List of out-of-the-box/main dashboards available to Team Leader:
Type of object or report
Number Of Cases Opened in the Last 7 Days
All cases that opened in the last 7 days
Number Of Cases Processed in the Last 7 Days
All cases that opened in the last 7 days and their process started - are not in “Indexing required”, “Pre Case Creation”, “Pre Ready for processing”
Current Open QC Tasks
(Has a drill report)
Number of all open QC Tasks.
Current Pending Work by Hours to Target Date
Calculation: Subtracts the target date of all cases that are not in “Closing” status from the current date and their target date is not going to be extended, and then distributes the result by an Overdue range (time to closure date):
Aging of Over Due Cases
Calculation: Subtracts the Open Date of all cases that are not in “Closing” status from the current date and their target date is not going to be extended, and their target date is passed then distributes the result by an aging range (Now – Open Date):
Current Open Cases By Status
Distribution of current open cases by their status
Pie chart by status.
Last Month Vs Current Month
Number of open Vs number of closed cases (last month vs this month).
Should include sub-group.
2 columns – last month, and this month
Divided into two, Open and Closed.
* only if not too heavy
Current Team Members Workload
Distribution of open cases currently assigned to each Team Member, which are not in closing status and that their target date is not going to be extended.
Shows the distribution of cases by Team Member. The chart also displays a bar for unassigned cases.