  • LABS Team commented  ·   ·  Report

    COMMAND MC - Would love to be able to print out a one page report to see agents usage. Currently only able to pull 10 agents at a time. I can distribute to my staff, etc.

  • LABS Team commented  ·   ·  Report

    Provide a Report For MCTT's MCA's or OP's to view the connection of the programs in Settings. This will help with the identification of Tech Adoption in the MC. A report that lists who has, and who has not connected each program to Command would provide amazing visibility for the OP to baseline the Tech Adoption via Use/Connections and for the MCTT to use the list to increase tech adoption. For example, the Twilio migration would have been great to get a report of which Agents where connected to it so the MCTT could reach out to the entire list for a migration plan or info. Even create a smart plan for that list. Same for use of Docusign, migration of Dotloop, Connected to Gmail, etc

    For Example - How Many Associates in the MC have a Connection to
    Docusign (ie 140 of 180 Associates - click here for List)
    Twilio (ie 86 of 180 Associates - Click here for List)
    Facebook (Post Scheduling) (ie. 150 of 180 Associates - Click here for the List)
    Twitter
    Gmail
    Etc.